Weekend Fund I Achieves 5x DPI, 14x TVPI
We just sent our largest distribution to Weekend Fund LPs to date. Fund I is now 5x DPI and 14x TVPI. Credit to the founders and team that made it possible (cue @VCBrags).
Farza's FOMO Magnet Drives Repeat Investment
“Farza drives a type of FOMO that makes you feel like he’s going to be successful with or without you, so you might as well join him for the ride.” That’s why we backed him again. https://t.co/7mQVdPEQ6X
Inbound Leads Up 5x, Cold Pitching Obsolete
RIP cold pitching. I’ve received 5x more inbound this year. It will 5x again by EOY. May build solution for this.
Late to Fred Again X Bangalter Set, Pure Amazement
I'm late to the Fred Again x Thomas Bangalter set. It's incredible. This guy's expression is perfect. https://t.co/AvYV62lIhn
Open-Ended Prompts Unleash AI’s Unexpected Solutions
When I was a junior product manager, I made the mistake of narrowly prescribing solutions to engineering. Similar dynamics exist working with AI. The smarter it gets, the more AI can fill in gaps and surface solutions you didn't think of. Specific prompts...
Hire an Advisor to Cold‑email VCs for Funding
The best way to raise a round is to hire an advisor to cold email VCs
AI Agents Redefine Human Roles Into Four Key Positions
It's wild how quickly company org structures are changing. Per @joannezchen, as AI/agents take on more of the work, humans will bucket into these four roles: 1. Chief accountability officers 2. Systems architects 3. Relationship experts 4. Validators https://t.co/4sAfyKadZS
Ibogaine Could Save Veterans, Despite U.S. Ban
Teared up watching In Waves and War last night. Every day ~20 vets commit suic*de. Heartbreaking. The doc showcases ibogaine’s massively positive benefits for three troubled navy seals. Unfortunately it’s illegal in the US but ketamine isn’t and has had similar...
Value‑add LP Era Emerging, but GPs Still Struggle Raising
New guest post on Signature Block this morning by @pavelprata. I want to believe we're entering the "the value-add LP era" but I'm skeptical when most GPs struggle to raise. Curious to hear more thoughts on this. Link to the piece below. https://t.co/TsXFYDrtqd
Daily Portfolio Monitoring Integrates Seamlessly with Existing CRM
Big update from @paradigmai. Here's a screenshot of it doing daily monitoring of new portfolio updates. You can connect it to your existing CRM (e.g. Airtable) so you don't need to replace your entire stack. https://t.co/0oLMHdOjDj
Spotting Winners: Hacker Mindset Meets Wall‑Running
Sometimes you meet a founder and instantly know they'll be successful. A pattern I look for: a hacker mindset + ability to run through walls. Thanks for including us (x3), @mohaknahta.
Early Bets Pay Off: Intercom Hits $400M ARR
Intercom was in a bad spot a few years ago. We invested well before that and didn't think we'd see a meaningful return. Now they're doing $400M ARR. @eoghan's message to SaaS incumbents: "I know how scary this time is. I want you...
Seed Pursues the New, Avoids Over‑Specializing in Trends
"Seed is not small venture. Its sole purpose is to navigate the new." This is one of the reasons why we've never over-indexed into any single category or trend. Our goal is to catch the "new".
Our Portfolio Is 80% B2B, Not Consumer.
Recent convo with a founder: "Weekend Fund primarily invests in consumer, right?" I've heard this before. I love weird consumer, but in reality 80% of our investments are B2B or prosumer. Examples: American Operator (big boring b2b), Certn (enterprise infra), Deel (fintech), Extropic (deeptech...
Entrepreneurial Mindset Now Essential for Venture Capital Success
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...