Discover and read the best of Twitter Threads about #VC

Most recents (24)

General Partners (GP) are the showrunners of a #VC firm. If they perform well, they can make big money. But if they lose, their career is over.

A 🧵on how do VCs make money…
#VCs make money in 2 ways:

1️⃣ Management Fee - typically 2% per annum of the total corpus across the fund lifecycle (10 years)

2️⃣ Carry - usually 20% of the profits generated after returning the initial capital of the investors

Let’s take the recent example of #IndiaQuotient👇
The Bangalore based VC firm returned its first fund of ₹32 Cr with a net multiple of 5.9x to its investors. Took them 9 years.

So 𝗳𝗼𝗿 𝗲𝘃𝗲𝗿𝘆 𝗜𝗡𝗥 𝟭 𝗖𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱, 𝘁𝗵𝗲𝘆 𝗿𝗲𝘁𝘂𝗿𝗻𝗲𝗱 𝗜𝗡𝗥 𝟱.𝟵 𝗖𝗿 𝘁𝗼 𝘁𝗵𝗲𝗶𝗿 𝗟𝗣𝘀 🔥

Read 7 tweets
There was a time when a slew of B2B commerce startups - Inframarket, Moglix, Zetwerk and likes - got funded. That was followed by a dry spell when B2B was put on “Back Burner” and consumer-tech became the buzz-word - gaming, consumer social, creator-economy occupied all minds
Lately, the wave is turning

Introducing my sectors of focus to folks at VC events as “B2B commerce and consumer-tech” from “consumer-tech and B2B commerce” earlier, I witnessed the mood of ecosystem change first-hand
My interest in the sector goes back a long way. Having grown up in a through and through business family, “dhandha” companies dealing in on-ground operations, intricate networks of suppliers, distributors, and consumers, complex payment & WC cycles have always piqued my curiosity
Read 7 tweets
The #1 responsibility of a Founder is to make sure their company doesn’t run out of cash, but raising capital in today’s market is TOUGH.

Here’s a quick framework for determining how challenging it will be for a #startup to raise new #VC capital.

Is your #startup ready? 🧵👇
The first truism that should be internalized is that the playbook for raising capital in 2020 and 2021 won’t work today.

The past few years were anomalies and everyone’s expectations should be reset.

Raising multiple rounds of capital based on team and TAM won’t work anymore.
While there are many VCs, most startups will have a tough time raising capital in this market if they don’t show well on 5 major dimensions:

👉Very Few Leaps of Faith
👉Material POSITIVE Progress
👉Insider Support
👉Capital Efficiency
👉Realistic Expectations
Read 21 tweets
What is the total addressable market for Self Sovereign Identity #SSI networks, vendors, and ecosystems.

Yes you guessed it! 8 billion humans.

A user centric model for portability and interoperability for any and all to enable choice and Inclusion.

Enter @cheqd_io $Cheq
Not only is the total addressable market so large, but with enabling a user to control their own data it gives them access horizontally and vertically between all types of use cases.

The 100s of services you've signed up for in a lifetime where you control nothing.

It is a necessity to pivot from this to enable revocation of your credentials, and reduce the risks that are traditional data bases, or honey pots for fraud.

We see this more and more!

It's not only SSI though, the technology behind it expands much further.

$Cheq #DID
Read 5 tweets
There's this little old token called $Cheq


It's very well hidden down the bottom of #CMC, and also not captured the full attention of the #Cosmos #CosmosEcosystem yet. @cosmos @CosmosClub_ @cosmoshub @cosmosibc.

