SaaStr AI VC Secures 682+ Startup‑VC Matches This Month
Then ready to get funded? SaaStr AI VC will help connect you with top B2B + AI VCs We’ve already made 682+ matches this month! Check that our here -> https://t.co/ZgZ3zuf6hP https://t.co/0zbn4irJYL
Find the Perfect B2B AI VC with One Prompt
And not sure which VCs are right for your start-up? Ask SaaStr AI. In one prompt, we’ll tell you which of 372+ top B2B+AI VCs are best for your startup -> https://t.co/3JyImX3jMX https://t.co/bUh3OE9DWf
Considering Raising Over $1 Billion: A Serious Question
@lpolovets Serious question: what if you raised at $1B+?
Launching Investor‑Focused Product Hunt, Seeking SF Early‑Stage Backers
Building a Product Hunt for investors. A few weeks ago we onboarded 100 beta users and sent the first digest. Opening space for a few more. If interested, DM if you're an: • Early-stage investor • Based in SF • Trust me ;) (will delete this tweet...
Investors Don't Outnumber Founders in London, Claim Refuted
@BennettSiegel @endowment_eddie @maxaltman Except it’s not true that investors outnumber founders in London! Just wrong
Early First and Second Close Signals a Bad Deal
The minute I hear first and second close for an early stage funding round; I am out. Never a good sign.
Mel Williams on AI Cycle and VC Competitive Edge
Had an awesome time chatting with Mel Williams , cofounder of TrueBridge, an $8B AUM fund that invests in VC firms. We discussed how he thinks about the current AI cycle, what he looks for in venture managers, and what...
Build a Dream Team Before Hiring an Investment Bank
What key things should founders look for when hiring an investment bank to help sell their business or raise capital? Most software founders don't know exactly who needs to be involved in order to pull off a successful sale or...
Venture Opportunities Are Bigger Than Ever, Despite Competition
Check out the full early-stage analysis in my LinkedIn article here + convo w @kirstenagreen (@ForerunnerVC) on how despite the competition, the opportunity in venture has never been greater. https://t.co/X5nmVC8dQU
Megas Dominate Series A Deals over $20M
Series A: Most priced A rounds cluster around $20M. Below this, dedicated A funds lead the majority of rounds. ~40% of priced A rounds land in the $20M+ bucket & this is where the megas come flooding, leading or co-leading more...
Mega-Funds Dominate Rare $20M+ Seed Rounds
New data on Seed & Series A: how many deals are getting done & at what check size👇 Seed: ~90% of priced Seed rounds are $20M: Though just a tiny fraction of the mkt, 70% of priced Seed rounds include mega-fund lead...
Stay Resilient—Download the Latest Private Company Benchmarks
Keep on keeping on (and download the new private company benchmarks): https://t.co/TzlGYFvqPm
Growth Slows: Even $50M+ Firms Hit 17%
We’re seeing a structural reset: growth is simply harder now. Even $50M+ companies are growing at 17%, and public SaaS is stuck at 13%.
40%+ Growth Is Rare; SaaS Growth Slows Significantly
I don't know who needs to hear this today... But if you're growing more than 40%... you're CRUSHING IT! I know we only hear about companies obliterating land and speed records, but the reality is most SaaS companies are lucky...
Pre‑Christmas Podcast with Harry Stebbings and Rodricoll
Pre-Xmas pod with @HarryStebbings and @rodriscoll https://t.co/tEZBz0srjx
Why SaaS Revenue Matters to VCs, Even If Overrated
As a founder, I used to think that SaaS revenue was overrated. Why did VCs care so much about that? Especially when it didn't make sense per the business More >>
Gym Teacher's Lesson Becomes VC's Problem‑Solving Fulcrum
A Venture Capitalist’s Ode to His Gym Teacher Michael Eisenberg There is an old adage that those who can’t do, teach. Those who can’t teach, teach gym. The adage has always troubled me. What more enlightened pursuit is there than education? So...
SaaStr AI VC Apps Reach 800K Uses in 60 Days
@bogdaniordache Probably not. Still, the flip side? Our SaaStr AI VC apps have already been used 800,000+ times in < 60 days https://t.co/XOGfNpEPiG
Custom Vibe Coding Threatens SaaS Dominance
Vibe Coding Will Kill SaaS: " In a year or two; you'll get to a place where a lot of the current organizational tools that companies are using, you could build your own version. It would make so much more sense to you...
80% of Founders Fail First Due Diligence, Investors Overlook It
An astounding 80% of founders fail due diligence the first time they go through the process… and many investors aren’t doing ANY confirmatory due diligence at all. On TWiST, we’re chatting with Collin Sebastian of En Vérité about the shocking...
Pivot Fast: Listen, Adapt, and Find Your Market
Sometimes founders can’t necessarily predict who will embrace their product… that’s why it’s so important to stay flexible and open-minded! On TWiST, Alex and I are chatting with Francisco Cornejo of Familify, maker of the well-reviewed storytelling app Storybook app....
One Week Left: Apply for Impactful Graduate Internship
One week left to apply to our graduate internship program! I love working with our interns and they get to work on projects that directly impact the direction of our firm! https://lnkd.in/g6A7_phA
High‑Profit 3M‑User Portfolio Hits $1M Revenue
An amazing portfolios of apps just landed on @acquiredotcom > $1M TTM revenue > $595K TTM profit > 2.95M monthly active users Lean team, diversified revenue mix, and strong recurring base. Love rare portfolio listings like this: Check more here: https://t.co/iqotQkQkUE https://t.co/aAtqSU3dIs
Cofounder Breakups Kill Startups More than PMF
Startups die from cofounder breakups/tensions more often than not finding product market fit. We just blame PMF because "irreconcilable differences" sounds too much like divorce court jargon.
