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Lots of new funds
Few quick predictions
1)
Startups and VCs will switch roles
VCs are now newbies
Founders are the kings
VCs pitch now founders
VCs panic while they look for product-market fit
Few quick predictions
1)
Startups and VCs will switch roles
VCs are now newbies
Founders are the kings
VCs pitch now founders
VCs panic while they look for product-market fit
2)
Funds have hundreds of LPs
We will see information leaks and similar problems
Small funds will be seen as not worth the risk
Most funds will start to report no valuations, no business economics, no nothing unless founders ask for it or it's public
Funds have hundreds of LPs
We will see information leaks and similar problems
Small funds will be seen as not worth the risk
Most funds will start to report no valuations, no business economics, no nothing unless founders ask for it or it's public
3)
Audience = Fund
Every large newsletter host, every podcast host about startups (or related - eg gaming) will have a fund
Influencers and investors roles will merge early-stage
I expect the first VC fund by a livestreamer by November.
Audience = Fund
Every large newsletter host, every podcast host about startups (or related - eg gaming) will have a fund
Influencers and investors roles will merge early-stage
I expect the first VC fund by a livestreamer by November.
4)
Get a stick or try dying
Each fund will need a specific focus, brand or value add.
Expect multiple tools/communities and knowledgebases that help with distribution, hiring, or leadership.
Expect people to have niche focuses. Even crazy stuff like remote work. Crazy i know…
Get a stick or try dying
Each fund will need a specific focus, brand or value add.
Expect multiple tools/communities and knowledgebases that help with distribution, hiring, or leadership.
Expect people to have niche focuses. Even crazy stuff like remote work. Crazy i know…
5)
Several funds – especially the ones run by audience influencers will be extremely transparent.
Expect people doing investment decisions live on camera.
Expect being added to LP updates even if you are not a LP
Several funds – especially the ones run by audience influencers will be extremely transparent.
Expect people doing investment decisions live on camera.
Expect being added to LP updates even if you are not a LP
6)
Startups will launch ecosystem funds after Series A
Small funds that invest in companies that relate to a startup's business/scene, build on top of their platform or support it.
@Commsor is the first of the new generation of startups doing this.
Startups will launch ecosystem funds after Series A
Small funds that invest in companies that relate to a startup's business/scene, build on top of their platform or support it.
@Commsor is the first of the new generation of startups doing this.
7)
Startups will raise their early-stage valuations.
Most of the new LPs *need* to collect "stickers" to proof quick wins and show that they can get into deals
Most LPs don't understand the dynamics or reasonable prices but are amazed by the brand names.
Raise your valuations
Startups will raise their early-stage valuations.
Most of the new LPs *need* to collect "stickers" to proof quick wins and show that they can get into deals
Most LPs don't understand the dynamics or reasonable prices but are amazed by the brand names.
Raise your valuations
8)
Fund manager will see investing is fun
Give your opinion, hear how great it is, don't stick around to see your idea fail
But people doing funds will also realize it's a timesink with no upper limit.
It becomes either a fulltime job or you are barely able to do it properly.
Fund manager will see investing is fun
Give your opinion, hear how great it is, don't stick around to see your idea fail
But people doing funds will also realize it's a timesink with no upper limit.
It becomes either a fulltime job or you are barely able to do it properly.
9)
More alternative models will start to be able to get out of overpriced seed rounds
Expect funding-ATMs that give you $25k investment within 24hours
Expect weekend hackathons with investment prices
Expect twitch live-streams ala Sharktank
Expect "quit your job" checks
More alternative models will start to be able to get out of overpriced seed rounds
Expect funding-ATMs that give you $25k investment within 24hours
Expect weekend hackathons with investment prices
Expect twitch live-streams ala Sharktank
Expect "quit your job" checks
10)
Avg check-sizes will move to 100k, then to 250k
Solo GPs will get much more competitive towards each other
Solo GPs will start to switch to even larger checks - eg taking whole $1M-2M rounds - last but not least to be able to flex-tweet about it
Avg check-sizes will move to 100k, then to 250k
Solo GPs will get much more competitive towards each other
Solo GPs will start to switch to even larger checks - eg taking whole $1M-2M rounds - last but not least to be able to flex-tweet about it
11)
Later stage investors need to find a solution for the new decentralized early-stage investment scene.
The best new models will be along the lines of spearhead but for microfund owners.
Learn, get money, invest, get more money if you are good. Gamedynamics meets moneyball.
Later stage investors need to find a solution for the new decentralized early-stage investment scene.
The best new models will be along the lines of spearhead but for microfund owners.
Learn, get money, invest, get more money if you are good. Gamedynamics meets moneyball.
What else?
What am i missing?
What am i missing?
“We’d love to see a bit more fund traction over time before we can commit” https://twitter.com/briandshields/status/1304602509130989568
