View from Seed

MAY 24, 2021

You will spend the rest of your time working alongside the partners throughout the investment process – analyzing investment opportunities, assisting in market research and diligence, and post-investment portfolio support. You will be based in the NYC office. We have a high-conviction, hands-on approach to seed investing. A Final Note.

Technical Review 120

Technical Review Software Review Seed Stage Cofounder 120

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APRIL 30, 2015

Glen Mello: Venture debt is a good complement to equity. It’s generally got a lower cost compared to equity capital and can help support growth. So it makes it a lot more challenging when you have debt on the books that isn’t as longer term as equity. What are some pros and cons?

Term Sheet 120

Term Sheet Equity Startup Seed Stage 120

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MARCH 24, 2021

In this comprehensive template and guide we break down each of the nine core sections in the deck: intro , team , what do you do , is it working , why does it matter (market) , can you be the best in the world (product, growth, financial metrics) , where are you going , what do you want (the ask) , and appendix. ” (Lee Hower).

Seed Stage 177

Seed Stage Hiring IPO Analytics 177

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APRIL 27, 2022

The US housing market’s combined value sits at $43.4T accessible US home equity as of Q1 2022. Home equity is usually the largest asset of the average U.S. increasing their debt load and taking on interest expense, either through home equity loans or reverse mortgages. in 2022, and there is $9.9T

Equity 156

Equity Cofounder Acquisition Restful 156

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APRIL 2, 2020

Last week we held a virtual “Lunch and Learn” with Melody and Lee where they had a discussion about what they’re seeing in the market in a covid-19 world, made some predictions about where we are headed in the next couple of weeks to months, and took some questions about the state of VC funding.

Partner 156

Partner Marketing Portfolio Early Stage 156

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SEPTEMBER 14, 2021

Will Quist did a great job of explaining this market rhetoric in this thread. The three-question framework goes as such: Q: How much tech-related market cap will be created in the next 10-20 years? So, on one hand, the market see ms like a total frenzy these days. Source: Cambridge Associates (VC) & TradingView (Equities).

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

Will Quist did a great job of explaining this market rhetoric in this thread. The three-question framework goes as such: Q: How much tech-related market cap will be created in the next 10-20 years? So, on one hand, the market see ms like a total frenzy these days. Source: Cambridge Associates (VC) & TradingView (Equities).

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

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JANUARY 21, 2022

In my second blog post, I wanted to share a bit about myself and the intersection of three things that I am passionate about: cars, fintech, and marketing. B2B vs. D2C, converting eyeballs to a human via a marketing machine. 2022 Capital Markets Primer: Fintech Equities, SPACs, and Venture by The Fintech Blueprint.

B2B 120

B2B Germany Stock Engineer 120

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SEPTEMBER 14, 2021

Will Quist did a great job of explaining this market rhetoric in this thread. The three-question framework goes as such: Q: How much tech-related market cap will be created in the next 10-20 years? So, on one hand, the market see ms like a total frenzy these days. Source: Cambridge Associates (VC) & TradingView (Equities).

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

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DECEMBER 10, 2015

But just because the campaigns on Kickstarter and Indiegogo seem to be getting more absurd and less beneficial to both backers and startups doesn’t mean that crowdfunding — as a fundraising and market gauging mechanism — has become less effective. We also wanted to be able to use the JOBS Act and give equity to backers.

Startup 120

Startup Campaign Equity Finance 120

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MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year. Salesforce = $2,200+.

Lock-up Period 168

Lock-up Period Retention Azure .Net 168

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FEBRUARY 18, 2016

From the public markets to the private markets, everyone is feeling valuations and optimism contract. As startups raised more capital and needed to compete for the best talent, they’ve been forced to give both real equity and pay market rates. Expect to see a lot of below-market subletting.

Seed Stage 120

Seed Stage San Francisco Startup Valuation 120

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MARCH 5, 2019

When Uber started off as a more expensive “black car” service, people questioned whether it would eventually become a more mass market phenomenon or not. The simplistic way to do this is to zero out the Sales & Marketing line item in the financials and see what happens. So does Lyft have a flywheel of money?

Aggregator 120

Aggregator IPO .Net Revenue 120

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OCTOBER 22, 2015

We’ll need your contributions and your knowledge around categories like Product & Design , Marketing & Growth , Hiring & Talent , Fundraising , and more. – How to respond to questions about market size before you’ve even launched. – Questions to ask when dividing founder equity.

Seed Stage 120

Seed Stage Seed Capital Syndicate Syndication 120

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OCTOBER 3, 2019

The team brought an amazing product to market but the business just didn’t work. Insurance companies have decades if not centuries of brand equity to draw upon. They often require huge amounts of capital to even get in the game, or a very clever marketing hook or defensible channel to get initial traction.

Retention 196

Retention Equity Portfolio Channel 196

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JANUARY 26, 2016

There are a number of factors that have contributed to the rise of pre-seed rounds, but the strongest have been the frothy late-stage financing market, coupled with both the scaling-up of some of the early winners in the institutional seed ecosystem and the scaling-down of some larger funds that retrenched after the financial crisis.

Seed Stage 120

Seed Stage Early Stage Cofounder Finance 120

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NOVEMBER 7, 2019

If you understand the premise of blitzscaling, it’s not truly growth at any and all cost… it’s a strategic mindset for building a company from scratch at previously unheard pace specifically where digital innovation enables capturing a large addressable market. Facebook becomes a $500B+ market cap company.

IPO 202

IPO Early Stage Cofounder B2C 202