Geneva Long

Fun session with Silas Mähner 🔍🌎 Hopefully non controversial takes on how we think about adaptation and resilience Third Sphere. Also weighed in on thinking about engagement with Big Oil. Absolutely not possible to generalize here. TLDR on one end of the spectrum is Norway, generating substantial GDP from oil, but leading the way across multiple climate efforts, like EVs and heatpumps. On the other end are some state actors that have worked to undermine organizations like COP and sew broader chaos, very, very likely as a way to shift resources away from energy transition (likely very, very hard to spend on defense and green transition at the same time in the US and EU, for example).

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As an investor, I'm much more excited by fast-growing markets with strong tailwinds than large sounding markets that lack a clear Why Now. 🏄‍♂️🏄‍♂️ 🌊 🌊 Why? Because startup success often requires a market to be in flux. Rapid change in a market is what generates opportunity. In 5 years, all cars will be equipped with ADAS, and 5 years ago this number would have been <10% 🚗 🚗 On the flip side, obviously large markets already have incumbents - and without a catalyst, are difficult to disrupt.

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リアルテックホールディングスはUntroDに名称変更します。 この社名変更に込めた意味は、未踏の資本主義の実現です。 従来の資本主義では投資対象とならなかった、だが価値があると我々が信じる（情緒的に価値があると皆さんが感じてはいる）領域にまで資金を呼び込む、その呼び水としての開拓者という決意の表明でもあります。 理想の実現に歩みを止めず、進み続けたいと思います。 Real Tech Holdings Co., Ltd. has relaunched as "UntroD," a company pioneering uncharted territories in capitalism. As of June 3, 2024, Real Tech Holdings Co., Ltd. has changed its name to "UntroD Capital Japan Co., Ltd.". We are also pleased to announce that we have redesigned our website to embody our company mission. UntroD, which means "未踏 untrodden," will continue to be the first to step into uncharted territories of capitalism, where there is a societal need but no established mechanism for capital flow, such as the deep tech domain. By investing and proving economic viability, UntroD will continue to create a flow of capital and human resources. https://untrod.inc/

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We've seen several EV-charing-related startups lately. It's a quick emerging space, but I didn't realize how much money has been pouring into the market. If you're in the EV space, this is worth a read. #EV #startups #venturecapital #entreprenuers

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I'm not sure why when I post this YouTube video it doesn't auto play on LinkedIn, but if anyone wants a peak at what we were up to in South Korea, here it is: https://lnkd.in/eecUeRH2 And if you know how to correctly post YouTube videos on LinkedIn, that would be helpful too #founders #venturecapital Antler

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I really enjoyed recording this episode of The Digital Industrial Podcast with Ty Findley. We talked about common misconceptions for deep tech, the "Why Now" for the category, and differences between investor diligence for deep tech and traditional tech. https://lnkd.in/eKtwjauu

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Machine Learning is revolutionizing Venture Capital in ways that may not be widely recognized yet. In the past, building billion-dollar companies required hefty investments upwards of $200M, typically at a late-stage growth round. However, today, small teams of 4-6 individuals with a few contractors are achieving multi-billion dollar valuations right now. Today. The ability to leverage Machine Learning for tasks such as source code development, architecture building, lead generation, marketing content creation, and customer support is enabling these lean teams to operate capitaly efficient. This trend is expected to keep company sizes small throughout their growth trajectory. As AI and ML technologies continue to empower entrepreneurs, the barriers to entry in the startup space are significantly decreasing. This shift is likely to drive a surge in the number of startups, with projections indicating that 90% of companies in the near future will emerge from the startup ecosystem. Exciting times lie ahead for the startup landscape as technology reshapes the entrepreneurial journey.

