Good morning 👋
And happy Friday to those who celebrate.
Slow news day, so I’m taking a play out of Shaan Puri’s playbook and sharing the best tweets that made me stop the scroll and think this week.
Here goes:
TOP
#1
“Diligence” is a subjective term.
If anybody wants to create a list of weird diligence practices, we’ll be the first to feature it.
#2
The less efficient the market = the more money to be made.
I wish somebody would have taught me this earlier in life.
#3
Countless examples of this throughout history.
If you want to get ahead as a business owner, find people that have mastered the products in the second step, give them autonomy to build, and watch your business start to grow.
#4
I’ve been saying this over and over again: the need for junior VCs is diminishing by the day.
It’s time for a lot of junior investors do a lot of soul searching to “future-proof” themselves.
#5
Most fundraising advice you read is AI-generated slop, but this is great.
#3 is especially true, and I’ve found open convos are WAY better vs. constantly pitching to people who don’t let their guard down.
COMMUNITY
The OS for private investors 🕹
Good venture investors need to have:
Good background knowledge and an understanding of how venture dynamics work
A source of good deal flow so that you see founders first
An elite investor network that you can share notes, deals, and other information with
Mental frameworks to understand company building, scale, and what makes a good vs. great investment
Connections to other high-quality people that become future co-workers or portfolio company employees
That’s why we built this.
2,500 other investors from places like Bessemer, Insight, Accel, and Founders Fund already use it, and we think you should too.
TWEET
LINKS
👍 Getting Investor Onboarding Right: Insights from Galaxy’s Garima Grover on how to offer LPs a white-glove onboarding experience
⤵️ How Money Flows: Capital attracts growth, growth attracts capital
🤔 When to Expect Results, How Good Will You Be: Figure out if you’re good at logic, intent or outright sales
➕ The Importance of “Sales Rep Math”: A framework that will help you reverse-engineer quotas from actual rep capacity—ensuring targets are ambitious but not delusional
🛜 Six-Chart Sunday—Predictable Unpredictability: An attempt to find signal in the noise and what businesses should be doing to navigate the disruption
Thanks for reading this far and giving us a little bit of your attention this week.
Feel free to unsubscribe whenever this stops becoming valuable to you.
- Clay
(Founder @ Confluence.VC | GP @ Outlaw)
