Kate McAndrew
13 statements across 5 episodes · 4 bullish · 3 bearish · 2 people on the record · first statement Mar 19, 2025 by Kate McAndrew · across every show →
On the record as a speaker too: Kate McAndrew's record, appearances and statements → this page counts the times other people say the name.
Everything said about Kate McAndrew, oldest first
Mar 19, 2025 neutral
McAndrew: $100M Fund Requires $1B Exit Potential for Every Deal
“One of the reasons that I rarely invest in beauty is because we have a hundred million dollar fund. And the way that we think about returns for our fund is we want the opportunity for every company that we invest in to have the opportunity to return our whole …”
Apr 2, 2025 negative
McAndrew: Technology Is Not a Brand and Smart Features Won't Sell Shoes
“People often make the mistake that the technology is the brand, and it's not. The fact that it's smart is not a reason enough to buy it, and I didn't get the sense of like, what's the feeling you want to give people when they buy this brand?”
Apr 9, 2025 negative
Muccio: Baukunst passed on Aura Finance due to sector and valuation
“After the show, Kate talked to her partners at Baukunst, and indeed, this one was too far out of their scope, on two axes. FinTech, they do not do, and at a fifteen million dollar price, they'd need to write a much larger check than the one million Kelsey had …”
May 7, 2025 bullish
May 7, 2025 bullish
May 7, 2025
McAndrew: Churn-heavy revenue growth inevitably catches up to startups by Series B
“When people talk about revenue, they're missing at least 50% of the story, which is there's revenue, and then there's revenue quality. If you have a bunch of revenue that's churning, any investor with their salt is going to look under the hood at your metrics …”
May 7, 2025
McAndrew: Edtech apps must charge semesterly or annually to survive summer churn
“Like, so I think you basically have to get people to pay for the semester, or for the school year, or pay the annual rate, otherwise you're gonna churn people out. Every summer or, and you're going to need to reacquire them.”
May 7, 2025 neutral
Jun 18, 2025
Jun 18, 2025 bullish
McAndrew: Grocery couponing companies generate billions in revenue
“And the scale of companies that monetize doing things in grocery, couponing companies with billions of dollars in revenue who are just putting a coupon in someone's hand when they leave the store. Like there's so much money to be made in and around this space.”
Jun 18, 2025 bullish
McAndrew offers to invest $1M to $1.5M in Sundae pending diligence
“I work in a partnership, so I have three partners, but I would be very excited to jump into diligence, and my investment would be, I would say, at least a million. I would rather do 1.25, if you'd be open to taking more. I'd even go 1.5 if you would be willing…”
Jun 18, 2025 negative