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Founder-Turned-VC Investor Raised $150 Million for Her New Fund💰 Masha Bucher, ex-entrepreneur and founder of Day One Ventures, has raised $150M for her new VC fund. Founded in 2018, Day One Ventures focuses on early-stage startups, offering initial investments ranging from $1M to $2M. Notable companies in the firm’s portfolio include Worldcoin, legal services company DoNotPay Inc., and AI assistant You.com. 📝Diverse Investments and Real-World Impact Day One Ventures supports startups across various industries, with Bucher particularly drawn to founders tackling real-world challenges. “From profound wealth disparities to the urgent threat of climate change and the growing sense of social isolation, tech founders will be our lifeline toward a more abundant, diverse, and sustainable future,” Bucher stated regarding the new fund. 🏆The firm’s track record is impressive, with six of its investments achieving billion-dollar valuations and 22 companies either being sold or going public. This success highlights Day One's knack for identifying high-potential startups. 🎯PR Expertise and Strategic Growth Before transitioning to VC, Bucher founded a PR firm that managed communications for numerous tech companies. She has leveraged her PR expertise to coach startups on media strategies. “If you look at any business problem you want to solve and any business goal you want to solve, 90% of the business problems are communications problems,” Bucher explained on Bloomberg Television. “I think this is something we train founders on and something that we help them to do.” 📈Growth of Day One Ventures The new fund is Day One’s third and largest to date. Fund I, closed in 2019, was nearly $20 million, while the second fund in 2020 totaled $52.5 million. This latest fundraising effort saw contributions from US and European institutional LPs, as well as 14 of Bucher’s own portfolio company founders.💰 “When you are building a firm with value add and staying close to founders, you can attract a lot of capital from your own network,” Bucher said. Notably, she made a concerted effort to include female investors, securing backing from 9 female LPs. Significant in the male-dominated VC industry, where female founders received just 2% of the total capital invested in US startups in 2023, according to PitchBook.🤷‍♀️ 🤝New Investments and Future Focus Day One has already made 5 investments from its Fund III: Cradle, an AI startup focused on human longevity; Rainmaker, a Los Angeles-based company working on cloud-seeding technology; Affiniti; Astroforge; and Layer N.  🚀🌍 ✅ Looking to raise capital for your #VCfund and increase the international pool of your LPs?   🤝 Need warm #LP introductions?   📝 Selling #secondaries to increase liquidity?   🧐 Looking for co-investments (Series A/Series B)?   ▶ G+QUANT's link for inquiries and fund decks: https://lnkd.in/gjC_EuTE #VentureCapital #TechInvesting #FemaleFounders #StartupFunding #Innovation

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Enjoyed this behind-the-scenes look at Venteur's seed round and remembering my chats with Stacy and Timothy. A few takeaways: 1. It was clear Stacy and Tim were ALL IN on making this happen. Their conviction about what the ICHRA market needs is unwavering. 2. A One-Month process for a sizable seed round might have looked easy...but know their traction was so good it couldn't be ignored. Even then, Stacy and Tim didn't stop raising until the money was in the bank 3. When you have strong historical traction, you've earned the credibility to pitch a strong forecast. This helps support the round size. If not, things can get out of whack. Bonus: My first few conversations with Stacy were 70% about family and growing up. 30% the business. Relationships help build conviction! Awesome to hear Jason peel back this story. Follow his podcast and other amazing resources for founders raising capital below.

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Having a Cars and Capital event tomorrow in Southern California with Oren Klaff. If you want to join message me. https://lnkd.in/gDQ4D39u Oren Klaff Bridger Pennington #InvestorEvent #FamilyOffice #InvestmentOpportunity #CarlsbadEvent #PrivateEquity #WealthManagement #InvestmentConference #CapitalRaising #NetworkingEvent #IndustryLeaders #FinancialGrowth #InvestorsMeetup #WealthBuilding #BusinessGrowth #InvestmentForum

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On Thursday, stocks dropped as strong economic data fueled worries about continued high interest rates. Despite the broader sell-off, Nvidia continued to soar on impressive earnings and a stock split announcement. Boeing, however, plunged on production woes. In world markets, gold is sharply down on new dollar strength propelled by the unexpectedly hawkish tone of the FOMC minutes. Crypto prices plunged, with BTC leading the decline by nearly 3% and touching 67K. The broader market mostly followed BTC, with the exception of ETH, which held above 3.7K. #crypto #cryptocurrency #bitcoin #exchange #assets #investing #cryptonews #market #trading #blockchain #ethereum #token #analytics #Markets #Finance #Economy #Business #Evernomics #Svetrating Read the full text: https://lnkd.in/gKWrnd6W