Let's learn a little about its position in #identity👇 Image
Let's begin with the Co-creators of @cheqd_io $Cheq, @evernym (now @Avast)

"We’re the creators of #Hyperledger #Indy and the #Sovrin Network, a co-creator of the #cheqd Network, and a primary contributor to Hyperledger #Aries and #Ursa"
Some more on @evernym,

We’re a co-editor of the Verifiable Credential spec at the @w3c, which was approved as an official recommendation in 2019 .. also a co-author and co-editor of the Decentralized Identifier spec .. a co-chair of W3C’s DID and VC WGs
Read 11 tweets
We are frequently asked what drives #outperformance for a #VC

To answer this we created a database of enterprise vs consumer performance 📊to spot patterns & analyze returns

🧵to share high level findings, but to dig deeper, download the full report👇

🔗 Image
First, let’s define a power law::

We mean that only a small percentage of returns is responsible for a large percentage of overall return value, either for a specific fund or the industry as a whole.
TL;DR: Both enterprise and consumer exits can produce power law returns, but the nature of them vary considerably.

3 Key Points 🔽 🔽 🔽
Read 7 tweets
Boy, I hope you're paying attention right now to the (#real)change that is coming.



Take back your data with @cheqd_io

To accelerate this vision, Avast acquired Evernym in late 2021, and more recently acquired @securekey in early 2022. Both companies were founding members of DIF and member organizations of W3C, with Evernym also a founding member of ToIP.

$Cheq #ToIP
“The days of walled gardens and platform-centric identity services are over,” said Drummond Reed, Director, Digital Trust Services, at Avast. “The future is decentralized "

$Cheq #ToIP @drummondreed
Read 4 tweets
$Cheq #ToIP #UFWG

Interested in understanding more exactly what @trustoverip is?

It's only one google search away.…
Or maybe you just don't understand still where #SSI and #DID's are going to be applied!

$Cheq #ToIP @trustoverip

#fhir #fhiroca #ghpc #iata #interoperability…
And if any of this is news to you, you may want to sit down to understand that #DID's, Decentralised Identifiers are the first approved and recommended Identifier since the #URL.

$Cheq #didcheq
Read 6 tweets
"A key focus of their statement is related to the integration of EBSI with ToIP stack and ESSIF, and thus move towards a common single market for data across both private and public services."

$Cheq #layer1utility #UFWG #ToIP

@cheqd has brought the @cosmos #CosmosEcosystem to @trustoverip.

The aim of the game, #incentives.

Strap on for a busy end to the year with the #PaymentRails development.

It not only changes data ownership passage, but commercial business models for handling data.

$Cheq #ToIP
Self Sovereign Identity is a revolution in its self. #SSI #DID #VC

You can stake $Cheq now in their mainnet alongside global leaders in #SSI, like their go to market partner :

@evernym (@Avast)

What are you waiting for! @cheqd_io…
Read 3 tweets
Million-dollar statup, the darling of Venture Capital, every startup entrepreneur's deepest dream (hmm…
there are controversies).

Follow the Thread 👇 (1/9)

#nocode #saas #startup #vc #microstartup #microsaas #empreendedorismo

For those who at some point have thought about starting a startup, I bet you have dreamed with the idea of ​ the millionaire investments of Venture Capitals

After all, this is practically synonymous of success in the startup world.

But that's not the only truth...

The micro-startup economy has been gaining strength in recent years, due to a few main factors:

1. With the "success" of VC's comes infinite "consequences"
2. Increasingly powerful and agile No-Code tools
3. Rise of marketplaces like @microacquire
Read 10 tweets
I think theres a severe distrust issue amongst society probably from the growth of the internet and social media along side data violations beyond any users control

This doesnt mean the framework/ infrastructure is not trusted, its just in need of redesign

Enter #DID's $cheq
None of this is new or uncommon, or the entities and personnel within the #identity industry.

There is just no "#decentralised #crypto" celebrity status attached for #hypeeee

$Cheq @Tweetddale @NickyHickman11

In my humble opinion, there should be the similar chatter of the #satoshi paper of 2008, for the #approval and #recommendation from the @w3c on the first identifier since the #URL.

Welcome to the #DID.

The Decentralised Identifier.

Image courtesy of @evernym (@Avast)
Read 7 tweets
Back by popular request - Pre-seed startup valuations!

