Topic · 16 of 84 articles

Fundraising articles on investor research

The right investor list beats a bigger investor list. These pieces show how to research who actually writes checks at your stage and sector, how to read a fund's real appetite, and how to avoid weeks wasted on the wrong doors.

Buffer Open blog·October 2014 ·15 min read

We're Raising $3.5m in Funding: Here is the Valuation, Term Sheet and Why We're Doing It

Buffer publishes every detail of its $3.5M Series A: the valuation, the actual term sheet, investor list, ARR ($4.6M), and the unusual structure that let founders and early employees take secondary money. A landmark in fundraising transparency.

Valuation & DilutionTerm SheetsSeries AFirsthand Story
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celinehh.com·2021 ·20 min read

How I raised a $5.1M seed as a first-time, female, solo founder for a biotech moonshot

Halioua details exactly how she raised $5.1M pre-product for a dog-longevity biotech as a solo, first-time, female founder: building the narrative for a moonshot, sequencing investors, and handling deep-tech skepticism.

Fundraising StrategyStorytellingSeedFirsthand Story
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Female Founders (Medium)·June 2015 ·10 min read

Dear White Venture Capitalists: If you're reading this, it's (almost!) too late.

The viral 2015 essay, written while Hamilton was broke and pitching her fund, calling out venture's failure to fund underrepresented founders. It directly led to her first LP check and the founding of Backstage Capital.

Fundraising EthicsInvestor ResearchStage-AgnosticContrarian View
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blog.samaltman.com·2015 ·8 min read

Black Swan Seed Rounds

Altman observes that the best investments he's made were rounds nobody else wanted, and the hottest, most oversubscribed seed rounds mostly produced mediocre outcomes. Explains why consensus and quality are inversely correlated at seed.

Momentum & SignalingFundraising PsychologySeedContrarian View
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cdixon.org·August 2009 ·5 min read

The Problem with Taking Seed Money from Big VCs

Dixon's classic warning about signaling risk: when a large multi-stage VC seeds you and then declines to lead your A, the market reads it as a kiss of death, regardless of your actual progress.

Investor ResearchMomentum & SignalingSeedContrarian View
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Bessemer Venture Partners ·8 min read

The Anti-Portfolio: Honoring the companies we missed

Bessemer's famous public list of the legendary companies it passed on, with self-deprecating explanations ('friend rented her garage to Google's founders; David asked how he could leave the house without going near it').

Objections & RejectionFundraising PsychologyStage-AgnosticFunny / Unusual
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Both Sides of the Table·2012 ·15 min read

How to Develop Your Fundraising Strategy

Suster's process playbook: qualify investors like a sales pipeline, research partners not firms, sequence your best prospects after warm-up meetings, and manage the raise like an enterprise deal.

Fundraising StrategyTarget ListSeedHow-To
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next big thing (Substack)·July 2020 ·12 min read

The Rise of the Solo Capitalists

Named and documented the solo-capitalist phenomenon: individual investors raising nine-figure funds and winning competitive rounds against firms, and what founders gain and lose by taking their money.

Investor ResearchFundraising StrategySeedData & Benchmarks
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paulgraham.com·September 2012 ·12 min read

Black Swan Farming

Graham explains power-law returns from the investor side: the best ideas look like bad ideas, YC's returns come from a handful of companies, and even professionals can't reliably pick winners at the time of investment.

Fundraising PsychologyInvestor ResearchStage-AgnosticFirsthand Story
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AVC·January 2015 ·8 min read

Some Thoughts on Seed Investing

Wilson candidly reviews USV's own seed investing record and explains how a multi-stage firm actually thinks about seed checks, follow-ons, and the reserved-capital math behind them.

Investor ResearchFundraising StrategySeedFirsthand Story
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tomtunguz.com·2016 ·30 min read

A Founder's Guide to Venture Capital & Startup Fundraising

Tunguz's index of his data-driven fundraising posts organized as a founder's guide: how VCs decide, round dynamics, valuation math, and negotiation, each backed by his analyses of actual funding data.

Fundraising StrategyValuation & DilutionSeedHow-To
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hunterwalk.com·March 2017 ·4 min read

A Question About Risk That Founders Forget to Ask VCs

A short, sharp diligence-reversal tactic: ask every prospective investor 'what's a risk you're more comfortable with than the average VC?' and use the answer to test fit and conviction.

Investor ResearchInvestor MeetingsSeedHow-To
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robgo.org·January 2016 ·6 min read

How We Think About Pre-Seeds at NextView

The investor-side view of pre-seed construction: why NextView prefers small aligned syndicates over large party rounds at this stage, and what that means for founders assembling one.

Investor ResearchFundraising StrategyPre-SeedHow-To
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Bessemer Venture Partners ·60 min read

Bessemer's Published Investment Memos (LinkedIn, Shopify, Pinterest, Twilio and more)

Bessemer publishes the actual internal investment recommendation memos behind its best deals, showing exactly how partners argued for LinkedIn, Shopify, Pinterest and others: the risks flagged, the numbers at the time, and the bet being made.

DiligenceInvestor ResearchSeries ACase Study
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alexanderjarvis.com·2005 ·20 min read

The Confidential YouTube Investment Memo by Sequoia

Sequoia's actual 2005 YouTube Series A memo, made public through the Viacom lawsuit: written when YouTube was two months old with no CEO and no business plan, it shows how a top firm underwrote a raw, risky deal.

DiligencePartner MeetingSeries ACase Study
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Fem Impact Africa·2024 ·10 min read

Who Gets Funded to Build in Africa? Lessons from a $7.3M Nigerian Seed Round

Uses a $7.3M seed round raised by an American founder for a Nigerian-market app to examine who global VC actually trusts to build in Africa, and what local founders face by comparison.

Fundraising EthicsInvestor ResearchSeedContrarian View
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