This is great information for anyone running a startup. Whether venture-funded, PE-backed, or bootstrapped, understanding these metrics will help you track the right metrics and build for success.
I remember you guys mentioning a story on the pod where a guy bought a bunch of cheap common secondary shares because upon IPO the shares are all treated the same. My thesis then for a fund would be to buy a bunch of super cheap common secondaries from companies whose founders/employees believe they’ve been crammed down and want to exit for at least .40 on the dollar. One of those may actually pop off and make the fund? 🤷 Cram Fund I LLC
Curious about an interim position, not VC and not PE but growth equity investors. I am seeing aggressive interest with metrics in between the good and great categories from growth equity investors that do not require profitability like PE or >100% growth like top tier VCs.
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who's here after all-in pod?
Me
👋
Me. Your comment has 34 Likes. I thought it’d be more like 34k. Makes me feel elite.
Yes!!
This is great information for anyone running a startup. Whether venture-funded, PE-backed, or bootstrapped, understanding these metrics will help you track the right metrics and build for success.
This was a such a useful discussion, i've listened through 3x 🙌
I'd love to hear a similar sort of discussion for early stage start ups at pre-seed.
Thanks to David and the Craft team for this info - I appreciate you sharing your wisdom!
Great insights into PE vs VC and how to think about burning vs conserving in a downturn environment. Came here from the All In podcast.
Big fan - Love the new hair on the All In Pod. Looking great brother!
Its crazy that this type of information is just floating around on the internet with no one paying attention to it
So good I'm going to watch it again
this is really informative! thanks a lot
Great video, thanks for putting this together!
I remember you guys mentioning a story on the pod where a guy bought a bunch of cheap common secondary shares because upon IPO the shares are all treated the same. My thesis then for a fund would be to buy a bunch of super cheap common secondaries from companies whose founders/employees believe they’ve been crammed down and want to exit for at least .40 on the dollar. One of those may actually pop off and make the fund? 🤷 Cram Fund I LLC
Curious about an interim position, not VC and not PE but growth equity investors. I am seeing aggressive interest with metrics in between the good and great categories from growth equity investors that do not require profitability like PE or >100% growth like top tier VCs.
Straight up from All-In Pod🌚