We understand most early-stage founders don’t have time or money for fancy investor conferences because they’re too busy putting every minute & dollar into building a great product for raving customers.
If you’re this founder, we want to hear from you!
$2M seed at 20% dilution
means every $100k you burn on stuff that doesnt move revenue costs you 1% of your company
founders would think about spend WAY differently if they did that math out loud
If this is you, we want to hear from you…
“In this world, who finds the non-consensus ideas and the weirdos? Who supports the founders that haven’t earned the credentials, yet? What’s the pipeline for the world-changing or life-saving companies that might only be worth billions, and not trillions?”
If there's anything in your company that is done that AI isn't able to do currently there is value in the data of how you do it.
Yes, the operational "exhaust" from your company is worth a lot of money (for the foreseeable future).
Including if your company is defunct.
DM me.
Founders: NEGOTIATE EVERYTHING
“Everything is negotiable: rates, payment schedules, and monthly fees. Even in good times, don’t be afraid to negotiate—it’s part of the game. Many firms, for example, will delay billing until you’re funded if you have the chutzpah to ask."
— Guy Kawasaki
Today marks 6 years of building @AlliedVC and it still feels like we're just getting started.
We've seen a lot in 6 years: investing through a global pandemic, the 2021 bull cycle, 2022 bear market, and now the Al boom. 2026 is on track to be our biggest year yet for dollars deployed, number of investments and follow-ons/markups.
Thank you to the many incredible founders who have let us support your journey and to the LPs around the globe who continue to back them. None of this happens without you!
Onward 🚀
in the venture market, growth matters more than profitability at almost every stage
being profitable is great, but if that profit comes from a business that can’t scale, it doesn’t make it a great venture investment
VCs are looking for companies that can turn additional capital into much more growth and eventually justify much larger outcomes
so if you’ve found something that works, optimizing for profit too early can actually slow you down
reinvest aggressively into growth, figure out what scales, and prove you can keep deploying more capital efficiently
profits matter, but venture is a game of scale
growth > profits
A friendly reminder that most VC funds cannot invest in LLCs due to various tax and legal barriers.
Know this before reaching out to VCs for funding. It’ll save you a lot of time.
"Listen to people’s feedback on your pitch and your plan, change it when it makes sense, but hold on to your vision and your “why” and don’t rearrange yourself based on the whims of every investor you talk to."
— @tfadell, Build
We're hiring editors! This is a full-time position, based in Austin or Calgary.
If you're interested in startups, tech, and AI, this could be a great fit for you!
Application details in the comments 👇
Episode 25 of Freedom Money is live!
This week, Matt Wilson, former founder and now Lead at @AlliedVC , joins us to share what it’s really like to make the leap from building companies to backing them.
Grab a seat, sit back, and enjoy the full episode on YouTube.
Let us know your biggest takeaway after watching.
The deadline to apply for YC F26 is tonight at 8pm PT!
If you're an earnest builder working on something people want, we'd love to hear from you: https://t.co/gNl84ElBrq
Excited to see portco RetinaLogik leveling up. New office, same relentless focus 🚀
Growth like this doesn’t happen by accident. It’s the compounding result of a team that’s been heads-down building, shipping & earning trust with customers.
Proud to back this team! 🔥