2023年2月27日

20 vc:大衛Tisch多級基金如何改變種子輪的遊戲,為什麼信號風險是廢話,創始人的三個最重要的變量,提高種子圓&討論投資組合構建:2023年2月27日公布的所有權重要哈利大衛Tisch BoxGroup的管理合夥人,一個領先的過去十年的種子期投資公司在500多個種子期投資初創企業,包括格子,羅依,坡道,PillPack,振幅,熨鬥健康,條紋,Warby帕克,哈利的,奧斯卡,Flexport, Classpass,葡萄樹,GroupMe, Airtable和更多。大衛也是GoodDog主席在網上找到寵物市場。Techstars從創始BoxGroup:大衛如何開始自己的公司Techstars框的形式有開始嗎?什麼建議從Brad Feld大衛永遠記住並持有近嗎?大衛現在知道什麼他希望他知道什麼時候開始投資?2)。辯論:數學不工作:投資組合構建:所有權無關緊要:大衛如何證明寫100美元從早期基金127.5美元支票?即使它是一個全壘打,不改變該基金嗎?水平的多樣化:如果大衛寫這樣的小檢查,與他的基金規模將數以百計的公司,大衛什麼相信是正確的多元化水平?儲備管理:大衛如何考慮初始部署時儲備基金的比例嗎? How does reserves management change in a recession? How does David prevent other VCs from using this to try and push him down to always writing a $100K check? Why does David believe that the size of check he is able to invest is the VC’s problem and not the founders? Price Sensitivity: How does David assess his own relationship to price today? Why does he believe that company valuation is not something that the investor controls? 3.) Advice to Founders Raising Rounds: What does David believe is the #1 role of the CEO? What are the three most important variables for founders to focus on when raising their round? How should founders analyze the tradeoff between the brand of the VC and the size of the round? Does signaling really make a difference when a large fund invests at seed? How did multi-stage funds change the seed landscape forever with a new product? Who does David believe are the tourists in early-stage venture? Will they leave in the recession? 4.) David Tisch: AMA: Who when they send him a deal does David take it most seriously? How does David want to ensure that bad VC behaviour is exposed? What would David most like to change about the venture landscape today?