The hottest Venture Capital Substack posts right now

And their main takeaways
Category
Top Business Topics
Venture Curator 399 implied HN points 29 Feb 24
  1. Product-market fit means creating a valuable product that customers love and recommend.
  2. Experts emphasize the importance of finding product-market fit before focusing on scaling or fundraising.
  3. Metrics like retention rates, net promoter score, and customer feedback are key indicators of product-market fit.
Joe Reis 530 implied HN points 20 Jan 24
  1. Data modeling has various definitions by different experts and serves to improve communication, provide utility, and solve problems.
  2. A data model is a structured representation that organizes data for both humans and machines to inform decision-making and facilitate actions.
  3. Data modeling is evolving to consider the needs of machines, different use cases, and a wider range of modeling approaches for various situations.
Space Ambition 119 implied HN points 14 Jun 24
  1. Investments in SpaceTech are expanding, especially in areas like in-orbit economy and debris removal. This is important for making space activities sustainable.
  2. European DeepTech startups are well-positioned to compete globally, but they need better funding and support from institutions. There's a gap in spending compared to the U.S.
  3. Investing in specialized areas like Industrial Automation is promising due to the massive data generated. Innovations in this sector can lead to smarter operations and decision-making.
The VC Corner 479 implied HN points 28 Jan 24
  1. Figma is lowering its company value, which shows that even well-known startups can face tough times. It's important for businesses to be realistic about their worth.
  2. Knowing how to value your startup is crucial for attracting investors. Different factors play a role in determining a startup's value.
  3. Generative AI is becoming a big topic and resource for many. Understanding it can help startups leverage technology for growth.
Venture Prose 1058 implied HN points 12 Mar 23
  1. The Family organization had a lot of ambitious individuals and a strong sense of community, but struggled to find a sustainable business model.
  2. Despite the energy and enthusiasm within The Family, they faced challenges with loose processes, lack of focus, and poor accountability.
  3. Individuals within The Family, like Oussama, played significant roles in both the success and failure of the organization, showcasing the importance of leadership and responsibility.
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Venture in Security 511 implied HN points 16 Jan 24
  1. The cybersecurity industry benefits from a large number of startups that lead to innovation and competition.
  2. Venture capital is crucial for cybersecurity startups to innovate, educate the market, and speed up the adoption of best practices.
  3. Investors need to better evaluate security startups, and the industry needs a reset of expectations to address real problems like navigating undifferentiated tools and poor go-to-market approaches.
Buck on Software 884 implied HN points 20 Mar 23
  1. The software industry may be facing a period of slow growth and low returns, akin to a tiring and boring slog.
  2. Consensus estimates predict a rebound in SaaS growth, resembling past historical market cycles.
  3. Zombie SaaS companies, sustained by oversized funding, create challenges for non-zombie competitors in terms of price competition and talent acquisition.
AI Supremacy 432 implied HN points 05 Feb 24
  1. The author is analyzing and tracking emerging and exponential technology, particularly artificial intelligence.
  2. The newsletters cover various topics such as startups, AI, robotics, quantum computing, and innovation.
  3. There are special offers available for full access to the newsletters with discounts for subscription.
Space Ambition 279 implied HN points 29 Mar 24
  1. There is a fellowship program for people interested in starting space-related businesses. It offers guidance and support to help turn your ideas into reality.
  2. Participants will receive personalized feedback and insights on how to attract investors. This can help make your startup idea more appealing.
  3. The program includes online classes, individual coaching, and access to a network of resources. This structure is designed to assist you every step of the way in launching your space venture.
Second Opinion 589 implied HN points 18 Dec 23
  1. Entrepreneurs should not avoid discussing failure, as it is part of the journey.
  2. Founders should be cautious of taking on too much at once, especially in terms of lobbying for policy changes while building a business model.
  3. When fundraising, founders should carefully consider investor relationships, future funding needs, and the value placed on patient experience.
Newcomer 432 implied HN points 02 Feb 24
  1. Defense tech has become popular among venture capitalists due to global tensions and the U.S. government's increased investments.
  2. Success stories like SpaceX and Palantir have boosted investor confidence in companies focused on government contracts.
  3. Selling to the government, while lucrative, can be a slow and complex process due to procurement challenges.
Newcomer 845 implied HN points 20 Apr 23
  1. Newcomer is hiring for various roles like reporter, interns, and freelance writers.
  2. The company has experienced significant growth in revenue, is profitable, and is expanding its editorial team.
  3. Roles include full-time reporter, freelance opportunities, and intern positions for Summer 2023.
Venture Curator 219 implied HN points 16 Apr 24
  1. Having a moat is crucial for startups to maintain a competitive advantage over competitors, and founders should be able to clearly communicate this to investors.
  2. Successful companies need strong moats, which are built by having bold statements or visions that provide a unique and valuable experience for customers.
  3. Equity among co-founders should be split equally or close to equal, focusing on the work and challenges ahead rather than early contributions.
Venture Curator 199 implied HN points 23 Apr 24
  1. Poor decisions in follow-on investments can be the biggest risk of value destruction for VCs.
  2. Time and effort in VC decision-making are often misaligned, with more focus on initial investments than follow-on.
  3. Two simple methods to determine Product-Market Fit are through retention curves and Net Promoter Scores.
Venture Curator 479 implied HN points 04 Jan 24
  1. When discussing valuation with investors, it's important to provide general ranges without giving a specific price to anchor their expectations.
  2. VCs may ask about your past funding to assess fit and potential valuation issues, so it's beneficial to be transparent about your previous funding details.
  3. A delicate balance is required when discussing existing investors participating in a new round to ensure harmony between new and existing investors.
