The hottest Financing Substack posts right now

And their main takeaways
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PMF Score Vs NPS & Sequoia Capital's Runway Reality Check for Founders | VC Jobs

Venture Curator • 259 implied HN points • 17 May 24
💼 Business Venture Capital Startup Advice Financing Entrepreneurship Job Opportunities
  1. PMF score measures how well your product meets users' needs by asking how disappointed users would be without it.
  2. NPS measures customer loyalty by asking how likely they are to recommend the product.
  3. Using clear opinions to make decisions, splitting equity equally among co-founders, and recognizing signs of a 'zombie' startup can lead to success in the VC world.

Restoring Japan's Leadership In Innovation, Part I

Japan Economy Watch • 379 implied HN points • 11 Mar 23
💼 Business Innovation Startup R&D Collaboration Financing
  1. Open innovation is crucial for technological advancement, emphasizing the need for collaboration between large companies and startups to succeed in rapidly changing industries.
  2. Japan lags behind in open innovation, with most R&D conducted in-house, leading to a decline in global competitiveness in industries like electronics.
  3. The immobility of star scientists in Japan, due to factors like lifetime employment systems and lack of mobility, hinders the growth of innovative startups and limits the potential for successful spin-offs.

The Game-Changing Clause Every Entrepreneur Should Add to Their Convertible Notes

Venture Curator • 219 implied HN points • 12 May 23
💼 Business Entrepreneurship Investment Financing Startups Legal
  1. Convertible notes with caps can have hidden risks for entrepreneurs, especially when the conversion price exceeds the cap.
  2. Adding a specific clause to convertible notes can protect entrepreneurs from potential unfavorable outcomes when converting to equity.
  3. Including a clause stating a non-participating liquidation preference in a convertible note can level the playing field and provide essential protection for entrepreneurs.

How to mess up a good company and not make any money along the way

SaaS Engineering • 137 implied HN points • 02 Jul 23
💰 Finance Investing Venture Capital Financing Business Operations
  1. Investing early in a successful company may not guarantee returns if mispricing and over financing occur.
  2. Selling secondary shares at various funding rounds can lead to a more secure return than waiting for a long-term exit.
  3. Maintaining a conservative financing trajectory can lead to attractive outcomes, even if less exciting than high-risk strategies.
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Death to DTC? Enabling the future of cross-channel commerce

Equal Ventures • 138 implied HN points • 07 Jun 22
💼 Business E-commerce Retail Marketing Logistics Financing
  1. The acceleration of e-commerce due to COVID led to a significant shift in consumer behavior towards online shopping, particularly in categories like groceries.
  2. Direct-to-consumer (DTC) brands are facing challenges with rising customer acquisition costs, impacting their margins and leading to a shift towards omnichannel strategies for survival.
  3. New business models are emerging in retail, emphasizing the importance of marketplaces, brick-and-mortar stores, and multi-channel management software to drive growth for merchants in a rapidly evolving landscape.

China Cybersecurity Market Review (2023·Q2)

CyberSecurityMew • 0 implied HN points • 03 Jul 23
💼 Business Cybersecurity Financing Market Analysis
  1. 11 cybersecurity companies in China raised funds in Q2, mainly in Round A & B financing, with 2 M&A deals and 2 planning to go public.
  2. This report discusses market cap data of 29 cybersecurity public companies in China in Q1.
  3. Z-One Consulting is a Chinese business research and accelerator institution focusing on cybersecurity start-ups, offering various services like business strategy consulting and mergers & acquisitions.

"Chiansec" announced the completion of a new round of financing worth tens of millions of RMB

CyberSecurityMew • 0 implied HN points • 30 Jun 23
🕹 Technology Security Financing Investors Cybersecurity
  1. On June 30, 2023, cybersecurity company "Chiansec" completed a significant round of financing with key investors, including Eight Roads Capital and Red Point Ventures.
  2. Chiansec specializes in zero-trust security, focusing on a platform architecture integrated with microservices that emphasize identity and control.
  3. Investors recognize the growth potential in Chiansec's innovative zero-trust security solutions, seeing its applicability in addressing vulnerabilities in traditional network security for enterprises.

