Focused on companies with $2mm+ of run-rate revenue and growth of 50%+. We value founders that are cash efficient, scrappy, and pragmatic. We're the anti-VC.
Suppose a business is growing 8% YOY and has a -16% operating margin. What's that business worth? Similarly suppose a business is growing 22% YOY and has a -198% operating margin. What's that business worth? I just described year end results for SpaceX's Space and AI segments.
For your raise try https://t.co/iYnravn2Du, which we built. It's like early and free AngelList, but specifically for B2B founders. There are 102 VC on the platform that we’ve personally approved, and open to intros.
AI is splitting into two camps: i) you’re either using it as an excuse cut headcount because you still have too many employees from covid (Cloudflare, Freshworks, Health Catalyst); or ii) you’re using it to drive the product roadmap faster (ZipRecruiter, Figma, Datadog).