Craft Ventures: VC vs PE: What's the right framework for thinking about your startup?

David Sacks runs through a hypothetical example of a cram down round to illustrate the framework startups in today's economy should use to think about operating efficiently and raising their next round.
0:00 Introduction
2:25 Hypothetical example based on a real company
5:12 What does a "cram down round" look like?
7:08 Incentives diverge between investor types
10:07 Exit opportunities outlined
17:03 How did this happen? The turning point, the point of recognition & common mistakes
22:45 VC vs PE mindset
24:20 New standards for VC eligible startups
27:25 Q&A

Пікірлер: 16

  • @robinle8770
    @robinle87708 ай бұрын

    who's here after all-in pod?

  • @mapalochansa9965

    @mapalochansa9965

    8 ай бұрын

    Me

  • @jjeremycai

    @jjeremycai

    8 ай бұрын

    👋

  • @ripcity921

    @ripcity921

    8 ай бұрын

    Me. Your comment has 34 Likes. I thought it’d be more like 34k. Makes me feel elite.

  • @robsmith6960

    @robsmith6960

    8 ай бұрын

    Yes!!

  • @robsmith6960
    @robsmith69608 ай бұрын

    This was a such a useful discussion, i've listened through 3x 🙌 I'd love to hear a similar sort of discussion for early stage start ups at pre-seed.

  • @will_h4
    @will_h49 ай бұрын

    Thanks to David and the Craft team for this info - I appreciate you sharing your wisdom!

  • @nickbenson6310
    @nickbenson63108 ай бұрын

    Big fan - Love the new hair on the All In Pod. Looking great brother!

  • @MoaazAhmad
    @MoaazAhmad8 ай бұрын

    Great insights into PE vs VC and how to think about burning vs conserving in a downturn environment. Came here from the All In podcast.

  • @kakazazz8101
    @kakazazz81019 ай бұрын

    this is really informative! thanks a lot

  • @jamesshields9079
    @jamesshields90798 ай бұрын

    So good I'm going to watch it again

  • @Yamamma8
    @Yamamma88 ай бұрын

    I remember you guys mentioning a story on the pod where a guy bought a bunch of cheap common secondary shares because upon IPO the shares are all treated the same. My thesis then for a fund would be to buy a bunch of super cheap common secondaries from companies whose founders/employees believe they’ve been crammed down and want to exit for at least .40 on the dollar. One of those may actually pop off and make the fund? 🤷 Cram Fund I LLC

  • @jimcoutre9754
    @jimcoutre97548 ай бұрын

    Great video, thanks for putting this together!

  • @jamiluabdullahi
    @jamiluabdullahi8 ай бұрын

    Straight up from All-In Pod🌚

  • @ryangerhardy918
    @ryangerhardy9188 ай бұрын

    Curious about an interim position, not VC and not PE but growth equity investors. I am seeing aggressive interest with metrics in between the good and great categories from growth equity investors that do not require profitability like PE or >100% growth like top tier VCs.

  • @KG-yc6cl
    @KG-yc6cl6 ай бұрын

    Its crazy that this type of information is just floating around on the internet with no one paying attention to it

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