The hottest Investors Substack posts right now

And their main takeaways
Category
Top Finance Topics
Product Mindset's Newsletter 11 implied HN points 23 Jul 23
  1. Focus on building something that a small number of users love, rather than aiming for a large number of users who just like your product.
  2. A pitch deck should provide a clear and concise overview of your startup, focusing on key areas like problem, solution, market, product, team, competition, and financial projections.
  3. Key to a successful pitch deck is clarity, differentiation, and convincing the audience of your idea's high potential and chances of success.
Magis 1 HN point 20 Feb 24
  1. Simpson's paradox teaches us that aggregate metrics can lead to wrong conclusions when not considering the composition of the aggregate.
  2. A common construction of churn metrics can be misleading; decreasing aggregate churn rate may not always mean the revenue base quality is improving, and sudden increases can be due to new customers rather than a decline in quality.
  3. Churn paradox occurs when fixed-period aggregate churn rates ignore the sizes of customer acquisition cohorts, leading to skewed conclusions about customer retention and revenue base.
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Technology Made Simple 39 implied HN points 09 Apr 22
  1. Equity Financing: Tech companies often use equity financing to raise initial capital by selling ownership of the business to investors. This allows for flexibility and growth opportunities, but founders may have to listen to investors and risk losing control.
  2. Debt Financing: Another option for raising money is through debt financing, where companies take loans instead of selling ownership. This can lead to slower initial growth but ultimately makes the founder the sole owner of the company once the debt is paid off.
  3. Financial Structures: Understanding basic financial structures in tech is crucial for career success. Variants like non-voting stocks and LLCs can help mitigate risks while maximizing profit potential.
Golden Pineapple 7 HN points 24 Jul 23
  1. More than 30% of venture-backed Israeli and Indian startups establish headquarters in the US for various benefits like access to resources and investor preference.
  2. The United States, particularly Silicon Valley, is a top choice for startups due to tech innovation, a thriving ecosystem, market size, ease of incorporation, and investor preferences.
  3. Indian and Israeli startups face unique challenges in their home countries, making the US a natural choice for expansion and growth.
Startup Real Talk 1 HN point 18 Oct 23
  1. Venture capital investors expect high returns, so startups need to aim to be either hugely successful or risk being considered failures.
  2. In the world of venture-backed startups, growth is essential - if a business can't sustain growth, it may face failure.
  3. Founders should carefully assess if venture capital funding aligns with their business goals and take steps to mitigate potential misaligned interests with investors.
Venture Prose 19 implied HN points 30 Sep 15
  1. Monthly investor reports should be simple, informative, and business-focused to help investors understand the company's progress and needs.
  2. Structure the report with KPIs, specific needs, and a thank you message to engage investors and prompt actionable responses.
  3. Keep paragraphs short, use consistent formatting, and prioritize relevant information over unnecessary details in the report.
Venture Prose 0 implied HN points 16 Nov 15
  1. Founders should have a great pitch deck, relevant data, and a list of potential investors when seeking introductions from fellow investors.
  2. When making an introduction email, include clear market information, business metrics, unique selling points, and fundraising details.
  3. Investors need to be convinced by the business, team, and CEO in order to secure funding.
Venture Prose 0 implied HN points 19 Mar 14
  1. Communication is key for VCs and CEOs. Share culture, strategy, and expectations to be understood.
  2. Sharing real experiences and lessons is valuable. Provide unique insights beyond mainstream information.
  3. Sharing knowledge and stories is beneficial for everyone. It contributes to better quality information and personal understanding.
Magid and Co 0 implied HN points 18 Jan 24
  1. 2023 was challenging for companies raising venture capital, with the total capital, deal volume, and median deal size being below the peak in 2021-2022.
  2. Notable trend: Later stage rounds were more affected than early stage ones, possibly due to their IPO expectations and proximity to public markets.
  3. Brand name investors reduced activity, with a drop in the number of Series A, B, and C rounds led by them compared to the broader market, suggesting founders need to pitch to a broader range of funds.
CyberSecurityMew 0 implied HN points 30 Jun 23
  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.
Afridigest 0 implied HN points 04 Mar 24
  1. Afridigest provides a Week in Review focusing on Africa tech, sharing exclusive reports on Jumia Food and startups digitizing payments in Nigeria.
  2. The Afridigest Week in Review highlights organizations like Partech, Gro Intelligence, and executives like Cyril Collon, Tayo Oviosu, and others.
  3. The content is curated for paid subscribers, offering in-depth insights into the African tech ecosystem.
Global Markets Investor 0 implied HN points 22 Feb 24
  1. Market investors and traders are starting to consider the possibility of a rate hike by the Federal Reserve instead of a rate cut this year due to stubborn inflation data.
  2. Recent market reactions show a significant shift in expectations, with traders now expecting 3 to 4 interest rate cuts in 2024 compared to the initial expectation of over 7 cuts.
  3. There is now a notable risk in the market as some investors are beginning to hedge against the possibility of an interest rate hike, which could lead to turbulent times if inflation data continues to surprise on the upside.
Venture Prose 0 implied HN points 03 Sep 18
  1. The people we meet play a significant role in both our successes and failures. Being aware of this and interacting with kindness, insight, and sincerity towards those we encounter can lead to greater fulfillment.
  2. Our relationships and encounters are vital in nurturing attributes like motivation, ambition, talent, optimism, and more, which are crucial for success. French networks should strive to be more open, ambitious, and honest.
  3. Entrepreneurs often feel alone and misunderstood, surrounded by inadequate investors and self-centered circles. It's essential to engage in meaningful exchanges, cultivate diverse relationships, and maintain an authentic, friendly, and effective attitude.
Venture Prose 0 implied HN points 10 Aug 18
  1. Venture Capital in the US is 5 times bigger than in the EU, showing a significant difference in investments.
  2. European tech giants have emerged mainly from the UK, Nordics, and Germany, with specific factors contributing to their success.
  3. Building tech giants requires ambitious founders, diversity, and sufficient capital for growth and success.
Venture Prose 0 implied HN points 16 Aug 17
  1. Venture-backed entrepreneurs need to focus on building companies and understanding their responsibilities to employees, customers, and shareholders.
  2. Investors in the venture capital industry may lack excellence due to various reasons like lack of emotional intelligence, industry norms, and structural issues in the investment model.
  3. Investors have different agendas and interests compared to founders, which can lead to challenges in communication and alignment of goals.