Dan Bailey

building something new
prev COO @sednanetwork // vc @mmc_ventures

[Dan Bailey @dljbailey]

@wayne_culbreth @ybhrdwj Nice. Added backend + Spotify mini-player to run it on our office screens.

https://t.co/UHden1PpmQ

[Dan Bailey @dljbailey]

@BoringBiz_ Night before submission at midnight asked to go through our 400 page bid to italicise all latin (pari passu, ceteris paribus, de facto..surprising niche phrases req'd going page by page), only for the US MD on the deal to wake me up at 6am to remove them all before 9am submission

[Dan Bailey @dljbailey]

@imranghory Has not this been directionally true for the last 5+ years though?

[Dan Bailey @dljbailey]

@paulbz @ockenrock 👋 yes please

[Dan Bailey @dljbailey]

@ricburton Maybe not, but one of the coolest cities on the planet if you're comfortable with it.

Try @codfather_cape if you have time

[Dan Bailey @dljbailey]

@meganreyno @vertexventures Congrats Megan!

[Dan Bailey @dljbailey]

@DenehyXXL @jasonlk 1x if they sell at a 33% haircut to the val you invested at originally & your dollars are 2/3 weighted there. Not overly surprising?

More shocking is the outcome to 1x your original cheque after a few rounds of dilution post reset. $50bn+? But it's a sunk cost for this cheque 🤷‍♂️

[Dan Bailey @dljbailey]

Partnering with Shelly supercharges our customer's ability to understand the goldmine in their inbox, and build the interface between communications and workflow.

We can't wait to save our users thousands of hours.

[Dan Bailey @dljbailey]

Today we announced we've made our first acquisition today, originating from a cold DM on the 🐦 app 🙌

Delighted to bring @shelly_ai_app into SEDNA and more importantly have @warrenkucker @jcaprara join the crew.

[Dan Bailey @dljbailey]

Right away, Joe and Warren demonstrated relentless focus on customers that sits core to SEDNA's philosophy. Combined with a parallel hypothesis of bringing a data layer into communication, building fast & phenomenal work ethic; @wfdobie and I knew we had to work with them.

[Dan Bailey @dljbailey]

@robindchnt Exciting!

Including a presence check in each morning has been a great level set for us (can send you the template).

And for the fun side, a cooking class making a team dinner has been among the best team building activities I've done. 👨‍🍳

[Dan Bailey @dljbailey]

@aneel @megan_ldn @crane_vc 💯 expansion from UBP gets conflated frequently as part of that.

Damaging as it can cause misunderstanding of what is working and where needs focus (if indeed PLG is the goal), and broadly flawed model of which levers are driving growth.

[Dan Bailey @dljbailey]

@martin_casado The network and pervasiveness outweighs the flaws of the protocol. And despite those limitations, the inbox is as the main/only consumption pattern is more limiting for the end user than the protocol.

[Dan Bailey @dljbailey]

@linuz90 @raycastapp @Cron @typefullyapp +1 to @raycast and @cron. @getcommande for search and @sednanetwork for email

[Dan Bailey @dljbailey]

@MStothard @mr_james_c Also worth considering 30%+ of Blackrock AUM is ishares though which is totally passive.

Blackstone AUM all in active alt strategies is more astonishing...

[Dan Bailey @dljbailey]

Only just fell in love with @getcommande, and it's already been sold to Dropbox 😓. Hopefully doesn't go the same way as Hackpad 📝🐌

[Dan Bailey @dljbailey]

@surangac At least they're appealing to their customer...

I know one investor in London has their analysts screengrab & pdf every Docsend deck they get, I'm sure he's not the only one. For everyone else https://t.co/P92zx8HxPd works pretty well.

[Dan Bailey @dljbailey]

@gmtheapp gm

[Dan Bailey @dljbailey]

@mengxi @epaley @homebrew While true, it still pays to have great counsel. And often it's the VC counsel, not the VC, causing headaches in the process.

[Dan Bailey @dljbailey]

@julianlehr @matthewclifford @patrick_oshag @evernote +1 for this for personal note taking. I've not tried collaborating in it, but super clean and great native app for Mac.