[HN Gopher] Everything I wish I had known about raising a seed r...
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       Everything I wish I had known about raising a seed round
        
       Author : mad
       Score  : 189 points
       Date   : 2022-10-11 04:58 UTC (2 days ago)
        
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       | davidhunter wrote:
       | For anyone reading this advice. The number 1 reason why Matt's
       | fundraising process went as well as it did is because he has a
       | world-class personal track record. This dwarfs all other reasons
       | by a long way. Quite frankly Matt would have been able to raise
       | with complete air (assuming that his cofounders have similar
       | personal track records).
       | 
       | That's not to take anything away from Matt. He's clearly an
       | accomplished individual and his advice is still sound. But he
       | hasn't included the glaringly obvious reason why he got funded -
       | he was a professor in CS at Harvard and has had a string of
       | prestigious roles in industry.
        
         | zcombynator wrote:
         | Growth is the most convincing metric. If you have growth, you
         | will get funding. So how to get growth? Build something users
         | want/like. How to know what they want/like? Talk to them.
         | Build. Talk. Build. Talk.
        
           | mbesto wrote:
           | Sure, but this isn't mutually exclusive.
        
         | clpm4j wrote:
         | If there's an actual business, then the VCs will evaluate and
         | choose whether to bet on that. If there's no business, then the
         | VCs will evaluate the founders and choose whether to bet on
         | them. A real (successful) business AND extremely impressive
         | founders don't have to reach out to VCs because they're already
         | beating a path towards them.
        
         | bcantrill wrote:
         | Absolutely agreed -- without knowing the specifics of the idea,
         | this is the world's easiest raise. I'll add a few other
         | tailwind factors here:
         | 
         | 1. He didn't raise that much money. I know this sounds obscene
         | (isn't $5M a _lot_ of money?!), but to a VC, this is a small
         | bet. In particular: this is a bet small enough that a single VC
         | can just... do it -- they don 't need the firm to buy in. (Or
         | that buy-in is perfunctory.)
         | 
         | 2. He's not a solo founder -- and his founders have startup
         | experience. This _might_ be a push, but if one of his co-
         | founders was a previous startup founder _and_ that company had
         | a successful exit, that co-founder can raise on literally
         | anything -- especially from the VC for whom they made money.
         | 
         | 3. This sector is still hot. We don't know much about what he's
         | making, but "it relies heavily on AI" (and, um, it's the TLD),
         | which -- unlike web3 -- has remained (for the moment, anyway)
         | white-hot.
         | 
         | 4. The environment is (paradoxically!) great for this kind of
         | startup. I know this sounds absurd because the environment has
         | gotten worse (and he's certainly right that the valuation would
         | have been higher a few months ago!), but because we are coming
         | off of _very_ frothy times, there is tons of dry powder out
         | there: VC firms have raised massive funds, many of them
         | targeting early stage (Seed /Series A). Those firms _have_ to
         | put that capital to use, and the ones that are queasiest about
         | the macro prospects (for good reason!) want to go as early as
         | they possibly can (i.e., first capital in) because that gives
         | the macro factors the longest possible time to sort themselves
         | out.
         | 
         | 5. They have deal heat. In part because they have all of these
         | other tailwinds, they got a additional huge tailwind in that
         | multiple firms are vying for a deal. This is every
         | entrepreneur's fantasy, and it results in the kind of behavior
         | he sees: VCs absolutely tripping over themselves to be helpful.
         | This is absolutely the exception, and highlights just how much
         | all these other factors have lined up.
         | 
         | The title of this piece is what he wishes he had known, but
         | it's not really clear what the true lessons are. That it's
         | easier if you've actually built something? That your pitch deck
         | gets around? Perhaps fixie.ai will just live a charmed life
         | where everything is easy (and hey, more power to them), but if
         | they are like most, the blog entry to read will be the one two
         | to three years from now: "What I wish I had known about how
         | hard a Series A is relative to a Seed."
        
           | gumby wrote:
           | > The title of this piece is what he wishes he had known, but
           | it's not really clear what the true lessons are.
           | 
           | he restates the lesson at the end: he thought that raising
           | money would be like a grant submission, not realizing that it
           | would be more collaborative (after all you're gonna have the
           | investors along for a while, unlike a grant agency).
           | 
           | There were a few other small lessons too (e.g. your deck will
           | be passed around, which used to be a no-no in the "old days")
        
             | bcantrill wrote:
             | I am shocked -- shocked! -- that our deck is being passed
             | around. ;)
             | 
             | Given that they _did_ have deal heat, I would love to know
             | what they actually did for round composition and how they
             | made that decision -- especially if it was on something
             | deeper than firm prestige or valuation.
        
               | gumby wrote:
               | > I am shocked -- shocked! -- that our deck is being
               | passed around. ;)
               | 
               | Often there is important insight and market detail in a
               | deck, especially first-financing deck, that could help a
               | fast follower, so you wouldn't want it shared widely.
               | 
               | But in the end there's a big, big difference between idea
               | an execution, and if a fast follower could get it from a
               | deck, perhaps there isn't much differentiation in what
               | you do.
               | 
               | Decades ago I was advised to act as if any competitor had
               | full access to our internal systems (payroll #s,
               | marketing plans, the works) and assume that prospects and
               | customers not only don't know anything about what we do
               | but also that they could not care less. I've taken this
               | to heart.
        
