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Asher Siddiqui
Super helpful #Startup #Equity Calculator to determine the equity for early hires, thanks to Pear VC head of talent Matt Birnbaum! Thanks for sharing Pejman! 🙏🏼 You can read more here How to structure startup equity for early hires: https://lnkd.in/ggmpT5-Y Google Doc: https://lnkd.in/gjsvths6
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Asher Siddiqui
Super helpful article and accompanying doc with a #Startup #Equity Calculator to determine the equity for early hires, thanks to Pear VC head of talent Matt Birnbaum! Thanks for sharing Pejman Nozad! 🙏🏼 You can read more here How to structure startup equity for early hires: https://lnkd.in/ggmpT5-Y Google Doc: https://lnkd.in/gjsvths6
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Arpan Ajmera
Non-Engineering Roles at Early-Stage Startups Offering $120K+ Base Salary with Meaningful Bonus and Equity: Chief of Staff @ Milo (Consumer), Remote Biz Ops Lead @ Fractal Agriculture (FinTech), Remote; Backed by Virta Ventures Chief of Staff @ CakeAI (AI SaaS), NY; Backed by Primary Venture Partners Demand Generation Specialist @ Rootly (Consumer), Remote; Backed by YC, 8VC, Gradient Ventures Account Executive @ CommandBar (Enterprise SaaS), Remote; Backed by Soma Capital, YC, Insight Partners Product Marketing @ Slope (Enterprise), Remote; Backed by YC, Union Square Ventures, Liquid 2 Ventures Supply Planning Manager @ PROVEN Skincare (Consumer), Remote; Backed by YC, FJ Labs, Soma Capital, Social Capital Account Executive @ Accrue Savings (Consumer), NY; Backed by Ground Up Ventures, Tiger Global Chief of Staff @ UNIGRID Battery (Climate), CA; Backed by Union Square Ventures, LiquidMetal Ventures Job details and the full list (40+ opportunities) are in the comments below. If you're interested in non-tech jobs focused on specific industries like HardTech, HealthTech, Climate, etc., then DM me or let me know in the comments.
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Garnet S. Heraman
One of my proudest moments as an investor occurred today as Alaffia Health announced its series A because it shows how the Aperture® Venture Capital vision of multi-level, multi-generational #impactinvesting is succeeding in the marketplace. Here’s the model in its most basic form : ✅As diverse fund managers with meaningful capital to allocate, we are changing the VC landscape every day just by doing our day jobs. ✅As Black/Brown investors with ~40 years experience collectively, Aperture GPs have access to talent /excellence that others do not, so our portfolio *organically* is more inclusive by race, gender and geography even while optimizing for financial outcomes (all about the alpha). ✅Our most successful portco’s are using financial #innovation to solve market problems that impact underrepresented demographics and underserved communities. Alaffia Health is a shining example of the impact portion of our overall fund thesis, and we couldn’t be prouder of TJ Ademiluyi and Adun Akanni, MPH, PMP - the dynamic brother-sister founder duo whose vision we have steadfastly supported on their journey. Congratulations to TJ and Adun from William Crowder and myself, as well as the whole Aperture team- Marjorie King Philip McKenzie Yves Louis-Jacques Tanvi Lal Michelle Dhansinghani Lisha Bell Katie Kelly Amy Chung Cindy Chong, CFA Brian Fernandes-Halloran Monroe France Jayden Pantel Darren Herman Evan Wladis Neal Triplett Thomas Scriven Peter Ammon Irina Bit-Babik Tim Milanich Rob Rahbari
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Erik Bruckner
The state of venture capital is wild right now. We are witnessing a surge of innovation across the spectrum: - Funds merging - VC doing PE - PE doing VC - Secondary funds - Buyout funds - Spin-out funds - Debt funds - Continuation funds - Infrastructure funds - GP turnover - Hard Tech surging - Family Office uptick
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Mark Wise
Llama3's response mirrors OpenAI on where / how #PE wastes money in #duediligence. 🎯 Focus efforts with early prioritization and investigation (rapid upfront analysis can help define focus) 📊 Leverage Analytics & Tech to be efficient and extract insights 🔁 Standardize approach and leverage templates to accelerate timeline and increase efficiency Pearl IO helps partners save time and money while getting to key takeaways FAST. Don't wait. See how your team can benefit today! #privateequity #diligence
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Daniel Fetner
Here’s a question investors are often asked: When evaluating early stage companies, how much time do you spend on due diligence around future exits? It’s not surprising we hear this question a lot. Also not surprising: it’s got a wide range of answers depending on the firm. Some don’t spend much time here at all. Others make it a point to put meaningful time in as part of their process. Our current thinking: take the time to do the work on public market comps. At Alpaca VC, we spend significant time understanding how public market investors will realistically value a business based on margin profile, product, business model & TAM. In short, we want to know: how will this company be valued at scale when we get taken out? Yes, we can acknowledge that the journey toward exit is a windy road and that there may be pivots along the way, but there are still public market companies that have a business model similar to the early stage company you're evaluating. And you can always look at gross profit multiples if you think the margin profile will change over time. So we still do the work on the comps. Quantitative metrics we look at when making the comparison to public market comps include EBITDA multiple, revenue multiple, Gross Profit multiple or all of the above. As part of this process, it’s also important to factor in the public market company’s year-over-year revenue growth as this will also significantly impact the multiple it trades at. Simple example: if you have two public market companies with similar business models and similar margin profiles, but one's growing 100% year over year, and one's growing 50% year over year, then obviously the DCF (discounted cash flow) analysis is going to spit out a very different valuation for the one that's growing faster. Why this matters: When you take all of that information into account as you evaluate an early stage business, you can begin to create a realistic picture of how this company will be valued in the public markets at exit - or how an acquirer will value the company for an acquisition. Strategic acquirers may, of course, pay a premium, but we won’t underwrite for that. This allows us, for example, to form conviction around valuation based on revenue and gross profit predictions. If we think they can do $100M of revenue five years from now, we use this diligence process to form a thesis about whether the characteristics above (product, margin, business model, etc.) will cause the company to be valued at $200M vs. $500M vs. $1B at exit. Curious how other early stage investors think about underwriting an exit and how much time they’re spending on public market comps even though these companies are in their infancy.