FengtaiSec Completes 120 Million Yuan B+ Round Financing

CyberSecurityMew • 0 implied HN points • 06 Jun 23
🕹 Technology Cybersecurity Financing Network Security Innovation
  1. FengtaiSec completed a 120 million yuan B+ round financing on June 6, 2023, mainly for strategic layout and technological innovation.
  2. The industrial network security industry in China is advancing rapidly due to innovation and extensive applications in various sectors.
  3. Investors in FengtaiSec highlighted the company's innovation in the industrial security sector and its potential in safeguarding digitalization in industrial settings.

Seclead Completes New Round of Over 100 Million Yuan Series B Financing

CyberSecurityMew • 0 implied HN points • 23 May 23
💼 Business Cybersecurity Financing Technology Digital Security Investment
  1. Seclead completed a new round of over 100 million yuan Series B financing on May 23, 2023, led by Beijing Firstred M&A Capital.
  2. The funds raised will be used for research and development in digital security products, modeling, platforms, supply chain upgrades, operations, and market expansion.
  3. Seclead aims to offer comprehensive digital security solutions for China's digital transformation, strengthening its foundation.

BaseBit.ai Completes B++ Round Financing

CyberSecurityMew • 0 implied HN points • 26 Apr 23
💼 Business Cybersecurity Financing Investment Technology
  1. BaseBit.ai completed a B++ round financing of hundreds of millions of yuan to develop products for the Internet of Data and Computing (IoDC).
  2. A group operation mode will be implemented to integrate regional forces and accelerate the construction of an IoDC network.
  3. The CEO expressed gratitude for the support, indicating optimism from the capital market towards data-driven solutions.

TalentSec Raised a Pre-A Round｜China Cybersecurity

CyberSecurityMew • 0 implied HN points • 02 Apr 23
🕹 Technology Cybersecurity Financing Company Overview
  1. TalentSec, a cybersecurity company in China, raised a Pre-A Round of financing from Shunwei Capital in 2023.
  2. TalentSec focuses on offering BAS, ASM, and Cyber Range solutions mainly to large and medium-sized enterprises in financial, government, and energy sectors.
  3. Shunwei Capital views the cybersecurity industry as having significant market potential in the next few years due to increasing cyber threats domestically and globally.

What Covid can teach us about entrepreneurship?

Joshua Gans' Newsletter • 0 implied HN points • 25 May 21
💼 Business Entrepreneurship Economics Financing Discrimination Research
  1. Covid-19 led to shifts in entrepreneurial opportunities, with some ventures thriving (like online businesses) while others struggled (like physical stores).
  2. The pandemic allowed for some individuals to reevaluate their career paths and possibly pursue entrepreneurial endeavors, especially due to the pause it enforced and the time it provided for reflection.
  3. Research indicates that discrimination in lending markets may have made it difficult for certain neighborhoods, particularly those with higher proportions of black residents, to secure loans for new business ventures.

Mitch Anzuoni: DESENSITIZED WEB: A SURVEY OF CRYPTOLITERATURE

Do Not Research • 0 implied HN points • 15 Feb 22
📚 Literature Web3 Digital Media Financing
  1. The rise of web3 platforms like Mirror is changing how writers monetize their content, moving away from ads and grants towards market speculation and tokenizing their work.
  2. Mirror blurs the line between readers and investors, offering backers a stake in the digital assets created by writers, fundamentally altering the traditional relationship between creators and their audience.
  3. While platforms like Mirror offer new financial opportunities for writers, the shift towards a tokenized creative environment raises questions about the true value placed on artistic expression versus financial gain.

Alibaba's coming out party: Valued right, but is it priced right?

Musings on Markets • 0 implied HN points • 08 Sep 14
💼 Business Investing Financing Valuation Corporate Governance Market Analysis
  1. Alibaba has a strong presence in the Chinese online retail market, which gives it a lot of potential value. The company has high revenue growth and good profit margins, making it attractive to investors.
  2. When setting a price for an IPO, bankers focus more on how much they think investors will pay rather than the company's actual value. This means the price can often be subjective and influenced by market demand.
  3. Investing in Alibaba might be risky due to concerns about its governance structure and how it operates under Chinese regulations. Anyone considering investing should be aware of these factors.

China ICS/OT security startup WangTeng Tech has completed a strategic financing of nearly 100 million yuan.

CyberSecurityMew • 0 implied HN points • 26 Feb 24
💼 Business Cybersecurity China Technology Financing
  1. WangTeng Tech, a China-based ICS/OT security startup, secured nearly 100 million yuan in strategic financing, signaling market interest in industrial Internet + security.
  2. The successful financing round reflects investor confidence in WangTeng Tech's development strategy and business model, setting the stage for further growth and innovation.
  3. WangTeng Tech aims to leverage this funding to advance product development, expand the market, strengthen the team, and enhance strategic partnerships for future success.

