Dan Kimerling

Founder + Managing Partner @Deciens; Lead Investor, @chippercashapp @GlacierGrid @Funding_U @treasuryprime & many other fintechs. 💍 to @jojonojojo

[Dan Kimerling @dkimerling]

@johnfelix123 110%

[Dan Kimerling @dkimerling]

@arian_ghashghai This is what as write about

[Dan Kimerling @dkimerling]

@arian_ghashghai @Rick_Zullo This is one of the reasons i wrote - https://t.co/OXudqk8jHq

[Dan Kimerling @dkimerling]

Being right about a technology ≠ making money from it.

People who bought Amazon at the peak of the Dotcom Bubble waited 10 years to break even. Cisco buyers waited 24.

Timing is the variable most investors underweight and most founders under-plan for.

https://t.co/OXudqk8jHq

[Dan Kimerling @dkimerling]

@rexsalisbury Lol

[Dan Kimerling @dkimerling]

@patrick_oshag Have you read the Dungeon Crawler Carl series?

[Dan Kimerling @dkimerling]

This will end poorly

[Jeff Weinstein 🇺🇸 @Jeffreyw5000]

As I was saying about venture's Nifty Fifty moment...

[Dan Kimerling @dkimerling]

@johnfelix123 @iPaulLee Yes, thought it goes all ways.

[Dan Kimerling @dkimerling]

@wolfejosh Have you read his unpublished bio of Don Valentine?

[Dan Kimerling @dkimerling]

@kwharrison13 In our second fund, we have 4 positions over 10%

[Dan Kimerling @dkimerling]

I’ve made this point so many times, yet people seem to be surprised and/or don’t believe me

[Dan Gray @credistick]

It’s insane that this still needs explaining.

Venture capital is not efficient.

There is virtually no correlation between funding and outcome even up to Series A.

Heat is mostly just bidding away returns.

[Dan Kimerling @dkimerling]

@km I just know how what they do is. And how often it works is just incredible

[Dan Kimerling @dkimerling]

@iPaulLee I’m happy to disagree. But I respect all views

[Dan Kimerling @dkimerling]

@iPaulLee i just think the idea that there are "best founders" is a bit off base.

[Dan Kimerling @dkimerling]

As I wrote to our LPs last year:

"A fast-growing company that never receives another round of VC funding after our investment (because it doesn’t need it) and is never in the press (because it chooses not to be) is a great outcome from where we sit. It is a win for LPs, shareholders, and other stakeholders."

[Dan Kimerling @dkimerling]

@NWischoff 110%

[Dan Kimerling @dkimerling]

@andrewparker Twilio would be another big win for USV.

Altos would be another example of a firm that is a counter case.