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Oliver Richards
We've mapped the 250 most relevant early-stage startups within the European data ecosystem! 🚀 Our coverage spans categories like Data Collection, Storage, Integration, Security & Privacy, and Platform. Discover how these startups are leveraging AI 🧠, the most active sectors 👩💻👨💻, and key funding trends 🏦. Don't miss the simple table listing all the companies! 😀 #AI #Europeanstartups #MMCresearch #vcfunding Advika Jalan
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Carlotta "Lotti" Siniscalco
As a B2B SaaS VC 👩💻 and a huge data nerd 🤓, fewer things bring me more joy than a truly statistically significant analysis (600+ companies surveyed) of B2B SaaS metrics across early stage companies. Great work by our team at Emergence Capital! See comments for full report, and please let us know how we can make this better in the future!
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Nick Tippmann 🏔️☁️
The journey from $1 to $10M in ARR is typically an exercise in finding your first channel-market fit as a GTM/Marketing leader and/or founder. After prioritizing the top 1-3 channels you believe are most likely to be a fit for your product, finding channel-market fit is typically an exercise in experiments and iterations. If you’re flying blind bc you don’t have the systems, processes, and data hygiene setup to measure and test quickly inside a framework, it’s going to be a difficult journey. Check out the podcast I did with the team at Evron for more mistakes to avoid on your journey from $1M to $10M ARR.
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Omar El-Ayat
Nic Poulos and I wrote an essay for Euclid Ventures, "An Era for Vertical Software." The TL;DR is that vertical SaaS is a distinct, enduring discipline that we believe is poised to dominate the software landscape over the next decade. "2024 will represent a turning point, perhaps even a new era for venture capital. While the fog feels like it’s lifting, the path forward isn’t yet clear. One includes a soft landing for the US economy and the continuing recovery of software multiples, with ZIRP-era behaviors continuing around hot themes. Another sees a recessionary period in which VC capital inflows remain stagnant and startup funding the year dips below $100B. Either way, a more measured VC market in 2024 is a certainty. For many investors, that will come with a rude awakening as their strategy becomes more difficult to execute or their thesis of choice is negatively impacted by tightening markets. We see this reversion of the venture ecosystem to its mean as a strong tailwind for Euclid and vertical software. As a category, Vertical SaaS is uniquely well suited to thrive in volatile market conditions and produce fund-returning outcomes. The sections below aim to answer the question: why is vertical software different? Our answer discusses the factors driving the natural market resilience we see in vertical software as a category–resilience that will help them thrive in 2024 and beyond."
