Home Venture Capital 20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Sequence A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Sequence A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

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20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Sequence A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

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Posted on ninth August 2023 by Harry

Jason Lemkin is the Founder @ SaaStr one of many best-performing early-stage enterprise funds targeted on SaaS. Prior to now, Jason has led investments in Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to call a couple of. Previous to SaaStr, Jason was an entrepreneur, promoting EchoSign to Adobe for $100M the place it’s now a $250M ARR product.

In As we speak’s Episode with Jason Lemkin We Talk about:

1. WTF is Occurring At Seed Proper Now:

  • Why does Jason consider seed is extra lively than ever?
  • Is the pricing of seed rounds impacted because the downturn?
  • Why does Jason consider it’s not solely not the tip of get together rounds however only the start of them?
  • Why does Jason consider you can’t fail when you have $1M in ARR and a tremendous founder?
  • Why does Jason consider that seed buyers can not take part in “scorching seed rounds” anymore?

2. Is Sequence A a Useless Zone:

  • How does Jason analyze the Sequence A and B setting in the present day?
  • What has modified in what buyers count on and need to see in potential Sequence A and B investments?
  • What occurs to the numerous corporations who raised pre-emptive Sequence As and have 10 years of runway however no product-market match?
  • Why does Jason consider founders ought to supply to provide the cash again when it’s not working?
  • What occurs to the Sequence A and B market within the subsequent 18 months? When does it come again?

3. Progress: Individuals are Too Adverse!

  • Why does Jason consider that progress is extra lively than many are giving credit score for?
  • What are the ARR benchmarks required to get a very good progress spherical time period sheet in the present day?
  • Why does Jason consider that VC DD is a load of BS?
  • Why does Jason consider that each VC has fraud of their portfolio? Will they arrive out?

4. Ring That Bell: IPOs and M&A:

  • Why does Jason consider 2024 will probably be a tremendous yr for IPOs?
  • Why does a lot of the IPO market depend on Stripe and Databricks?
  • What is required for a tremendous 2024 IPO market?
  • How does Jason consider the M&A market in 2024? Will regulation get in the best way?

5. Jason Lemkin: AMA:

  • Why does Jason Lemkin consider this era of staff won’t ever work exhausting once more?
  • What’s the solely means for seed funds to make cash investing in serial entrepreneurs?
  • What does Jason know now that he needs he had identified when he began investing?

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