Let’s look at over 4K pre-seed deal submissions @hustlefund has gotten over the past year+ and see what's happening in the world of US pre-seed venture capital 🧵

#Startups #VC #Entrepreneurship

What we are seeing - valuations have trended lower in q2.

Valuations are back to EOY 2021 levels (~$6M USD) down from all-time highs of ~$7M USD in 1Q2022

Things to note
- Data is based on submissions we received from US non-crypto startups
- Pre-seed startups are all very different & there is a lot of dispersion in valuations.
- Median trend <> the trend holds true for all pre-seed startups

Read 10 tweets
A historical theme that has surfaced from time to time with the $QNT community.

"When marketing"

Let's break some down.

Some may scroll past things without realising.

👇 let's begin with @DigitalEU 👇
GÉANT and Latin American research and education network RedCLARA has signed an Indefeasible Right of Use (IRU) contract with EllaLink for spectrum on its subsea cable system linking Europe to Latin America.
Read 17 tweets

Lots of confusion on a #VC vs HF, especially now with rumours of #3AC blowing up. Quick thread on key differences and why VCs shouldn’t be getting a bad name for this (albeit lots of garbage VCs in this space too)

Venture capital funds (VCs) make early stage investments in illiquid assets: historically equity, now tokens. The idea is that they back founders at the earliest stages, sometimes pre-product with just an idea. The expectation is that most of the projects they back fail…

..but that the 1/10 make most of the $$. In Tradfi, the equity stakes are just held. VCs are the ultimate HODLERs. Crypto is a little different since tokens are liquid quickly, but the idea is to #HODL
Read 11 tweets
1/6 Thread👇
Le projet @bluesky, futur « @Twitter décentralisé » (initialement issu de Twitter en 2019, aujourd'hui indépendant), utilisera de multiples techno imbriquées (…) dont :

- La « Self Sovereign Identity (#SSI) » soit les #DID et les #VC (cf. 6/6),
- Les « federated or #p2p network »,
- Bien sûr les « #blockchain networks »,
- Et enfin d'autres briques technologiques plus classiques du Web 2.0.
3/6 Si « everything is still fully experimental » 🚨, la #SSI y jouera un rôle central🌟: « bluesky could be described as ahybrid federated network with p2p characteristics, but it’s more descriptive to focus on self-authenticating identities and data than on network topology »
Read 7 tweets
#NFTs are good for #VerifiableCredentials (VCs) and #DecentralizedIdentifiers (DIDs)

🚨 Spoiler:
Join for the NFTs, stay for the VCs and DIDs

❓Why ...🧵
Non-Fungible Tokens (NFT), Verifiable Credentials (VC) and Decentralized Identifiers (DIDs) are emerging technical standards on which Identity and Reputation are being built on the Web.

… but standards are meaningless without adoption.
NFTs have gotten into the hands, pockets, wallets of way more people, way faster than any other credentialing technology… even #OpenBadges.

43 millions Open Badges issued in 2020
28.6 million wallets traded NFTs in 2021 alone.
Read 16 tweets
🇨🇳Key takeaways of 2022 #China Government Work Report:
🔸2022 GDP growth target at about 5.5%
🔸2022 CPI growth target at about 3%
🔸Budget deficit at 2.8% of GDP vs 3.2% 2021
🔸Add 11 million urban jobs in 2022 vs 11 mln 2021.
🔸Plans 3.65 tln yuan special gov bond sales
🔸2022 surveyed jobless rate at within 5.5%
🔸Ensure grain and energy securities
🔸Strengthen prudent monetary policy #PBOC
🔸Tax cut and rebate at 2.5 tln yuan
🔸To use reserves policy tools in time
🔸To stabilize land and home price
🔸Yuan to be kept basically stable $CNY
🔸Maintains current wording on monetary and fiscal policies
🔸To set up a financial stability guarantee fund
🔸More than 2 trillion yuan of fiscal spending in 2022 vs 2021
🔸To ensure supply chain safe and stable
🔸Risks and challenges for development rise significantly
3/n 🇨🇳
Read 7 tweets
@EthereumDenver was a superspreader of spores for the new social fabric of #Web3.