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Start-Up Founders Club
SAFE Ownership Benchmarks from Carta. Over the last week or so, I spoke with founders 3 times on the topic of SAFE rounds, somewhere it was the first money, somewhere it was breeches. But the question is always: how much to give on a round? 1/ Carta made a good graph, let’s look at the averages from there, how much investors give when attracting X amount through SAFE: ▪️<$250K: 1.6%; ▪️$250K-$490K: 4.8%; ▪️$500K-$999K: 9.1%; ▪️$1M-$2.4M: 15.6%; ▪️$2.5M-$4.9M: 20.7%. No link because it's from their newsletter. 2/ I noted that the stage is pre-seed, so older breeches should make a discount. And also, the data is for 2023. 3/ Let me also remind you that Carta also has statistics for rounds, even interactive ones, they have a Data Desk: https://lnkd.in/g4jZdDhV (however, there is data only until 2021) For example, if we click on fintech and on Seed and take the year 2017 (to be closer to the current reality in terms of relative figures), we get $2.0M based on an estimate of $10.5M. #fundraising #SAFE
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Gregory Raiz
I'm crowdsourcing a better investor database for Boston area capital because founders and VCs shouldn't have to pay Pitchbook and Crunchbase for a basic directory. A few months ago, I assembled a list of emerging managers in the New England region and was surprised that this hadn't been done before. I've also had founders repeatedly ask me, "Who invests in ____?" and I don't exactly know. I put together an initial list of about 90 firms, angel groups, family offices, and accelerators. While the list isn't perfect, it's a start. If you're a founder, investor, or community member, take a moment to help make this data just 1% better. I'll keep the editing permissions open as long as everyone stays friendly and civil. https://lnkd.in/gFt6bZPp 186 Ventures .406 Ventures 3CC | Third Culture Capital AlleyCorp DeepTech Argon Ventures Athenian VC Baukunst Blindspot Ventures Branch Venture Group Broom Ventures C10 Labs Companyon Ventures Cybernetix Ventures Encoded Ventures Equal Opportunity Ventures First Star Ventures One Way Ventures NextView Ventures Raiz Capital Hyperplane Glasswing Ventures Techstars Boston Accelerator MassChallenge Innospark Ventures New North Ventures Underscore VC York IE
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Zeb Couch 🤜🤛
The top 2 company data insights in demand for PE and VC firms right now are fundraising and headcount growth. They want to target then prioritize companies that have taken little or zero funding but are growing in headcount. Theory is these companies are hot and juicy like a 4th of July Texas sirloin….basically bootstrapped succulent targets ripe for VC/PE to gobble up equity for themselves. Nom 🥩nom 🥩. Two flaws with this theory: 1) Y’all gonna need to find different data points because AI is causing companies to grow amazing ARR, with high NRR, while headcount is stagnant or SHRINKING. 2) What kind of founder who has built a healthy, efficient and growing business would ever push their equity to the other side of the poker table to venture capital or private equity?
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7 Comments -
Kevin Tu
DFJ Growth is incredibly excited to announce our investment in Scale AI as a part of their $1B financing round. As GenAI continues to make waves across the industry, we have a firm belief that data is the new oil, and Scale AI is the refinery. (Fun personal tidbit) I first met CEO Alexandr Wang back when we were students at MIT and since then it has been inspiring watching him grow the company and its ambitions, building the core AI infrastructure and applications that powers some of the largest enterprises globally. One trend that is playing out is the power of the AI Scaling Laws: data, along with compute and models, is a core pillar to the emergent capabilities of foundation models. Without high volumes of high quality data, we’ll inevitably face bottlenecks in AI. Scale AI's vision is to accelerate the abundance of frontier data, paving the road to AGI. It’s rare to find a market leader so perfectly positioned with the product, team, and roadmap to be the picks and shovels provider for an entire industry. DFJ Growth is honored to back Scale and the entire team on their mission – exciting days ahead! P.S. they’re hiring: https://scale.com/careers
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Sonny Tai
I swear, sometimes as a founder you feel like everybody else is doing better than you. So it feels good to read EmCap's study and seeing that we're in the top quartile (in some cases, very comfortably) of startups on most meaningful metrics. What really popped out are the burn multiple metrics. Some founders are really flying dangerously close to the sun here...or maybe they have no choice as they have to choose either to grow inefficiently or not grow at all. https://lnkd.in/evkKCUJd
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2 Comments -
Nick Boesel
Wendy Xiao, Molly Alter, Aaron Liu, and I recently hosted a dinner with CMIO / CIOs from top NY health systems and execs from startups who are building solutions across the care delivery and back-office billing stack. A few takeaways: - Delivering value-based care at scale changes the incentives for health systems in such a way that they require unique point solutions that can help them triage and manage at-risk patients. - While scribing platforms are certainly powerful in the administrative burden they can take off of doctors, their full value may not be unleashed until they can convert notes into the appropriate fields / codes for billing. - More attention needs to be paid to social determinants of health. For example, certain types of new addiction treatment, like gambling, may soon be covered by insurance if data continues to show that there are serious negative health implications for people affected. Treatments like Ozempic are also showing promise in the field of addiction. In the coming years there will an increasing acknowledgment of how interconnected social factors and medical health are across all patient populations. If you’re a healthcare exec looking to learn more about what the next generation of healthcare IT startups are building, or a healthcare startup looking to get involved, please reach out. cc Northzone
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4 Comments -
JT Benton
Once you’re in it, you’re in it. #Startup #founders don’t just take financial risk - they invest years of their lives. For many, it’s absolutely worth it. To me, the first task is the most important one: to define your target and make absolutely sure it’s one worth that level of investment.
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Julian T.
this is my favorite blog post in describing the process of pattern matching that VCs use to evaluate fund-returning opportunities: in search of narrative violations. a narrative violation is a contrarian take against conventional wisdom. it is an intentional disregard of the wisdom of the crowds in favor of ideas that are just crazy enough that they might work. the best venture deals have been ones where it wasn't an oversubscribed round; it didn't fall into the secular trends of the market cycle; it was an unpopular opinion that inadvertently led to category creation; and contributed a significant portion of DPI to LPs. all of these narrative violations seem to have 3 things in common: outlier founding teams, a positive inflection in market timing, and an ability to anticipate widespread product adoption in the mid-to-long-term time horizons since company inception. pls pls pls have a read - you won't regret it :)
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