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Brett Bivens • The Consumer Subscription Roll-Up Opportunity
The math leads to a clear and definitive lesson for the angel investor: Investing in companies with reasonable initial valuations (typically in very low, single-digit millions) is a good way to increase your chance of achieving strong returns on your entire angel portfolio. Conversely, investing in companies at high valuations, regardless of how at
... See moreDavid S. Rose • Angel Investing: The Gust Guide to Making Money and Having Fun Investing in Startups
Seth Rosenberg • First Principles of Investing in FinTech
Substack • Shreyas Doshi on pre-mortems, the LNO framework, the three levels of product work, why most execution problems are strategy problems, and ROI vs. opportunity cost thinking
Ev Williams
@evwilliams
When someone tells me they have a founder they want to introduce me to but they’re worried because the person is a wild card, I set that meeting up for the next day. Angel investors are looking for wild cards, because the best founders are typically inflexible and unmanageable, pursuing their visions at the expense of other people’s feelings.
Jason Calacanis • Angel: How to Invest in Technology Startups—Timeless Advice from an Angel Investor Who Turned $100,000 into $100,000,000
Alex, who is Palantir’s CEO, spends 25 days a month on the road, meeting with clients and potential clients. Our deal sizes range from $1 million to $100 million. At that price point, buyers want to talk to the CEO, not the VP of Sales.
Peter Thiel, Blake Masters • Zero to One
Having seen this example, Palantir partnered with a secondary fund to offer liquidity to its employees so that they would never trip the five-hundred-plus owner barrier.