There we go. Works in public markets too. This is a lot of how I've finally built a consistently successful due diligence process after much much pain.
In a "group think" industry, being a contrarian in VC means: 1. Don't let other investors do diligence for you 2. Build a financial model w/ ownership goals & max. valuations & actually "say no" when deals don't fit the model 3. Have a thesis rather than being "opportunistic"
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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4. Never ask or care who else is investing to preserve independent thinking and analysis.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Or write an algorithm so entrepreneurs can fill in the parameters for you and save the pitch time and their time talking to you and your rigid model! Innovation is called innovation for a reason, generally because it doesn’t fit convention!
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You’re getting a follow for this tweet
Kraj razgovora
Novi razgovor -
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2 and 3 will almost always guarantee subpar returns but to each their own
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Particularly true for follow-on investors. Particularly true for diligencing founders. No substitute for spending time with team...no matter their pedigree or "heat".
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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many VC theses sound more like vision statements and have all the ills vision statements have
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Completely agree on 1 and 2. I don't think 3 is possible in small markets like CEE, especially if you have an industry thesis.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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So essentially......doing your job?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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I’ve been impressed by
@M25vcHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
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