Frank Rotman, Discover and Read the Best of Twitter Threads by @fintechjunkie

1/15: Early stage investors have gotten really creative over the past few years with the rights they’ve negotiated in their deals. But guess what? In today’s market the rights aren’t

1/25: It’s been 6-months since I posted a thread about the trend of early stage companies raising of 2-3 back-to-back rounds with minimal progress in-between. I asked some amazing VCs

1/10: Sometimes you wonder why people behave the way they do. It’s not always easy to pinpoint the drivers, but for many people it starts with the examples they’ve been

1/16: One business model I talk about frequently with Founders is underbuilding their software as a strategy. It’s a really powerful concept that can help a product stand out in

13/23: We’re living in a time where people don’t believe that they can affect the inputs enough to kink the curve on outcomes. As a society we can’t agree on

1/23: It’s widely believed that “grit” is one of the most important characteristics of highly successful people. I have an emerging (and controversial view) that the YOLO investing behavior that

1/23: The debate rages on about whether @RobinhoodApp is “doing good” or “doing harm”. There is no simple answer to this question so it’s best to frame the conceptual issue

1/12: I’ve been asked a lot why there’s so much variance on “valuations relative to traction”. Some companies are getting 100X ARR multiples while others are getting 2X. There’s no

1/17: Many Founders struggle to make critical decisions if they’ve been given competing advice from Investors and/or Lieutenants. It happens all the time and Founders need to build the competency

1/39: The only way to describe the public markets’ appetite for new Logos is “insatiable”. But why? SPACs vs. IPOs? I’m no public markets expert by any stretch of the

1/26: It’s hard to produce a 3X+ #VC fund. It’s much harder to do this consistently. Our first 4 funds are mature enough to know where they’ll end up and

1/23: One #startup trap to avoid (founders and VCs) is to fall in love with a value prop that can’t be delivered IRL now. Good diligence will surface disconnects but

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