TheVCFactory's profile picture. Mindset-Based Investor in Emerging VC Managers.

Aram Attar

@TheVCFactory

Mindset-Based Investor in Emerging VC Managers.

Pinned

Last Friday, I presented my report “Emerging VCs: Selection Through Mindset” to a select group of LPs and GPs in Austin. The report shows how current LP evaluation methods can significantly benefit from incorporating a structured analysis of Emerging GPs’ mindset: how they…

TheVCFactory's tweet image. Last Friday, I presented my report “Emerging VCs: Selection Through Mindset” to a select group of LPs and GPs in Austin.

The report shows how current LP evaluation methods can significantly benefit from incorporating a structured analysis of Emerging GPs’ mindset: how they…

Aram Attar reposted

Truth

Ben Horowitz literally explains how he differentiates between mediocre CEOs & great CEOs.

yasminekho's tweet image. Ben Horowitz literally explains how he differentiates between mediocre CEOs & great CEOs.


Amazed to read so many comments who don’t get the joke.

Visited a startup accelerator in Palo Alto last week It was 10pm and the founders were still coding “Do you have a government permit to be working at this hour?” I asked them They looked at me and said “bro what are you talking about” in a typical condescending American way I…



Aram Attar reposted

I am deeply honored, humbled, and will have big shoes to fill. @roelofbotha changed my life. He believed in me, brought me to Sequoia, and taught me how to grow from a builder into an investor. He’s demanding and deeply caring — the rare kind of friend, mentor, partner who…

A new generation of Sequoia stewards

sequoia's tweet image. A new generation of Sequoia stewards


I’m going to put that here for future reference.

TheVCFactory's tweet image. I’m going to put that here for future reference.

There’s a “scientific method” approach to venture investing: make assumptions, fund the trial, and course-correct without engaging in confirmation bias. You have to be both open and have conviction, which is why the phrase “strong conviction, loosely held” is so often heard in…


Aram Attar reposted

I covered this in a quarterly LP letter last year (screenshot below). IMHO larger VC portfolios are underrated: * Portfolio network effects -> better sourcing, diligence, support for founders * Brands are built on # of winners * More investments -> smaller checks -> easier access

lpolovets's tweet image. I covered this in a quarterly LP letter last year (screenshot below). IMHO larger VC portfolios are underrated:
* Portfolio network effects -> better sourcing, diligence, support for founders
* Brands are built on # of winners
* More investments -> smaller checks -> easier access

"spray & pray" vs "concentrated" - lots of debate as always at RAISE this year on everyone's favorite VC topic. How has this debate changed in the last 18 months? - Following on into your best companies has gotten harder (usually because the next couple rounds are much larger…

PeterJ_Walker's tweet image. "spray & pray" vs "concentrated" - lots of debate as always at RAISE this year on everyone's favorite VC topic.

How has this debate changed in the last 18 months?

- Following on into your best companies has gotten harder (usually because the next couple rounds are much larger…


AI “job displacement” is a legitimate concern, but what people often overlook is that many jobs are effectively carried out by human-like robots. This is especially true in customer service roles. Employees run a script that leaves no room for sensible resolutions and fail to…


How much time passes between the moment you shake a Founder’s hand and when their pitch starts tells you all you need to know about their salesmanship.


No matter what your friends tell you: if you speak more than your guest and change topics every 2 minutes for 90 minutes, you’re a poor interviewer.

TheVCFactory's tweet image. No matter what your friends tell you: if you speak more than your guest and change topics every 2 minutes for 90 minutes, you’re a poor interviewer.

People who are used to having an inner dialogue in life/work will thrive with AI chatbots.


Agreed. Non-consensus chasing requires a different mindset. thevcfactory.com/venture-capita…

The same 10 VCs every week: “this is the frothiest market I’ve ever seen. Every round is preempted at insane valuations. I don’t know how anyone will make money in this environment. Nobody can compete with the big firms” The reality: they’re only being exposed to the most…



Aram Attar reposted

My partner Bruce Dunlevie once asked "what could go right?" This is the defining attitude needed in VC investing. When they work .... Wow.


Aram Attar reposted

I made a $250M mistake by thinking I was smarter than a market. I met an incredible entrepreneur in 2020. Raising $2M on $10M post. I could have done a $250K investment. The founder; clearly brilliant. The market; I doubted could facilitate a $10BN+ new player. The…


Quick thoughts from participating in investment committee meetings for over 15 years: Listen more than you speak Changing your mind when presented with new data is ok Be humble: you’re not doing the work; you’re not the most knowledgeable person on the topic either When…


Unlikely to be a good return so fast. Shows how short-sighted many have become.

A question for LPs. If a venture fund has an early exit in year 2 of the fund, would you rather have the VC Manager:

Send the cash now (DPI) %63.7
Recycle cash into new cos %36.3

102 vote · Final results



Aram Attar reposted

"PayPal raised $100M at a $500M valuation in March of 2000 - with no revenue. By June, we had 7 months of runway left. We got religion fast. Between June - Sept we: - Fixed fraud - Got users to link bank accounts - Cut transaction costs All the innovations that made PayPal…

THE LIBRARY OF MINDS: EPISODE 2 - featuring Roelof Botha (@roelofbotha) Managing Partner of Sequoia. Ex-CFO of PayPal. Early backer of YouTube, Instagram, Square. Quiet architect behind generational companies. We cover: • How elite orgs think like teams-not stars • The false…



Loading...

Something went wrong.


Something went wrong.