#DigitalCredentials and #ReputationProtocols entangle into a symbiotic relationship - online and offline. 🧬

ICYMI: 5 #OpenRecognition moments into a single thread ⬇️ 🧵
/1 the Keynote. @provenauthority hypnotic narrative connects the above (#OnChain) with the below (#OffChain), the present (#Web2) with the future (#Web3) across one rainbow of Use Cases 🌈

See you on the dancefloor ! 🕺 @discoxyz

#VC #DIDs #W3C

/2 #P2P Reward systems. #Praise to @tokengineering research and #hail to #OpenScience. 🙏

Inverting the "Get cited or die" dark and toxic mantra of research.

#DAO #DeSci

@NEARProtocol @oceanprotocol @SputnikDAO

Read 7 tweets
@threadreaderapp unroll Please see @pyxtau @opensea it’s my moniker name to be able to speak up and write again. An abandoned practice as result of #parental #privacy #invasion
#humanrights #civilRights #violations #usa #miami #NewYork #Florida
FYI for the record - I have never authorized any content produced by me or unknowingly made of me for public consumption in any jurisdiction of the world, of the entire globe or space (since we are all going high to the moon).

I am angry and enraged. I had enough! I am
I am attempting to recover for imposed unemployment in perpetuity as a consequence of my list of #HumanRights standing up for self beliefs!

My life is at risk. And I had enough!
I want to build! Live!
Alejandra M Salaverria @AlejSala @ArtislifeLove @yasss_eth @AllyCapital
Read 7 tweets
Les stratégies d'investissement du VC Paradigm et les projets à surveiller ! [Thread]

Aujourd'hui, Thread rédigé par @papy_sol sur Paradigm, un des plus gros fond qui investit en crypto pour la #knowledgeweek2 ; avec présentation de chaque projet.

Allez le follow, il mérite !
Paradigm se positionne actuellement dans le top 3 des plus gros fonds capital-risque crypto avec 2,5 milliards $ sous gestion. Il a été crée récemment par un monstre de l’écosystème, Fred Ehrsam, le cofondateur de Coinbase et ancien trader chez Goldman Sachs.
On peut se demander s’il n’y a pas mieux placer que lui pour anticiper l’avenir de la blockchain, d’autant plus qu’il s’est entouré de gros cerveaux pour chercher les futures pépites de la crypto. Le but de ce thread sera d’analyser la composition du portefeuille de Paradigm.
Read 30 tweets
So far, 2022 is off to a rocky start. Fears of inflation and signals that the rate environment is about to shift have driven the markets down with high growth tech stocks leading the charge.

What does this mean for #VC backed private companies? A few thoughts:
Answering this question is easier if put in the context of a valuation framework.

My simple framework:

A business is “worth” a combination of the intrinsic value of what it can produce and the option value of what it might be able to produce in the future.
Intrinsic Value

Once a company has learned how to turn a dollar of investment into a multiple of the dollar in the future it’s earned the right to be called a money-making machine. Until then, it might have salvage value, but true enterprise value is questionable.
Read 22 tweets
This makes me so 🤢

The idea that women are automatically “safe” is exactly what creates this “opportunity” for some women to exploit children & monetize their “optics” of “trustworthy” on behalf of predators.

Gender does not predict ethics, integrity, safety.
Why does #GhislaineMaxwellTrial matter to #womeninSTEM?
⬇️federal funding
➡️private donors (Epstein)

“Socialites” open doors to elite spaces, including #academia #science #STEM
Women=“optics” & “reputation management” for these wealthy predator men…
These same connected women, often daughters of powerful businessmen

are on boards of #WomeninSTEM “empowerment” organizations or on #MeToo (TimesUp scandal)

the very women who are predators of young women are given access to women’s “safe spaces”? (!!!)…
Read 33 tweets

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