the best way to avoid getting over-diluted
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the best way to avoid getting over-diluted
With Down Rounds at 20%+ of all venture deals closed in 2023, a second order effect is coming into play: Broken cap tables.
What are broken cap tables?
• Simply put: Taking too much dilution, too early.
Broken cap tables and down rounds go hand-in-hand.... See more
Startup CEOs: when framing your competition to investors, recognize that in investors’ eyes, is a hierarchy of competition, from most worrisome to least.
(1) Venture funded startup competitors: investors are extremely worried when there are other venture funded startups trying to solve the same problem for the same... See more
Gokul Rajaramx.comThis story from @chamath on the experience of 8090 trying to sell software to PE is an almost perfect example of the differences between PE & VC.
So 8090 meets with a bunch of PE Partners and pitches the idea that they can do custom built, AI native software, that can make you more efficient and double margins. Maybe... See more
John Caplex.com