Evin Grano

Technologist & LP; Product & Tech, #Blockchain & #FinTech, #MachineLearning & #AI. Thoughts 💭 are my own. RT 🚫 endorsement

[Evin Grano @TechYeoman]

@MartinGTobias - Burn rates that don’t match the stage
- Empty funnels
- Resistance to feedback

[Evin Grano @TechYeoman]

Made it, Ma! Top of the world!

I'll be joining the PeaceTech Accelerator as an advisor alongside Shane Ray Martin (https://t.co/FFkdWuE1VQ).

I spent two decades as a software engineer before moving into investing, and what I have learned in both seats is the same. The best companies reduce friction at scale, especially in the industries most people avoid. PeaceTech is something we can all live with...

I'm thankful to work alongside @cartainc, @rhobusiness, @finstratmgmt, @salesforce, and @AEDBizInvest.

[Evin Grano @TechYeoman]

GO DUKE #mmselfie

[Evin Grano @TechYeoman]

@MartinGTobias Wasn’t this the point of Path way back when?

[Evin Grano @TechYeoman]

@MartinGTobias Just emailed you an interesting one… AI + Vision for sewage treatment plants.

https://t.co/xGSK9pT9Q3

[Evin Grano @TechYeoman]

@MartinGTobias @EliLillyandCo launch of the Tunelab with @nvidia is pretty innovative… especially with allow free access if you give them the data to make the platform better.

I’m very excited to see where it goes.

[Evin Grano @TechYeoman]

@damianplayer BORING

[Evin Grano @TechYeoman]

@MartinGTobias Martin woke up this morning and chose…

[Evin Grano @TechYeoman]

@ankurnagpal There used to be a company that did this called CalledIt! I don’t think it succeeded… but it was this idea exactly.

[Evin Grano @TechYeoman]

@BrandonBlatnick Mr. Contrarian… 😜

[Evin Grano @TechYeoman]

@AlfieJCarter @andreyee and TigaAI are doing this with great success.

[Evin Grano @TechYeoman]

@echamudi @MartinGTobias Somebody needs to pay you something even if you’re pre-seed. Or you’re just gambling.

[Evin Grano @TechYeoman]

@MartinGTobias Use @n8n_io … it’s the best workflow orchestration that I’ve found.

[Evin Grano @TechYeoman]

Founders often confuse persistence with clarity.

A “no” from an investor isn’t always a judgment on your business. Sometimes it’s just misalignment���wrong thesis, wrong stage, wrong time. But when a founder tries to correct the investor’s thesis, they don’t look persistent. They look desperate.

No investor wants to be told they don’t understand their own strategy. That’s not persuasion. That’s arrogance.

Founders who press like this don’t realize what they’re actually doing:
•Burning trust
•Losing access
•Earning a silent blacklist

There’s no prize for arguing your way into a cap table. Investors don’t back companies because you changed their mind. They back companies because your fit was obvious.

If it’s not a fit—move on. Time is oxygen in a startup. Don’t waste it chasing someone who’s not built to believe.

Better to say:
“Appreciate the response. If you know someone aligned, would love an intro.”
That’s grace. That gets remembered.

Founders win when they find Right Fit, Right Time. Not by forcing the door open.

Save your persistence for the hard parts: product, team, customers. That��s where it compounds.

[Evin Grano @TechYeoman]

@sethbannon I think a lot of this would dissipate if VC wasn’t so focused in SF. I think there is a lot of problems that need to be solved that take longer than the San Fran VC timeline…

[Evin Grano @TechYeoman]

Agreed. Actually…with the tech outsourcing that is going on right now in larger companies, I think you can pick up new talent if you are well funded. There is going to be a passion gap and that’s an interesting problem to overcome.

I like this line… need to think about it more.

[Evin Grano @TechYeoman]

@Roback13 @lizwessel “Turnaround” often means a down round in these circumstances. That’s pretty much the scarlet letter. Hard to keep founders and talent.

[Evin Grano @TechYeoman]

The 10-year Treasury yield climbing to 4.7% raises the risk-free rate, making investment benchmarks harder to surpass. Valuations will tighten as the equity markets adjust to higher discount rates.

This signals markets hedging against inflation—or uncertainty about how a new Trump administration will shape economic policy.

With traditional equities under pressure, expect capital to chase outsized growth opportunities. The question is: How will this shift affect VC?

Will funds deploy capital more cautiously, spreading smaller bets across a broader portfolio? Or will they concentrate firepower into fewer deals with larger follow-ons?

A new risk paradigm is forming—adaptation will define winners.

[Evin Grano @TechYeoman]

@BrandonBlatnick @jasonlk That’s the eco system. Moving back up the stream provides those opportunities. Understanding where you want to be in the eco system matters.