The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
Apr 17, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 4min
The Rise and Fall of VC Funds
03:42 • 4min
Bonfire: A Firm That's Had Persistent Top-Desil Returns
07:48 • 5min
How to Be the Most Aligned Investor With a Founder
12:30 • 2min
The Reverse of the VC Shift
14:44 • 2min
The Trends in Series Seed Valuation
17:00 • 4min
The Importance of Human Resources in Software Companies
20:54 • 5min
How to Segment the Opportunity Set in SAS
25:47 • 2min
How to Justify the Cost of a Sales Force When Targeting Smaller Customers
27:36 • 6min
The Importance of Minimum ACV in Sales
33:21 • 3min
The Right Time for a Founder to Transition to a Sales Leader
36:08 • 4min
The Importance of Hiring the Right Sales Leader
40:17 • 3min
How to Invest in a VC Fund for $500
43:00 • 4min
How to Raise Series a and Succeed
47:12 • 2min
How to Build a Series a Ready Company
49:29 • 2min
How to Give Hard Advice to a Blind Spot
51:46 • 5min
The Importance of Being Patient and Stay Active
56:43 • 3min