Useful for VC

Andrea Badia and

Letter #154: Josh Kushner and Kareem Zaki (2023)

KG open.substack.com

andrea

Ideas framework for venture outcomes — TINA HE

tinahe.xyz

pphoebe

nice differentiated framework to evaluate good ideas

P9 Library

pointnine.com

Andrea Badia

Frameworks

Sarah Tavel sarahtavel.medium.com

Andrea Badia

r/startups - Reddit

reddit.com

andrea

Thumbnail of Sign in to continue to Gmail

mail.google.com • Sign in to continue to Gmail

Andrea Badia

VC is a Power Law business which means only a few cos deliver most of the returns - David Clark from VenCap breaks it down with data on 11.350 companies from 259 funds from 1986 - 2018. Only 1.1% out of 11,350 cos returned the whole fund!

David Clark responded to my tweet that median fund size for fund returners was $350M and many funds >$1b

mail.google.com • Sign in to continue to Gmail

Andrea Badia

Metric at IPO

KVYO

BRZE

Primary Motion

PLG

SLG

Revenue Growth

54%

52%

Revenue, $m

585

185

Gross Margin

77%

72%

ACV, $k

4.5

169

NDR

1.21

1.26

Est. Sales Efficiency

1.04

0.61

Profitability

4.7%

-21%

CFO / Revenue

18%

- 17%

A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 by @ttunguz

Andrea Badia

Ideas related to this collection