VC Confidential

Notes from the side of an investor's desk

[VC Confidential @VC_Confidential]

VCs using haiku to pass on deals:

market is too small
valuation much too high
we cheer from afar

[VC Confidential @VC_Confidential]

"Sorbet, it's like a fancy snow cone"

[VC Confidential @VC_Confidential]

OH: "Culture is the lowest behavior you tolerate"

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OH:
A: "Is it Enterprise ready?"
B: "What does that mean to you?"
A: "Dashboards"

[VC Confidential @VC_Confidential]

@hnshah Agree but also depends on how you define SMB. Tech startups selling to other tech startups is a hard path forward, especially in this market.

[VC Confidential @VC_Confidential]

OH: "Does the resort actually meet the brochure?" - in terms of product/sales/marketing #OverheardThisWeek #VC_Confidential

[VC Confidential @VC_Confidential]

@TrungTPhan Where do HOKA's fit on this perspective?

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@StuartBlitz B2B SaaS companies selling to SMBs saying they want to go upmarket to the Enterprise at the same time.

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Hot of the presses from a board meeting: "If it (the business) is a melting ice cube, then you better sell before it melts, regardless of how big or small the cube is"

[VC Confidential @VC_Confidential]

We know this all too well.

[Trace Cohen @Trace_Cohen]

When you ask a founder how they spent all the VC $ they raised…

[VC Confidential @VC_Confidential]

@justingordon212 Any peer groups are a fantastic way to learn, empathize, and grow with each other.

Founder peer groups are even better b/c you can complain about your VC and board.

We've heard great things about 10xCEO.

[VC Confidential @VC_Confidential]

We fake ourselves so much into believing whatever we say is true.

[Nick Huber @sweatystartup]

The imposter syndrome never goes away.

I still often look in the mirror and wonder if the guy looking back at me is still just faking it.

[Leila Hormozi @LeilaHormozi]

Losers see hard where winners see opportunity.

[VC Confidential @VC_Confidential]

Overheard this week: "We're in the middle of the SaaS armageddon, a lot of companies will die and you'll need to be in the top 3 in your category to survive" #OverheardThisWeek #VC_Confidential

[VC Confidential @VC_Confidential]

VCs everywhere: "I love your idea, but it's just too early for us. Come back the day before you're a unicorn."

#Founders everywhere:

[VC Confidential @VC_Confidential]

Overheard this week: ""You're not going to get the NDR through a POC in the same way you would if there was a real fit with TAM and SAM info, you know what I mean?" #FromthedeskofaVC #VCconfidential #AcronymCity #VC

[VC Confidential @VC_Confidential]

Overheard this week: "Vests are so 2023. Belts are in right now." #FromthedeskofaVC #VCconfidential #VCbros #VC #VCfashion

[VC Confidential @VC_Confidential]

@DollyDeighton BRB, going to direct a narrative update to my resume.

[VC Confidential @VC_Confidential]

#CEO: how do you justify your salary
#CHRO: *looks around at literally everything getting done*

#HR #HRtech #humanresources #hrproblems

[VC Confidential @VC_Confidential]

#CEO: Hey, do you have a sec? Will only take a minute.
#CHRO: *clears calendar for the afternoon*

#hr #humanresources #HRTech