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The #1 Factor to Determine Max Valuation in Micro SaaS...is debt financing. Here's why, plus a free valuation calculator... Most buyers in the $500,000 to $2 million valuation range use SBA loans, which come with specific requirements. The SBA requires a Debt Service Coverage Ratio (DSCR) of 1.25, meaning the company needs $1.25 of income for every $1 of debt payments. In simpler terms, the key question is: Can the business afford itself? Does the Micro SaaS firm generate enough income to cover the loan needed to buy the business? As the valuation rises, so do the loan and debt payments. At some point, the valuation requires a loan that breaks the DSCR requirements. The upper limit of a Micro SaaS valuation is ultimately determined by the maximum loan a buyer can secure based on the company's income. Here's a simple calculator to illustrate this concept, helping us all determine valuation more accurately based on the real world 👇 #microsaas #acquisitionentrepreneur #saasgrowth

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Another HUGE opportunity to meet a new set of #investors https://lnkd.in/esJYQW4J I hope you are reading Hypepotamus to find what is happening in the South's innovation ecosystem

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3D printing is having a breakout moment, turning its long held promise into a reality that is arriving at pace and at scale. Over the next 5 years: - Consumers will expect customized products at scale - Computers will surpass human creativity and skill in product design - New infrastructure is needed to protect IP if anything can be printed anywhere  - Global supply chains will be meaningfully dismantled as products get printed at their point of sale I sat down with Philip DeSimone, Co-founder of Carbon, the most advanced 3D printing company already operating at scale serving customers in 17 countries ranging from Adidas to Ford. With over 300 patents filed, Carbon has raised $680M from the likes of Sequoia, Temasek, and Google. Check out 5YF Episode #14: 3D printing breakthroughs, AI designed products, mass customization, spare body parts, dismantling global trade, IP piracy, and the future of production w/ Carbon Co-founder Philip DeSimone https://pod.fo/e/234185 #3Dprinting

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2,725 venture firms disappeared over the last two years. To be better than average, you need to be different than average. To make money, you need be right when others are wrong. The same applies to choosing fund managers, and understanding the fund models you’re investing in. Inception funds and pre-seed institutions are a different product for allocators than early stage VC funds. Different underlying math. Different nuances to understand. https://lnkd.in/eu5j4Dr4 #venturecapital #vc #familyofffice #fundoffunds Antler

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Per @Crunchbase, since last year, companies working on charging stations for EV have raised billions in funding. “Fundamentally, everywhere there is electricity we can add chargers. Literally every time a car sits it can be charged”. Rounds of financing are going to companies with a variety of focus areas, including installing charging stations, operating chargers networks, developing software to optimize usage, and helping EV owners get power from green sources. #investors #investing #startup #venturecapital #viaduct #viaductventures #tech #ai https://lnkd.in/dFu4n2At

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HLC Inc is not just talking about changing the world, they're actively doing it! Negotiating with two companies to reduce landfill waste by 85% is just the beginning. Turning solid waste into valuable commodities worth a fair amount of capital is a game-changer. In addition, Public-Private Partnerships are underway to provide housing, a new railway system, and a canal with eco-friendly properties to a country. Renewable green energy projects are also in the works to provide power to several African countries. All of these impressive projects have been/ are currently being vetted personally by the HLC team. Stay tuned for more updates on how HLC Inc is changing the world! #HLCInc #sustainability #greenenergy #publicprivatepartnerships

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"The smart rental companies treat their equipment like assets. What you need to look at is the mechanical equivalent of default risk when acquiring the asset. It needs to be priced on market and you need assurances it will work Day 1." Buying used equipment can be a very cost effective alternative to buying new equipment. Great conversation with my friend Aaron Kline at Boom & Bucket-- a really cool platform for buying and selling equipment online. Big fan of what Aaron and their team are building. Listen to the full episode, and all 20+ episodes on Spotify, Apple Music, and Youtube of The Rental Roundtable at https://lnkd.in/ewCCfsAf, brought to you by Quipli.

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Asset managers in the ground transportation space - want to learn more about motorcoach values, collateral, credit & industry operators? Reach out to Chelax. Do you need your portfolio analyzed? Reach out to Chelax. Trustees managing a bankruptcy - reach out to Chelax. Investors looking to purchase a motorcoach operation - reach out to Chelax. Operators need fleet guidance - reach out to Chelax. ☂️ 🚌

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