Tag: Business
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“$800k ARR…is that contracted or live?” Most investors never ask this question. They’re making a big mistake. Whether you’re an investor or a founder, you have to understand the difference between contracted and live revenue. Tl,dr: Contracted ARR is signed revenue, live ARR is actual money you’re billing. Focus on…
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+ Accounting, Angel Investing, Angel Investor, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Money, SaaS, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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I never show this spreadsheet to anyone. 54 top investors. This is my secret weapon. My money is no greener than anybody else’s. So if I want to invest in the best founders, I need to bring something else to the table. This spreadsheet makes it happen. Meet “The Sheet”…
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+ Angel Investing, Angel Investor, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Money, Silicon Valley, Startups, Tech, VC, Venture Capital+
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What happens when you lower the cost of something? You get more of it. My latest investment, Zeon Systems, is doing that for scientific research. Zeon lets you automate experiments. Just describe the experiment in natural language in a ChatGPT-style text box. Then, the robot arms carry it out! There…
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Figma goes public today. Seed investors were locked up for 12 years. That’s a long time to wait! But here’s why we should be grateful for lockups… Every company goes through hard times. If we were allowed to dump our shares, we probably would! Then, we’d miss out on enormous…
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+ Angel Investing, Business, Entrepreneur, Entrepreneurship, FIG, Figma, Finance, Investing, IPO, Money, NASDAQ, Silicon Valley, Startups, Stock Market, Stocks, Tech, Venture Capital+
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The startup world has a million metrics. CAC, LTV, ROAS. But here are 3 key metrics many founders aren’t looking at… Burn Multiple How do you know if the money you’re burning is producing any results? You won’t, unless you calculate your burn multiple. Here’s how to do it… Burn…
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+ Business, Entrepreneurship, Finance, Investing, Money, Startup, Startups, Stock Market, Venture Capital+
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Every pre-revenue startup is raising at $30-40 million right now. Making money on these bets will be next to impossible. A year or two ago, a company with little or no revenue might have raised at a $10 million cap. Not anymore. The price is going to be over $30…
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+ Angel Investing, Business, Finance, Investing, Money, Personal finance, Silicon Valley, Startups, Stock Market, Stocks, Tech, VC, Venture Capital+
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If I work backward from the biggest problems, I can find the biggest opportunities. Here are 4 areas I’m excited about investing in now: 1) Longevity. Everything about my life is awesome. If you’re sitting in the United States as you read this, chances are the same is true for…
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+ AI, Business, Entrepreneur, Finance, Investing, Money, Startups, Tech, Technology, Venture Capital+
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Elon just dropped Grok 4 overnight. Early testing shows it blowing away most other models. So this morning, I ran it through a test of my own… When Grok 3 came out in February, I asked it 3 real-life questions to gauge how good the model is. These are actual…
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+ AI, Artificial Intelligence, Business, ChatGPT, Elon, Elon Musk, Grok, LLM, Tech, Technology, Venture Capital, X, xAI+
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I looked at 4000 deals I’ve said no to in the last 3 years. Here are the most common reasons I passed… 1) No revenue. This is by far the most common reason why I pass on a startup. Cash is king. If a company can get people to plunk…
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+ Angel Investing, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Money, Silicon Valley, Startups, VC, Venture Capital+
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Lots of people want to become angel investors. But where do you find great deals? Here’s where I’m sourcing deals now… I looked at all 35 names in my portfolio thus far. For each one, I noted where I first heard about the company. Where My Deals Are Coming From…
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+ Business, Entrepreneur, Finance, Investing, Money, Silicon Valley, Startups, Tech, Venture Capital+
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Tremendous 