Mnqobi Gao Malaza

@gao_malaza

Visionary • Innovator • World Economic Influencer

South Africa
Vrijeme pridruživanja: kolovoz 2009.
Rođen/a 11. kolovoza

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  1. proslijedio/la je Tweet
    prije 42 minute
    Odgovor korisnicima i sljedećem broju korisnika:
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  2. proslijedio/la je Tweet
    prije 6 sati

    My finance stack: Bank: , Investing: , , , Real Estate Cash: Credit cards: Chase Sapphire Reserve + + Ramp Financial (corp card) Crypto: mainly in PFM: You?

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  3. proslijedio/la je Tweet
    prije 6 sati

    It turns out there are a lot of SaaS growth channels. Full list: - Sales - Partnerships - SEO - Content Marketing - Email - Product Virality - Ads - Community - Customer Success/Support - Events/Conferences - Affiliates - Word of Mouth/Referrals - PR

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  4. proslijedio/la je Tweet
    2. velj

    Most founders know enterprise sales rep math, # of reps*$ quota*% quota hit per rep w/ ramp time (6 mos); what’s often forgotten is that reps need leads, marketing, BDRs, and some of their own pipe; don’t scale without knowing the math on Glengarry leads, you’ll just burn 💰💰💰

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    Someone DM’ed + asked what’s median ramp time; around 6 mos + can be 9-12 mos, depending on model, bottom up/top down, complexity of product, POCs or not; key is to be honest with yourself. you win no awards by budgeting a faster ramp as you'll miss your #

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  6. proslijedio/la je Tweet
    prije 3 sata

    Even in this market flush with capital, it's very difficult to raise that first round of capital unless you're a proven founder, have traction or come from a top company or university. I believe new pre-seed funds, syndicates of angels and new accelerators can fill this void.

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    6% SWF, 14% endowment/foundation, 30% corp, 12% FoF, 10% Family, etc.

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    1. velj
    Odgovor korisnicima

    It was more of a rhetorical. I have a private database. I track every exit. Public one is here with some of the data:

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  10. proslijedio/la je Tweet
    1. velj

    A quiet DTC brand reaches out. Their home goods product earned $33m ($8m EBITDA) in 2019 with 65% of their traffic coming organically. The twist: they want to raise $25m at a $125m. Tremendously sound fundamentals but a disconnect on valuation. Should be closer to $30-40m.

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  11. proslijedio/la je Tweet
    31. sij
    Odgovor korisnicima i sljedećem broju korisnika:

    Depends on valuation (which is inversely correlated with how "undervalued" a founder is...). Microfunds put in $25k-$250kish, so if a round is going for $2.5m-$5m post cap, then you're looking at < 5% in most cases. My guess is more like 1-2%...

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  12. proslijedio/la je Tweet
    31. sij
    Odgovor korisniku/ci

    The smart thing to do is to invest in multiple rounds. The optimum multi-round investing model would mirror the Kelly Criterion that poker players have followed for years. See

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  13. proslijedio/la je Tweet
    31. sij

    This might be a dumb question. But I’ll take a risk and ask. Because I really need to know for a model I’m building... What % of the company does the non-lead MicroVC / Seed Investor with a sub $20m fund get on average?

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  14. proslijedio/la je Tweet

    -- accelerators get 6-7% -- seed investors put in $250-500k & get 5% depending on valuation at seed round (typically 5-10m) You then get diluted by 50% if you don't go pro-rata. So if you sell for $100m in these examples you would get ~3%... 7-10 years later. It's hard.

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  15. proslijedio/la je Tweet
    1. velj

    Publicly traded comps. Blackstone, Apollo, and Fortress before them all had these characteristics: Predictability. Multi-product. Scale. They just started from the private equity product and expanded across products and cap structure. No reason a multi-stage VC couldn't do it. x/

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  16. proslijedio/la je Tweet
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    Has VC Become So Big It Must Be Disrupted? Wrong question. Right question: Have VC cash flows become sufficiently predictable that they can be efficiently monetized and traded in a public format? There are several conditions to this being true 1/

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  17. proslijedio/la je Tweet
    29. sij

    Fellow bootstrappers! I just published "Zero to Sold", a 25.000-word guide to starting, running, and selling a sustainable bootstrapped business.

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  18. proslijedio/la je Tweet
    1. velj

    One Medical, a concierge-like primary healthcare startup, closes up 58% on its first day of trading, after raising $245M in its IPO, and is now valued at $2.7B ( / Modern Healthcare)

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  19. proslijedio/la je Tweet
    30. sij
    Odgovor korisniku/ci

    more equity for employees is the most important reason

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  20. proslijedio/la je Tweet
    31. sij

    Kate - CEO [LinkedIn] [Twitter] [HackerNews] Ho-Jun - CTO [LinkedIn] [GitHub] Vijay - CMO [LinkedIn] [Twitter] [YouTube] Jada - VP Design [LinkedIn [Twitter] [Dribbble] Eventually, VCs will want to do due diligence, and this format makes it easier. /9

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