Discover and read the best of Twitter Threads about #venturecapital

Most recents (24)

Lots of folks who are new to VC have been asking us 'why invest with emerging managers'? Here is the data 👇🏽
Cambridge Associates recommends venture investing as a part of inter-generational wealth planning. According to a report, "new and developing fund managers consistently rank as some of the best performers" and...
"The data suggest that VC has matured and today exhibits a closer risk/return profile to global PE (buyouts and growth) than it did in the 1990s."
Read 9 tweets
Semiconductor #VentureCapital easily bought the idea of ASICs replacing GPU for AI, based on the argument that GPUs were primarily built for graphics & would not be efficient for AI in the longer run.

Lets bust that myth (1/n)
Hard thing about Hardware is actually Software.

2016 saw a Cambrian explosion of AI chip startups raise their 1st VC rounds. 5 years later, most startups have launched their 1st gen. chip but are still struggling to build a robust SW stack to support diverse AI workloads (2/n)
NVIDIA introduced CUDA in 2006 to leverage GPUs for computation.

Since then applications in astronomy, biology, chemistry, physics, data mining, manufacturing, finance & other computationally intense fields have used CUDA to accelerate computation (3/n)
Read 11 tweets
What key 8 difference between permissioned #blockchain #setcoin & public blockchain #bitcoin?
Check the thread 🧵 👇

#investing #Finance #finanstwitter #cryptotrading #cryptocurrencies #cryptocurrency #cryptoart #defi #altcoin #CryptoNews #ethereum #Dodgers Image
1. #ESG Compatible with limited energy usage to deploy and run ledgers and nodes.
2. #Scalability: much faster validation, and transaction execution;
3. Generating income from real sector #assets;
Next 👇

#fintech #banking #cbdc #CryptoTownEU #DigitalCurrency #NFTgaming
4. Advanced #identity system for #digital #assets owners #validation;
5. Facilitating #green & #cycling economy transition
6. Diversification between income of green buildings, #renewables, #smartcities, #agtech, vertical farming, technology sector private equity assets
Next 👇
Read 10 tweets
The total global market cap of cryptocurrencies has witnessed unprecedented growth over the last year, currently standing at $1.6T.

Decentralized Finance has been an area of focus, attracting over $65B in Total Value Locked, driven by Lending Protocols & Decentralized Exchanges.
As part of the #DeepTech thesis at @Kalaari, we have been actively tracking the growth of this nascent ecosystem, with a genuine belief in its ability to change the way the world's finances are managed.
Now in the infancy of India's #DeFi movement, we intend to co-create with entrepreneurs & play a key role in driving the DeFi ecosystem over the coming years.

If you are envisioning & building a DeFi startup, we would love to hear from you.
Read 4 tweets
⚠️ I've INTERVIEWED +1500 Engineers in the last 10 years.

Here are the 3 most important lessons I learned.

🧵👇🏻
You can teach tech! But you can't explain values.

Hire Self driven, motivated and oriented Engineers.
Great Engineers love a Tech Reference in the team.

If you didn't hire an inspiring Leader yet, that's where you should start from.
Read 5 tweets
1/ As it approaches my fifth year as an LP, with most of that time spent supporting first time & emerging fund managers via the ECF programme, I looked into the most common reasons why I didn’t progress with VC proposals 👇 #VentureCapital
2/ Team – Typically, sticking points are focused on an incomplete or under-resourced team for the step up to managing institutional LP capital, where there isn’t a relevant history of working together, or there is too much key person risk (we do not back solo GPs).
3/ Value Add – Every prospective Manager says they have it, but only a few can articulate & demonstrate how their value proposition to founders is differentiated. Why would a founder take capital from you over others? Just stating that a network can be leveraged is not enough.
Read 13 tweets
"In a 2011 Times Op-Ed, Warren #Buffett decried the treatment of #carriedinterest, which allowed him to report a lower tax rate than his secretary. A minimum tax on millionaires was proposed shortly thereafter & dubbed the '#BuffettRule.'”

nytimes.com/2021/04/23/bus… #PrivateEquity
1. "The #carriedinterestloophole might finally disappear. Profits earned from funds owned by real estate investors & mgrs of #privateequity & #venturecapital firms are taxed as #capitalgains at about 20%, instead of as regular income, which is taxed at more than double that rate"
2. "#Privateequity executives are also worried that the Biden administration may limit the tax deductibility of corporate interest payments, which would be another hit to their business model."
Read 4 tweets
Last week, @HarryStebbings had a wonderful @twentyminutevc podcast with @ScottDSandell. In the spirit of @twentyminutevc, here are 20 highlights from the podcast:

