Agile VC

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Making Good Decisions Still Means You're Sometimes Wrong.

Agile VC

I recently was having one of these conversations with an entrepreneur I’ve known for a couple years. One of the hardest things for me as a VC remains telling entrepreneurs I like and respect that we’re passing on their investment round.

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Punch & Pie: How Should Co-Founders Divide Equity?

Agile VC

But delaying or avoiding the conversation often results in it being more awkward than it needs to be. Once you have the framework, it’s simply a matter of having the conversation and reaching an agreement. Yes, sometimes these conversations take a few sessions, and at times the conversations can be contentious.

Cofounder 255
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Punch & Pie: How Should Co-Founders Divide Equity?

Agile VC

But delaying or avoiding the conversation often results in it being more awkward than it needs to be. Once you have the framework, it’s simply a matter of having the conversation and reaching an agreement. Yes, sometimes these conversations take a few sessions, and at times the conversations can be contentious.

Cofounder 173
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The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

Agile VC

I find myself having similar conversations and really appreciate that you’ve written and shared this. [link] leehower. Heh… turns out avoiding all these pitfalls is easier said than done. link] Dave Sandrowitz. Really insightful stuff. Can’t wait for the next part.

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What TAM Really Means

Agile VC

Conversely when a startup’s service truly is a substitute in a monstrously large market, these companies can be massively valuable (e.g. Uber, AirBnB). VCs will not ignore adjacent markets or the possibility of expanding beyond a startup’s home country, but will tend to discount both in the short run.

B2B 246
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Cliff Notes S-1: Kayak ? AGILEVC

Agile VC

At the end of the day Kayak’s playing a key role in the online travel process, but it appears more of the revenue comes from filling top of the conversion funnel rather than the middle or bottom of it. Distribution revenue is CPC and CPA. .

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Running a Startup Board Meeting

Agile VC

I don’t mean they should dictate the conversation or that they can’t lay out several hypothesis or potential plans. Discussions should by definition be collaborative. But as the leader of the company, as an investor board member I genuinely want to hear startup CEOs have a specific point of view.

Startup 209