A detailed read on DST Global and its uncanny knack of predicting & replicating tech trends across the globe "There is the world of loud investing and the world of quiet investing...If the quiet world has a conqueror, it is DST Global"
Fred Wilson shares his concerns on $100mn post money seed rounds. "The failure rates are so high in early-stage investing that the power-law curves are steep. If your best-performing investment, after taking significant dilution, cannot return your early-stage fund, then you are doing something wrong."
The author says that companies that regularly communicate with their investors are twice as likely to raise follow on funding, and also shares her version of investor updates.
How to get the most out of your investors (Cabal + Y Combinator)
https://www.youtube.com/watch?v=DulRRmtXo8EA 45-min video which details ideal investor updates, delivering asks and dealing with unresponsive investors. (P.S. You may skip the intro and begin at 7 mins)
The Changing Venture Landscape
https://bothsidesofthetable.com/the-changing-venture-landscape-6b655c68e631A good read on the implications of easy liquidity on round sizes, fundsand how VCs are evolving (barbell approach)."On the one hand, you’reover paying for every investment and valuations aren’t rational. Onthe other hand, the biggest winners will turn out to be much larger th...
Startup CEOs Should Test Strength of Cap Table Every ~6 Months To Know Where They Stand.
https://hunterwalk.com/2021/09/05/if-youre-not-sure-whether-your-current-investors-would-give-you-more-money-the-answer-is-likely-noHealthy founder <> VC relationships should always have open discussions about capital.
Do You Have a Weak Investor Syndicate? You Need to Know.
https://www.saastr.com/do-you-have-a-weak-investor-syndicate/?utm_source=pocket_mylistEven in these, The Best of Times for SaaS and Cloud, an important butsubtle issue is coming up for a lot of start-ups. Especially thesedays, when more and more seed, Series A and even Series B rounds arebeing done by less traditional sources of venture capital.The&...
A16Z is pulling a page from Amazon's book "Your margin is myopportunity" - A16Z is no longer building a venture capital firm; it isbuilding a new type of venture corporation with a thick management layerthat helps support its multiple portfolio companies with marketing,legal, lobb...