Aash

Building 🛠️ | scaled to $25m ARR

[Aash @aashnarula]

Peptides will be the closest thing to a magic pill this decade.

[Aash @aashnarula]

@yasser_elsaid_ @chatbase Interesting quarter zip choice…

[Aash @aashnarula]

@smart @joinsuppco @function Fingers crossed for you sir 🤞 keep crushing

[Aash @aashnarula]

@joinsuppco had the chance to truly hold supplement brands responsible for quality. I fear - by getting acquired by @function - their independent credentialing system will die a rapid death. Missed opportunity to shake up the industry

[Aash @aashnarula]

@StuartBlitz Juicy. Greycroft would have done the A at between $100-200m val. So assuming a 2x markup on that. Majority equity.

Taking a stab in the dark here haven’t asked around. Thoughts?

[Aash @aashnarula]

Read this

[Dara @dara_venture]

You raise your seed round.....now what?

The first thing you do when $1-2M hits the bank account is open the app, look at the number, take the screenshot, smile, send it to your family group chat to make your dickhead brother jealous....then close it.

You just got 18-24 months if you're disciplined, 8-10 if you're stupid.

Firstly,
Don't change your fucking life.

Pay yourself enough to not stress about rent. $80-120k depending on city, even lower if you can stomach it.

If you pay yourself $350k after a $2M raise.....chances are, you will not last. You're not running a company just yet.....it's an experiment...one that will end quickly if you prioritize short term gains > long term greatness.
Same with office. You don't need one. The "we need a real space for the culture" is bullshit.

Work from home.
Your only job for the first 6 months is to talk to users and ship quickly.

If you raised $2M and you're not doing (minimum) 5 customer calls a week as a founder........your priorities are messed up.

You need to understand as quickly as possible if the people who use your product, come back without you begging them to do so!
Almost everything else is a vanity exercise.

Series A timeline in 2026 is 600+ days from seed.
Less than 15% of seed-funded startups ever raise an A.
So track burn weekly.
Know your runway to the day.
Every dollar should ship product or facilitates customer feedback .
If a tool, hire, or expense doesn't do that, stop it.

Conference tickets? No. PR firm? Absolutely fucking not. "Brand consultant" don't be stupid. Logo redesign? GTFOH.

72% of seed stage burn is "people".
74% of startup failures involve premature scaling.

You raise, you feel pressure to "build the team," you hire 4 people in 90 days, burn goes from $40k/mo to $180k/mo, the new hires don't have product to work on because there isn't one yet, you spend your time managing them instead of talking to users, runway evaporates, you're back fundraising at month 9 with worse metrics than when you started.

Stay 2-3 founders + AI for as long as humanly possible.
The teams crushing right now have 4 people doing what 15 used to do just 24 months ago.

When/If you do hire.......focus on builders, forget managers. Focus on operators, not "credentials".

If you're not using AI for code (Cursor, Claude Code), customer support, sales prospecting, content, ops, brand, recruitment vetting......your competition is winning.

Tech is commodity now. GTM and data are the moats. Use AI to compress everything that isn't either of those things.

Try to avoid giving advisors equity.
An "advisor" (who you mistakenly thought would enhance "credibility optics") who takes 1%, for doing absolutely nothing, is the same prick that costs you seven figures in a future round.

Model dilution before signing every SAFE.

Don't talk to VCs for 6 months. (forget the "always raising" mindset for now) Keep relationships warm with periodic updates but take the foot of the gas slightly.
I know. I'm a VC saying this. But I mean it. The gravitational, distractional pull of the next round, will fuck up your focus harder than anything else.

Send your existing investors a 5 line monthly email. Don't go to investor dinners. Don't "build relationships for the A." If you're talking to VCs more than building, again, your priorities are misjudged and it will show up against your development goals.

The money will fuck with your head. People will ultimately treat you differently. Nobody really prepares you for that.
You'll get DMs from people you haven't talked to since school. You'll feel the urge to announce, to LinkedIn post, to look like a "real founder."

You'll also be lonelier than ever. You raised, your "friends" think you've made it, you can't tell them you're scared shitless and don't know if it'll work.
I would recommend finding 1-2 founders.....who are 6 months ahead of you, and text them weekly.
That's effective therapy (at least from my personal experience).

Last thing.
The party ended when the money hit.
Now you have a shot and a clock.....the only thing that matters is whether you ship something people genuinely want before that timer runs out.

Most people who give you advice in the next 6 months are probably going to try selling you something. Filter everything ruthlessly. Trust your user feedback and trust the burn rate.

Now go build and say "no"...... consistently.

Godspeed.

[Aash @aashnarula]

@akash_in_2030 @ash_vellum Please stop using my name it’s trademarked.

[Aash @aashnarula]

Product, people, pcapital

[signüll @signulll]

a founder has three jobs. everything else is serious amounts of noise.

1. you have to tell the story. roughly in three registers. first investors need inevitability. customers need to *feel* what you do/stand for. & your team needs a mission worth their best years.

2. you must secure the capital before you need it. running out of money is running out of options. you have to be relentless about it.

3. you must obsess over the product. product is the story made accessible for everyone. every shipped detail is a sentence back into the narrative in point number one.

this is the entire job.

everything else you either delegate or kill. early on with a really small team, delegation is a huge tax so you have to learn to kill more than you delegate.

[Aash @aashnarula]

Yes I’m building…. And hiring across all functions

[Aash @aashnarula]

Hims will win

[Aash @aashnarula]

@Simar_Boparai_ @oliverbeachuk is this you 😂

[Aash @aashnarula]

If it’s not a no it’s a maybe. Send that 10th b2b SaaS sales email

[Aash @aashnarula]

Dunkin donuts venture arm should invest in peptide cos to hedge

[Aash @aashnarula]

@Superhuman pls sign BAAs from a loyal customer who has no choice but to churn

[Aash @aashnarula]

@dvasishtha This is a really interesting take. As someone who historically only invests in healthcare, curious to probe. How do you get over the fear of not being able to add value since it’s an industry outside of our knowledge? Do you have a % philosophy on healthcare vs non healthcare?

[Aash @aashnarula]

Sober tweets = 1 like. Tipsy tweets = 5 likes. Drunk tweets = ?

[Aash @aashnarula]

Is PT-141 the new viagra?

[Aash @aashnarula]

I never won a venture deal at Goldman. I was “price disciplined”.

[Aash @aashnarula]

Every D2C peptide pitch I’ve heard:
“We have an influencer”
“Lower CAC than everyone”
“Premium branding”
“Membership offering to payback faster”
“Eventually vertically integrate”

Spot the differentiation? Me neither.

[Aash @aashnarula]

There are only 3 possible moats in peptides: 1) a celebrity influencer (👀 @hubermanlab ), 2) an existing loved brand expanding into peptides and 3) being friends with the administration.

99% of the rest won’t last.