Kogito Ventures

@KogitoVC

Early Stage VC fund co-investing with Business Angels. Run by and

Warsaw, Poland
kogito-ventures.com
Joined October 2016
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  1. Pinned Tweet
    23 Feb 2019

    Looking to build your Angel portfolio? See our list of best practices, mental models, checklists and learning resources to avoid burning your wings.

    1 reply 13 retweets 63 likes
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  2. Retweeted
    Jul 10

    One subtlety of startup valuations is they're based on the probability of an eventual huge success, not just extrapolating current traction. You're not calculating discounted cash flows; you're estimating the likelihood of a startup winning a market & the size of that market.

    A fact that will alarm many people but is nonetheless true: startup valuations are bets by professionals that the actual value of the company is significantly higher.
    11 replies 31 retweets 190 likes
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  3. May 21

    Investor updates. Thanks for sharing!

    I'm open sourcing the first 20 investor updates we ever sent at Starts from the point we raised money (June '14) until we were past $1M in ARR (December '15) Mostly uncensored 😬 but hopefully a helpful resource
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  4. May 8

    To our fellow Polish Angels: „Wiedza o inwestowaniu anielskim jest bardzo rozproszona. Postanowiliśmy ją uporządkować dla samych siebie, a także po to by ułatwić do niej dostęp polskim Aniołom Biznesu.”

    2 retweets 4 likes
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  5. May 6

    In the race to scale, be careful not to sell products for less than their variable costs

    1 like
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  6. Retweeted
    Apr 22

    “Investors benefit from indexing as broadly as possible at the *seed* stage, by putting money into every *credible* deal, because any selective policy for seed-stage investing—absent perfect foresight—will eventually be outperformed by indexing.”

    43 replies 143 retweets 888 likes
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  7. Apr 21

    Make sure you check out other episodes of podcast, where he extracts so many actionable ideas from world's most successful investors, founders and domain experts that we feel like this podcast should have premium pricing

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  8. Apr 21

    If you're building a marketplace business and haven't heard this gem of an episode (ok they're all gems tbh), you're missing out. So many useful insights here: specialisation, finding a niche, scaling, unbundling incumbents, loops for increasing marketplace liquidity & quality

    My conversation with one of the investors I've learned the most from: . - lessons from food delivery wars - all things marketplace: building, "tipping," and scaling - social networks - how to use data inside a business
    1 reply 2 likes
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  9. Apr 17

    Founders beware

    Barbarians at the Gate - Venture Edition. I've asked two leading startup lawyers to help me put together a detailed review of the arsenal of aggressive legal terms that VC's may want to use in a crisis, so founders know what to look out for.
    2 retweets 2 likes
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  10. Apr 15

    Great stuff!

    You can find the online version that inspired me to dive deeper into the material (and which will always remain free) on The Bootstrapped Founder blog.
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  11. Apr 7

    We can't wait for the game premiere on Sept 24th. Get on the Steam wishlist here

    1 like
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  12. Apr 7

    "...Games are interactions... We're not giving away facts easily. We want them to be discovered. There is no other medium that allows you to really feel fear or stand face to face with a killer"

    1 reply 1 retweet 6 likes
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  13. Mar 31

    Welcome in the portfolio! Smart and convenient way to order best nutrition for your dog. Thank you for inviting us and our angels to the round, alongside great industry partner . [article in polish]

    4 likes
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  14. Mar 21

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  15. Mar 10

    Must read

    My 2019 Annual Letter is now out: Contents: - Returns - Trust busting Big Tech - Intellectual sterilization of new grads - Product wars and cigarette butts - Secrets hidden in plain sight - A comparison to Berkshire Hathaway
    1 retweet 1 like
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  16. Mar 9

    Need to go remote in emergency mode? Check out this article on what to consider and join a webinar on how to correctly set it up (link at bottom of page).

    1 retweet 5 likes
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  17. Mar 3

    Go Poland! 🇵🇱

    3 replies 6 retweets 20 likes
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  18. Feb 27

    Fantastic thread 👇

    I’m biased but is a true underdog story + thought I’d share details we’ve never shared before. ICYMI, we announced a $50M raise at $2B valuation. Udemy almost died at least 5x. We got rejected by everyone in the Valley. Startups are never a straight line. *Read on*
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  19. Feb 27

    Got to PMF, crossed the chasm, or so you think? A must-read, highly distilled set of advice by inversion, or Munger’s „trying to be consistently not stupid”: BlitzFail: How Not to Go Off the Rails” many thanks and chapeau bas

    1 retweet 3 likes
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  20. Feb 25

    1 like
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  21. Feb 25

    44) Ex-founders Make the Best Angel Investors ”Land of the “Super Founders“— by Ali Tamaseb

    1 reply 1 retweet 3 likes
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