investor

“You can't, two people cannot connect. Like if we had a third person here that was constantly butting in, like our rhythm would be totally thrown off. And yeah, I think that it's much, you're much better off. Take the first call solo, take even a second call so…”

“I think that investors should be extremely judgmental of companies that have poor design, because it's basically You should figure out a way to get it done for almost zero dollars. And then all it takes from that point on is hiring one person who's a great des…”

“Investors don't need to see a deck if you have a banger demo and you are super compelling. It helps if you're an insider, it helps if you speak the language, it helps if you've maybe interned at a venture fund or whatever it is, but build a phenomenal demo get…”

“In 2023, VCs returned the lowest level of capital to their investors since 20 11.”

“I do think that fundraising announcements are like just an easy launch that companies can use to get attention from real value is like notifying the next rounds investors that I'm here.”

“Midweek, Laps at your local, you know, ski resort are a great way to meet LPs, other investors, some later stage founders, maybe.”

“Good launches don't happen by accident. Even the companies that are, that have like exciting news that people are excited to hear about, they're still making sure that they get. 20 of their investors to share it on the launch day. Right. You need to like punch…”

“I think dual use is kind of a mirage. Like it's, It can be great, but I think you have to, I think we're entering an era where investors are okay with Just government sale companies. Single use.”

“Most founders are the most bullish in their company, even more so than the investors. So the desire to sell is generally pretty tapered and usually driven by life needs.”

“And so my guess is it's probably going to take a couple quarters before anyone starts to capitulate that maybe this is the new normal, particularly given how manic the market has kind of been and the decision seems to have been.”

“I always say that there's a five year psychological bias that you want to be invested today, where you should have been five years ago.”