Celebrating a Near‑Miss Investment in Interface’s Vision
Congrats to Thomas Lee Young , Aaryan Mehta , and the whole Interface team on today's announcement! This is an investment that almost didn't happen - thankfully, a friend nudged me to meet with them before the round closed. I've...
AI Investment Drives Half of GDP Growth, Reversal Risks Recession
According to today’s WSJ, AI-related investment accounts for half of GDP growth. A reversal would risk recession. We can’t afford to go backwards.
Forge Slowly, Thrive as AI Automates Speed
“Move Fast and Break Things” vs “Move Slow and Forge Things” “Move fast and break things” was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then, all of...
Allocate 10% to a 30x Winner for 3x Fund
How do you create a 3x venture fund? For a smaller fund, in theory there are many ways, but most likely is: 1️⃣ Put 10% of your fund into your very best investment 2️⃣ It does 30x = 3x the whole...
Model Prices Expected Near Zero, Margins Become Irrelevant
" The margins are the least thing that I'm worried about. We're taking into consideration that the prices of models will go down to zero." @MS_BASE44 How do you think about model costs over time? Right to assume close to zero? @destraynor...
Spotlight on USV’s Star Entrepreneur and Portfolio Success
Great read about a fantastic entrepreneur and @usv portfolio company (also featuring @BradUSV)
Success No Longer Dependent on Silicon Valley Location
6. Why Base44 Is Helped & Not Hurt by Not Being in Silicon Valley Silicon Valley is no longer mandatory for building important companies or accessing opportunity. The war on talent is tough in Silicon Valley: If you don’t have deep pockets,...
Base44 Lets Anyone Build Products, Outpacing Cursor
5. How Does Base44 Beat Cursor in the End? I started Base44 for non-technical people: no API keys, no Supabase links… As models improve, even developers care less about editing files or seeing code. When you can build whole products inside Base44, most...
Tiny Carry, Massive Payout: VC Economics Explained
That new VC partner on your board? They might have say 5% carry in the fund Let's say you sell for an incredible $500,000,000 after 10 years. WOW! And the fund owns 15% The new partner then makes ... $750,000 $500m x 15% x...
Outdated Travel Policies Force Meetings Away From Tel Aviv
As I mentioned, we had to do our LP meeting in London because many firms' travel policies have not been updated to show how safe Tel Aviv is and we always want to see our partners in person. We appreciate...
Key Investable Themes Highlighted in Slide
This is a slide I showed last year as well. These are investable themes. /2 https://t.co/Ahu2RPdjuo
Sharing Select Slides: Israel vs UK Insights Unveiled
Every year, at our annual meeting with our LPs, I do a State of the Union. It is pretty wide ranging. It covers Geopolitics, VC, Investment Themes, Opportunities, State of Aleph and more. For years I have debated whether to share...
What It Takes for OpenAI to Reach $500B
A spicy thought experiment: What would OpenAI have to do to hit $500 billion in annual revenue within the next five years? https://t.co/jxxTIIIqgC https://t.co/blAVz6cHUP
AI Lowers Founder Bar, Sparks Career Reinvention
Aileen Lee 's in conversation with Reid Hoffman , Stacy Brown-Philpot , & Van Jones sharing prescient thoughts on how this AI revolution has lowered the bar for founder entry and career re-imagination. #MastersofScale
AI Music SaaS Hits $621K ARR, Profitable
This is the future of music right here. Live on @acquiredotcom: AI music creation SaaS that turns vocals and text into full songs with voice. > 3M+ users > $621K ARR > $559K TTM profit > 80% margins Bootstrapped and profitable. Full listing: https://t.co/Obvm9zKtc6 https://t.co/W1RRxUq9Oj
AI Boom Thrives, Business Models Still Uncertain
Everyone in AI feels the same tension right now, but this piece finally names it clearly. The tech is real. The progress is real. The spending is real. The business models aren’t. Not yet. This is the best breakdown I’ve...
Fresh, Focused AI Memory Beats Massive, Outdated Datasets
I know ‘memory’ is a big deal in AI — what I don’t know is how >much< of it you really need to have a great AI experience. The more I learn about how our own AI Agents work, the...
AI Startups Must Master Unit Economics to Survive
🔥 AI startups are burning cash faster than you think. You see Series A AI companies burning $500K/month on GPUs while showing zero profit margins. More users = more GPU usage = bigger losses. But the survivors won't have the...
Brace for a Major M&A Wave Within Six Months
Here’s why I say we’re going to see a “major M&A moment” in the next six months. There’s a business-friendly administration in the White House. (Everyone knows the President LOVES DEALS… he wrote a book about it.) $GOOG got off...
NVDA‑OpenAI Agreements Are Merely Non‑binding Letters of Intent
We’re reading the fine print on those $NVDA/@OpenAI “deals”… and they’re not EXACTLY deals. It turns out, at least according to Nvidia chief Jensen Huang, either company can essentially walk away at any time, and it’s more of an aspirational...
Purpose‑Driven Founders Outperform Fame‑Seeking Entrepreneurs
This is my single biggest disagreement with YC. Starting a startup to get famous, or to do better than those around you, or for vanity, or yes even just to get rich, is worse for society and worse for founders. It's...