Venture Curator 179 implied HN points 30 Apr 24
  1. Raising capital is a sales process where founders sell trust and confidence in building something valuable. Understanding VC decision-making dynamics increases the likelihood of closing deals.
  2. Knowing the structure and decision processes of VC firms can help founders navigate partnerships and improve their chances of success.
  3. The key to success in VC pitch meetings is building relationships with various partners within a firm to gain broader support and increase the probability of getting to a 'yes.'
Investing 101 110 implied HN points 15 Feb 25
  1. The American Dream means having the freedom to live as you wish, owning a home, getting an education, and starting a business. Many people still seek these goals, especially the chance to run their own business.
  2. Venture capital often pushes founders to aim for very large, unrealistic goals, which can lead to many startups failing. Most entrepreneurs should focus on building small, sustainable businesses instead.
  3. It's easier to start a small business today than ever before due to new tools and platforms. Don't feel pressured to chase after massive funding; instead, choose a path that fits your goals and lifestyle.
Newcomer 353 implied HN points 09 Feb 24
  1. JPM, Stifel, and Lead Bank will be speaking at the Newcomer Banking Summit on March 14 in San Francisco.
  2. The event will feature speakers like Jackie Reses, Melissa Smith, and Matt Trotter.
  3. The summit will delve into the impact of the Silicon Valley Bank crisis, the changing landscape of banking for startups, and the future of financial technology companies and banks.
bad cattitude 150 implied HN points 20 Jan 25
  1. Being an angel investor means you're thinking about supporting new businesses. It's important to do your research before deciding.
  2. Pitching to you shows that startups are looking for funding and believe in their idea. This can be an exciting opportunity if you choose wisely.
  3. Always ask questions and get advice from experienced investors. They'll help you understand the risks and rewards involved.
Newcomer 727 implied HN points 01 Mar 23
  1. Andreessen Horowitz won the investment round for Character.AI led by Marc Andreessen.
  2. Multiple hot AI fundraising rounds are happening, including investments in Perplexity AI and LangChain.
  3. Other notable investments include Sequoia leading an investment in Dust and Index backing a startup by David Schreiber.
Implications, by Scott Belsky 707 implied HN points 19 Sep 23
  1. The venture capital world is facing harsh realities and there are lessons to be learned about creating great products from failed ventures.
  2. Adopting AI requires a '4 P's' framework: Play, Pilot, Protect, Provoke.
  3. Financing for startups should prioritize product-led growth, focus, and discipline over raising large amounts of capital.
The VC Corner 319 implied HN points 18 Feb 24
  1. Y Combinator wants startups to focus on finding the right product metrics. This will help them measure success and make better decisions.
  2. Understanding the SaaS IPO landscape is important for startups. It gives insights into how to get ready for going public and attract investors.
  3. Raising capital can be easier with the right tools like Fundingstack.com. They help connect startups with a large network of investors.
Venture Curator 219 implied HN points 02 Apr 24
  1. Tarpit ideas can be deceivingly appealing at first but end up draining time and resources.
  2. Consumer ideas are common tarpit ideas due to the high bar set by successful consumer products and the crucial factor of timing.
  3. Recognizing and avoiding tarpit ideas, such as those with survivor bias or difficulty in scaling, is vital for a startup's success and founders should pivot strategically based on supply and demand dynamics.
Venture Curator 199 implied HN points 11 Apr 24
  1. Successful VC fundraising starts by identifying the right fit - pay attention to signals VCs give about the types of startups they want to fund.
  2. Pitch big visions to VCs, focusing on disruptive opportunities with outsized returns to stand out in the competitive startup landscape.
  3. Key factors for VCs to invest include unique insights, good timing, clear messaging, scalable growth plans, strong moats, early traction, and founder's passion.
Venture Curator 239 implied HN points 21 Mar 24
  1. Successful startups often implement Paul Graham's 'Do Things That Don't Scale' strategy in their early stages to focus on learning and validating their business model rather than on rapid growth.
  2. Startups like DoorDash, Airbnb, Groupon, Reddit, and Zynga have effectively used manual and non-scalable tactics to kickstart their businesses before reaching product-market fit.
  3. Founders of successful startups need to embrace the less glamorous, hands-on work in the early days, shifting focus from high-flying leadership to getting deeply involved in all aspects of the startup.
Venture Curator 399 implied HN points 12 Jan 24
  1. Investors may fund startups based solely on the idea, without requiring traction or revenue.
  2. Startups aiming for funding should focus on a scalable business model with evidence of potential growth.
  3. Key aspects for successful startup ideas include solving popular, urgent, and growing problems, starting with the problem before the solution, and having a clear unfair advantage.
Venture Reflections 20 implied HN points 07 Jan 25
  1. People often leave venture firms due to interpersonal conflicts. Sometimes, team members just don't get along, leading to a toxic work environment.
  2. Poor performance or low expectations can drive people out of a firm. If someone's work isn't meeting the firm's goals, they might be asked to leave.
  3. Many individuals seek more control over their careers. They may leave to find better opportunities or build firms that align with their values.
Life Since the Baby Boom 230 implied HN points 05 Dec 24
  1. Len lands a new job as a Venture Capitalist Assistant, where he will help a company get more funding. He feels excited and valued in this role, especially after his TV appearance as an 'Internet investing wizard.'
  2. The company Len is working with, NetsForAll, is fictional, but it reflects the early days of Internet Service Providers. This shows how innovative ideas were emerging before the Internet became widely known.
  3. Len gets to meet important people in the Internet business and share stories from his past experiences, like solving a big embezzlement case. This mix of new opportunities and past accomplishments makes him feel fulfilled.