venturecapital

/venturecapital5437

The home for Farcasters who want to discuss all things venture capital and early stage finance.

Anyone want to invest in @ted ?

She’s raising a boat load of capital. ;)
David's one of the GOAT seed investors. Looking forward to listening to this:

https://x.com/HarryStebbings/status/1845861728409579547
Latest report from Carta on funding rounds. Median startup is raising every 18 months which is intuitive. What's interesting is the dispersion across each funding round (e.g. 4% of startups inc. in 2021 already raised a Series D)
Best CRM for LP Fundraising? I'm looking for something lightweight that can complement my current stack (Gmail + Sheets + Notion). I'm between https://www.pipedrive.com/ (more established, robust analytics) and https://www.folk.app/ (more flexible, less robust). Any tips?
Has this been your experience?

It’s been mine.
Great opportunity for an investor early in their career

cc @zinger
If you represent a venture capital fund and want an efficient way to stay on top of who the most promising startups are across the Farcaster ecosystem, DC me.
Everyone wants durable deals, but they are hard to come by.

Finding someone who is building their “life’s work” is something a few investors are able to see in their careers
has anyone created a tool to track both the deals and status of web3 companies?

it'd be a mix of "bloomberg x crunchbase":
- round status (past rounds and whether they are currently raising funds)
- product status (public reports and private updates for current investors)
- gated insights based on your onchain investments
A very simple image that shows a trend. Don’t sleep on apps.

Besides gaining market share, apps trade at lower multiples, and as infrastructure becomes more commoditized, apps have more ways of earning fees and paying less for blockspace

Thanks to @ryanwatkins
It’s long fascinated and perplexed me that for how important we say team is in investment outcomes, it’s the one part of DD 100% based on a “gut feeling” and other non-quantitative measure.

Seems like a big miss / a huge opportunity.
I’m compiling a list of active/successful venture studios, startup studios, and incubators for research purposes (happy to share it too) — basically any firm that builds ideas internally and spins them out into standalone companies or licensed products.

Which ones come to mind (if any)?

Big or small. Any category. Any location.

A few on the list already:
PSL, Atomic, Idea Labs…
Just published a podcast with @sylve from @hyle-org. In May this year, Hylé announced a $2.6m round led by Framework Ventures, with Cherry Ventures, Frst, Fabric Ventures and Heartcore Capital participating.

Hylé is building the core layer for the modular zero-knowledge stack, a secure, decentralized, censorship-resistant settlement layer for all ZK proofs (ZKPs).

Hylé is tackling one of the most pressing challenges in blockchain: how to make ZKPs more accessible, efficient, and scalable.

At the same time, as Hylé's specialized focus reduces costs, it naturally opens up design flexibility for developers.

In this episode, we're:

- diving into the technical details of Hylé's approach,
- exploring emerging trends in ZKP adoption, and
- discussing the philosophical questions that arise as this tech matures.
There is nothing like the feeling of sending an investor a simple link and shortly after receiving a slack notification letting you know of the successful execution of that investment 🔥

Awesome founder UX ✅
Awesome investor UX ✅
The @latticefund report for the 2022 seed vintage was great. My favorites:

- 18% of the cohort has shut down, up from 13% in 2021.
- 12% of teams have follow-on funding, down from 50%
- 15% of projects have launched a token, down from 50%
- 3% of consumer projects found PMF, down from 4%
- Consumer teams were more likely to cease operations (22%), with nearly twice the percentage of teams shutting down compared to those in Infrastructure

Interesting to see how PMF barely correlated to follow-on funding

Read more: https://www.lattice.fund/writing-and-press/2022-seed-stage-retrospective
Does hardware require a different financing vehicle than VC?