#VentureCapital #startups #innovationeconomy

thetwentyminutevc.com/scott-sandell/
1) Scott Sandell is the Managing General Partner at NEA. He is frequently named in the Forbes Midas List for being one of the top VCs in the VC ecosystem and has led investments in Salesforce, Data Domain, Tableau Software, Workday, and more.
2) Sandell considers his father to be one of his key heroes.
Read 21 tweets
Here are the key findings from @DocSend's latest pre-seed fundraising research covered in today's webinar:
try.docsend.com/pre-seed-fundr…

Thread 👇 Image
In 2020, VCs spent over 4 minutes reading decks that successfully raised. Last year, VCs spent more time on decks that were unsuccessful in fundraising. Image
When VCs read your pitch deck, they will go back to read it to dig into more slides for more information. Image
Read 15 tweets
#AXXAers a short(ie #shortsqeeze hopefully) #update on one of $AXXA’s #VC companies:
1/
$AXXA Great #zoom call over the weekend w/our #French #VentureCapital Office. We received confirmation of a #USD $250,000 #INVESTMENT into one of our early-stage startups from a reputable international #VC funder.
(let's focusing on #VC before we move to other divisions)
2/
$AXXA Our #French #VC Group will be increasing its stake in this #startup. For confidentiality reasons, we will not disclose the name of the #funder until the second #stage #Funding round is complete.
3/
Read 9 tweets
The Dirty Little Secret Behind Silicon Valley's Unicorns 🦄

Thread 👇
#startups #SiliconValley #VentureCapital #unicorn
This is it folks 👆
Read 3 tweets
In honor of being hunted on 🐱 @ProductHunt today by @felix12777, we wanted to highlight what we have learned on our #nocode journey.

It has been 104 days from product signup (@AdaloHQ) to Product Hunt, so here are 104 learnings:

👇
1) To start, we had to figure out as a non-technical team how to build a technical product to lower the cost of #career navigation
2) We started Lloyd before the pandemic was the reality it is today, but what has happened in the last year made us even more committed to building a lower cost, quality product. #Nocode was a fast way to keeping costs down to also benefit others
Read 101 tweets
Launched "No-VC Reports" on @ProductHunt 🥳🥳🥳

It started with a simple promise:

👉🏽 Build your startup in 6 months by reading 5-min reports.

In the past 3 months, I've written 10 reports. Let me take you through them. Thread 👇🏽

🔗 PH Link: producthunt.com/posts/no-vc-re…

#startups
1/ Idea validation by showcasing your product and driving users to it.

So, I cover:

💻 Creating landing pages with @unicornplatform

📰 Building a newsletter audience

📊 Sharing examples of how @Hubstaff & @GrowthMentorHQ validated their idea smartly.

2/ Finding a co-founder 💁🏽‍♀️

🤔 @paulg says: co-founders = critical
📊 Stats show single founders do well too

Process:

A. Define expectations
❌ Superstars
✅ Skill diversity

B. Find them
👥 Personal network
💻 LinkedIn & other platforms (in report)

Read 10 tweets
1/28: The most commonly debated and IMHO the least grounded topic in early stage VC is “how do you determine what a company is worth?” Recent early stage #fintech and #venturecapital valuations seem to defy gravity but are they justified?
2/28: Answering this question requires breaking down the problem into a framework that’s easier to analyze. One 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.
3/28: When a company has cracked the code on turning a dollar of investment into a multiple of the dollar in the future it can be categorized as a money making machine.
Read 28 tweets
1/21: Every early stage startup pitch looks the same at a foundational level. This means that the analysis of every early stage startup also looks similar (especially true in #venturecapital and #fintech). Unpacked:
2/21: Every pitch has four main high-level asserted statements: A problem statement, a solution statement, a financial statement and a team statement.
3/21: The problem statement is the Founder’s way of helping his/her audience internalize a problem they’ve discovered in their target market and an articulation of why it’s a gigantic and profoundly painful problem to a defined group of customers.
Read 22 tweets
@BytedanceTalk #ByteDance hopes of getting #PresidentTrump approval for its proposed deal with @Oracle #oracle appear to be dwindling by the day, judging by the blizzard of media reports about the debate going on inside the Trump administration.
That raises the prospect that ByteDance will have to accept a less favorable deal by yielding control of the app to some conglomeration of @Walmart #Walmart , Oracle, ByteDance’s U.S. #VentureCapital shareholders and maybe public investors in the U.S. through an #IPO
The #Chinese government might still block this option, killing the deal entirely. But assume for a moment they approve it. What happens to @tiktok_us #TikTok afterwards? To answer that, consider how you would have reacted if four months ago ByteDance had decided to sell TikTok...
Read 6 tweets
👏@IEA for publishing such a great work on #innovation #energy #climate
Here are my 6 takeways from this 400p document #Thread
Full @IEA document here 👉iea.org/reports/energy…
1. We can already cut global emissions by 55% with already commercially available technologies (i.e. early adoption + mature). But we also need to further develop technologies to get to #NetZero
2. Technologies for #buildings renovation and ligh-duty #transport are already largely there
Read 11 tweets
my friend @lolitataub asked for a #founders #startup guide on #legalissues & @paulbz tweeted about how founders often overlook tax issues in early days. So, here's a thread of things I've published in (far reaches of) @WSJ @Forbes & via my #VentureCapital class @Columbia_Biz
2) Let's start with #StockOptions: #VestingOptions for #startups in @WSJ Accelerators (might have paywall) - esp for grants to advisors blogs.wsj.com/accelerators/2…
3) Vesting stock grants & #Section83b #83bElections for founders & others (with detailed math + tax law) #restrictedStock
forbes.com/sites/edwardzi…
Read 31 tweets
The Harbinger - China Tech & VC Podcast

