The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity

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Aug 12, 2022
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INSIGHT

Price Sensitivity and Market Size

  • Determine if price matters based on market size.
  • Immense opportunities justify higher prices, while smaller markets require discipline.
ANECDOTE

Missed Nubank Opportunity

  • Marcelo Claure missed Nubank due to initial price concerns.
  • He later realized the market was large enough to justify a higher price.
ANECDOTE

Investment Strategy

  • Claure Capital targets 95% of investments where price matters.
  • 5% are in large markets where price is less critical, like Kavak in Mexico.
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