Saved by Mo Shafieeha
Thinking About Thinking
As VCs imagine the future for any given company, take the time to go through that exercise. Talk to the founders and operators who understand that market most intimately. What do people believe will happen? What could they be wrong about?
Kyle Harrison • Markets, Markets, and Markets
Why you should never have a data room — the most counter-intuitive fund-raising advice you’ll ever…
Mark Susterbothsidesofthetable.com
Frameworks to prove your market is big enough for investors. | VC & Startup Jobs.
Sahil Ropen.substack.com
Often, companies are underestimated because people believe the market isn't large enough, and the execution will have risks (e.g. Crowdstrike). So how does that translate into the valuation I can pay today? If you have a fundamentally different belief about the size of the market then you believe that the company will be able to address more custom... See more
Kyle Harrison • Markets, Markets, and Markets
Marketers and their investors typically think of market size as three numbers; TAM (total addressable market), SAM (served available market) and target market. The TAM for makers of a new smartphone app might be the 1 billion total smartphone owners worldwide, but if the application is available only in English or works only on an iPhone, the SAM o
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