Aerospacex Completes Multi-Million Yuan New Financing Round

CyberSecurityMew • 0 implied HN points • 19 Jan 24
🕹 Technology Cybersecurity Data security Financing Research and Development Market Share
  1. Aerospacex completed a multi-million yuan financing round led by listed companies and strategic shareholders in the industrial sector, including the company's founder and core executives.
  2. The funding aims to enhance operational cash flow, invest more in data security sandbox technology, recruit technical talents, and expand collaboration for industry solutions, particularly in banking and central state-owned enterprise sectors.
  3. Aerospacex plans to focus on data security sandboxes for future technical foundation, intensify research, and development, collaborate with industry vendors, leverage shareholder resources to enhance market share in critical sectors.

NoSugar Tech has completed a new round of strategic financing

CyberSecurityMew • 0 implied HN points • 06 Dec 23
🕹 Technology Cybersecurity Financing Tech Innovation Digital Security
  1. NoSugar Tech has completed a new round of strategic financing, aiming to enhance their capabilities in combating network crimes and become a leading enterprise in network space governance.
  2. NoSugar Tech, founded by the security team PKAV, offers efficient solutions for combating various network crimes and has provided valuable services to public security agencies, operators, financial institutions, and internet companies nationwide.
  3. Gaocheng Capital, the lead investor, expressed confidence in NoSugar Tech's technological strength and market potential, highlighting the importance of digital security in today's advancing digital world.

China ICS/OT Security Unicorn Changyang Tech completed a new round of strategic financing

CyberSecurityMew • 0 implied HN points • 29 Nov 23
🕹 Technology Cybersecurity Financing Tech industry
  1. Changyang Technology completed a new strategic financing round with investments from various entities, including state-owned institutions like Fujian Big Data Group and Shandong Airport Capital, indicating cross-regional industrial cooperation.
  2. The funds raised will be used to strengthen the company's business and industrial foundation, enhance partnerships, and drive development and innovation in the industry.
  3. Changyang Technology, a high-tech enterprise, focuses on industrial internet security and has a strong team with over 75% technical R&D personnel, positioning itself as a leader in the industry.

CYSoftware completed Pre-A round financing of tens of millions of yuan

CyberSecurityMew • 0 implied HN points • 11 Sep 23
💼 Business Cybersecurity Financing Technology Innovation Investment
  1. CYSoftware completed a Pre-A round financing worth tens of millions of yuan on September 7, 2023, led by SCGC and followed by Horizon Capital, to advance core technology innovation for secure domestic ICT development.
  2. Specializing in creating secure operating systems, CYSoftware offers services that support various industries, like petrochemicals and industrial manufacturing, providing a stable foundation for a secure national information technology ecosystem.
  3. The investment team at SCGC sees the potential for large-scale adoption of domestic ICT products in China, emphasizing CYSoftware's deep industry roots, development of highly secure operating systems, and commitment to enhancing security services.

OPENXORG Completes Nearly 100 Million Yuan in Series A Financing

CyberSecurityMew • 0 implied HN points • 01 Aug 23
🕹 Technology Cybersecurity Financing AI Development Investment
  1. OPENXORG completed nearly 100 million yuan in Series A financing led by Qi An Security Capital, Suzhou Xiangcheng Financial Control, and Haibang Investment.
  2. OPENXORG Technology focuses on security operations, offering products like the RedWhale RedOps Security Collaboration Response Platform and has a strong market presence.
  3. Qi An Security Capital highlighted OPENXORG's contribution to intelligent and automated security operations, aligning with the increasing demand for cybersecurity capabilities in China.

Hangzhou SPInfo Tech Completes a New Round of Strategic Financing

CyberSecurityMew • 0 implied HN points • 20 Jul 23
🕹 Technology Cybersecurity Data security Financing
  1. Hangzhou SPInfo Tech completed a new round of strategic financing with the help of Hangzhou DAS-Security.
  2. The company specializes in data security with a focus on data asset management, compliance inspection, detection, and assessment.
  3. Through collaboration with DAS-Security, SPInfo Tech aims to enhance its technology, expand its market, and ensure user data security.