valuation

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Feb 24, 2021 by Allison Hartsoe · across every show →

Everything said about valuation, oldest first

Feb 24, 2021 negative

Insight

Hartsoe: Broad customer acquisition damages company valuation by lowering retention

“If you are casting a wide net, whether it's through referrals or through other marketing channels, then you may not be picking up the best fish, and that will hurt your valuation in the long run because it looks like you can't hold a customer.”

Allison Hartsoe Feb 24, 2021 ▶ 14:56 The Sunshine Rule: The Hidden Test Every CEO Should Run on Their Data

Jun 8, 2021 bullish

Insight

Chris Out: Showing customer pre-sales substantially increases startup valuation

“What I've seen is like, if you show investors that people are voting with their wallet, that's the ultimate validation and will also increase your valuation massively.”

Chris Out Jun 8, 2021 ▶ 12:22 The Goldmine of Growth Hidden in Every Business

Jun 8, 2021

Insight

Rice: Outperforming competitors on margin by 5–10% compounds into vastly higher valuation

“And slowly over five and 10 years, if your profit margin is five, 10% greater than your competition, eventually your valuation is going to be substantially greater than your competition.”

Angela Rice Jun 8, 2021 ▶ 46:48 The Key Man Discount: The Hidden Number Killing Your Company's Valuation

Dec 1, 2021 bullish

Insight

Founders use venture debt to boost valuations ahead of future equity rounds

“So essentially what you are doing is you are leveraging the dollars that you bring in as a founder to unlock Even more capital to bring you nearer term value such that when you need to go out to market again, you incorporate that value into your valuation, for…”

Paul Ong Dec 1, 2021 ▶ 18:34 300 Portfolio Companies Later, 22 Became Unicorns Without Diluting

valuation

Everything said about valuation, oldest first

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