In a candid chat Shunwei VP Meng Xing, who founded his first start up while completing his MBA at MIT, talks about 3 fundamental differences between the tech startup scene in China and USA.

Read more!
Socio-economic environments:
China has large population segments (eg. factory workers) whose distinct needs make it possible to build unicorns that can scale in niche markets. Quick growth in US, on the other hand, can be challenging.
First-mover advantage or not?
In US, it pays to be the first in executing a groundbreaking idea. However, in China, companies have to deal with copy-cats. Therefore, it's imperative to keep innovating and improving gaps in existing products.
Read 6 tweets
Here are a few VC lists for the brave entrepreneurs of all the colors, nationalities, political opinions & sexual orientation

Connect with us @EthaumVenture (startups@ethaum.com) if you need help with intro/ pitch deck review/ ASEAN expansion

#VentureCapital #BLM #Startups
Techstars - VC in Europe
docs.google.com/spreadsheets/d…
Unicorn Investors list by DD
docs.google.com/spreadsheets/d…
Read 33 tweets
"In the old economy of price signals, you tried to build a product that people would want, and the way you knew it worked is that people would pay you more than it cost. You were adding value to the world, and you could tell because you made money." (1)
"In the new economy of user growth, you don’t have to worry about making a product that people want because you can just pay them to use it." (2)
"So you might end up with companies losing money to give people things that they don’t want and driving out the things they do want." (3) via Bloomberg Opinion

#NewEconomy #VentureCapital
Read 3 tweets
@rhodium_group has released their 'Two-Way street: 2020 Update #US #China #InvestmentTrends' report. It holds some interesting #insights - ncuscr.org/sites/default/… #Macro #Decoupling Some takeaways...(1/4) Overview of US FDI in China... ImageImageImage
Read 4 tweets
1. ancora una volta, io sento il dovere di NON stare zitta e dire quello che in una fase di grande "distrazione" (come nooo...) non viene detto sulla "APP" (#sorveglianzaDiMassa) contro #COVID, perché gli sviluppi che vedo sono a dir poco preoccupanti
2. dopo una fase in cui abbiamo temuto il peggio del peggio, ovvero una #sorveglianzaMassa stile #CoreaDelSud con integrazione #datiLocalizzazione,#DatiSanitari,#CarteCredito,#videocamereTelefonini e di tutto di più,ora ci viene proposta una soluzione apparentemente più decente
3. ci viene lasciato intendere che abbiamo scampato il pericolo del modello #CoreaDelSud e che non verrà usata la #geolicalizzazione spinta nelle intenzioni originali di #VittorioColao, ma verrà usato il #bluetooth
Read 8 tweets
excited to have sourced, and then led @honey’s Series C - a few thoughts on the company that was just acquired by @paypal for $4B (will keep this high-level as the deal has not yet closed; also just finding time now to post - this happened 2 week ago):
techcrunch.com/2019/11/20/pay…
@honey @PayPal 1/ vision: from the beginning, the vision of the company was to democratize money for consumers. cofounders George and Ryan had the courage to stay the course and not chase shinier but more temporary opportunities when others didn’t believe their vision.
@honey @PayPal 2/ consumer first: creating a win/win/win mechanism is incredibly powerful, and all the more sticky when all the friction is removed from using it - consumers save money, merchants get more conversion, honey makes the affiliate fee (not selling data, not charging people)
Read 6 tweets

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