- mehrmals pro WocheErscheinungsrhythmus
- 2 mintypische Länge
- 29. Juni 2020letzte Folge
Folgenzu den neuesten
'First-Time Founders' Often Have Been Tinkering for Quite a While
Transcript: http://spearhead.co/repeat
Your Reputation Is Built by the Companies That Are Doing Poorly
Transcript: http://spearhead.co/reputation
You're Not Investing in Nice People
Invest in people with high energy, intelligence and integrity. Transcript: http://spearhead.co/nice
Invest Only in Technical Teams
If there's no technical team, you're not investing in technology. Transcript: http://spearhead.co/technical
Invest in the Smartest Scientists in a New Field
You're not going to become a great tech investor by reading TechCrunch. Transcript: http://spearhead.co/scientists
Don't Fantasize About What You Would Do If You Were the Founder
You're not running the company—you're betting on the founder. Transcript: http://spearhead.co/fantasize
You'll Get Less Money in Your Winners
Always try to get your standard bite-size. Transcript: http://spearhead.co/winners
You Can Give Every Deal One Fatal Flaw
A startup that breaks all the rules won't get anywhere. Transcript: http://spearhead.co/flaw
The Best Deals Look Weird
If nobody thinks it looks weird, you're making a consensus investment. Transcript: http://spearhead.co/weird
Judgment Requires a Willingness to Be Unpopular
Groupthink leads to poor judgment. Transcript: http://spearhead.co/unpopular
Are Good Investors Piling in the Round with You?
It's a sign of good judgment when proven investors pile into the round. Transcript: http://spearhead.co/pile
Pivots Mean Your People Judgment Really Matters
Bets on seed-stage startups are bets on founders. Transcript: http://spearhead.co/pivots
Judgment Is the Work You Do Before a Deal Arrives
Over time you'll need less data to assess a deal. Transcript: http://spearhead.co/preparation
Judgment Gives You the Winning Lottery Numbers
But you still need a portfolio effect to be successful. Transcript: http://spearhead.co/lottery
Everybody Thinks They Have Good Judgment
It takes years to know if you have good judgment. Transcript: http://spearhead.co/judgment
Founders Backing Founders
Investing keeps founders sharp—and plugged into what the best startups are doing. • Founders want to be backed by other founders • Investing aligns interests • Advisors have adverse selection Transcript: http://spearhead.co/founders
Be Non-Consensus Right
You have to work from first principles and make up your own mind. • Be non-consensus right • Don't learn how to invest from the commentariat • The larger your herd, the worse your returns Transcript: http://spearhead.co/non-consensus
Be a Shadow Co-Founder
Create your own dealflow by helping companies get started. • Be a shadow co-founder to create your own dealflow • Get valuable pro-rata rights by investing pre-seed Transcript: http://spearhead.co/pre-seed
The Best Deals Come from Your Network
Branch out from there after you've built your reputation. • Branch out after you've exhausted your network Transcript: http://spearhead.co/deals
Don't Build a Brand in a Narrow Vertical
If the market never shows up or shows up late, your brand is shot. • Top VC firms rarely specialize • Mistimed or unrealized markets cost investors a lot of money Transcript: http://spearhead.co/vertical
My Original Brand Was in Growth Hacking
I pitched growth hacking to Twitter; they passed on it—but they let me invest. • Ryan Hoover and Patri Friedman have interesting brands Transcript: http://blog.spearhead.co/started
There's Very Little Innovation in Venture Capital
You have to be willing to do something that hasn't been done before. • You can build a brand through your advisors and limited partners • You can build software for startups • You can buy common stock instead of preferred Transcript: http:/
You Can't Build a Brand by Aping Someone Else
The airwaves are too crowded for undifferentiated content and distribution. • You're not going to build a brand simply because you want to Transcript: http://blog.spearhead.co/ape
You Need a Brand to Get into Hot Deals
A brand is an authentic reputation you have with founders and investors. • Investing in winners is the best way to build a brand • You can build a brand through content Transcript: http://blog.spearhead.co/brand
