@lucasbagnocvaz Agree. Lots of money out there… only path forward in seed is to move out further on the risk curve, pay up for the best teams, concentrate the bets, AND be right.
@alexiskold 💯💯. “Coachability” is a word we’ve never said when assessing founders. Be humble enough to listen and excellent enough to make decisions, whether we agree or not. Listen, decide, and learn (fast).
@Rick_Zullo Very well said. We also target businesses that implement automation AS THE PRODUCT, not just back office automation to incrementally lift margins. This enables R&D to flow into the product, theoretically making it superior to competitor products that don’t have R&D budget.
@thesamparr Sam is as standup a guy as you’ll find. High-integrity, hard worker, fantastic father… what a waste of time to go after the good guys. He’s who you should be praising.
@auren Likely that partners at mid-tier and low-tier firms need to spend more time on non-investing activities — fundraising (hard) and admin (less infrastructure) — so they just don’t have as much time and flexibility to prioritize investing. Prob less about hustle, more about time