               | gumby wrote:
               | > round composition
               | 
               | For my current company (self-funded for the past year,
               | raising about the same size seed round now) I have a goal
               | of 1/3 strategic partner, 1/3 customer, 1/3 professional
               | investor. But I know if I get a professional investor(s)
               | to cover more than 1/3, or all of the round I'll just
               | take it and move on to the next task. Fundraising always
               | takes too long and is too distracting to try to optimize
               | on this scale at this point in time.
               | 
               | A strategic investor is extremely rare at the seed stage,
               | and for many of the reasons that it is rare, it usually a
               | problem when you do it. Our plan is a very special
               | case...but still it's unlikely, despite expressed
               | interest.
        
         | jiveturkey wrote:
         | > number 1 reason [...] a world-class personal track record.
         | 
         | > That's not to take anything away from Matt.
         | 
         | Why would that take anything away from Matt? That's tremendous.
         | 
         | Anyway I'd disagree. The number 1 factor is luck. I like this
         | video https://www.youtube.com/watch?v=3LopI4YeC4I but there are
         | plenty like it. Luck accumulates/aggregates/concentrates. I
         | don't know if they cover it that way in that video.
        
         | Kiro wrote:
         | Matt was even portrayed in The Social Network.
        
         | ilrwbwrkhv wrote:
         | Yes and he was also part of the boys club by knowing a bunch of
         | VCs. Who you know is more important than what you are building
         | in the modern game of venture capital.
        
           | Swizec wrote:
           | > Who you know is more important
           | 
           | Networking is all about who knows you, not who _you_ know.
        
             | ksec wrote:
             | >Networking is all about who knows you, not who you know.
             | 
             | Need to steal that.
             | 
             | And is this a reason why Twitter, Social Media, and self
             | branding on the internet are so important? Since it is all
             | who _knows_ you?
        
               | Swizec wrote:
               | Yes and the luck surface area.
               | 
               | Your amount-of-luck is the surface area of a rectangle. A
               | side is the interestingness of what you do, B side is how
               | many know about it. The bigger the rectangle, the more
               | opportunities you get.
               | 
               | https://swizec.com/blog/your-luck-and-opportunity-
               | surface-ar...
               | 
               | This is how you get opportunities when you aren't even in
               | the room. Someone says _"Oh yeah I know <ksec>, they're
               | doing cool things X in the area you just mentioned an
               | interest in"_. Or _"Oh yeah for problem Y, you should
               | ping <ksec>, they're the expert"_
        
               | AlchemistCamp wrote:
               | Missing credit to the original creator of both the term
               | "luck surface area" and the chart:
               | https://www.codusoperandi.com/posts/increasing-your-luck-
               | sur...
               | 
               | The idea was also expanded upon by one of his friends in
               | a mental models book here:
               | https://www.amazon.com/gp/product/0525533583/
        
               | ksec wrote:
               | Thank You. Swizec and AlchemistCamp. Will have to find
               | time to read it all.
        
               | yeasurebut wrote:
        
             | scarface74 wrote:
             | It's also about "pattern matching"....
             | 
             | https://www.holloway.com/g/venture-
             | capital/sections/pattern-...
             | 
             | https://www.adamantventures.com/blog-post/the-problem-
             | with-p...
        
         | smackeyacky wrote:
         | That and "being able to call up a few VC friends of mine" also
         | means he is a lot better connected than 99% of startup
         | founders. This just reinforces the idea that raising VC is more
         | about your background than it is about your ideas or ability to
         | execute.
        
           | vecter wrote:
           | > This just reinforces the idea that raising VC is more about
           | your background than it is about your ideas or ability to
           | execute.
           | 
           | At the seed or pre-seed stage that Matt was at, what else
           | would it based on? If you have no product or barely an MVP,
           | you're almost certainly not near product-market fit and you
           | probably have close to zero traction. As an investor, you
           | have practically no signal to go off of at that point.
           | 
           | Ideas aren't worth much at that stage, so ability to execute
           | is key. And given that there's been so little done, the best
           | signal for someone's ability to execute should be their
           | background.
        
           | [deleted]
        
           | spoonjim wrote:
           | If you are a former Harvard CS professor and engineering
           | director at Google then you don't need to know any VCs. They
           | will take your call.
        
           | threeseed wrote:
           | You don't need to worry about this because VCs on Twitter
           | have said many times that they are happy to accept cold
           | emails and DMs.
           | 
           | Of course from recent experience they don't actually respond
           | so there's that.
        
         | danr4 wrote:
         | Absolutely true. I'll add that THREE paragraphs start with
         | "calling my VC friends", which factors in heavily on how "easy"
         | it was to raise.
        
           | FranksTV wrote:
           | This is some "the rest of the owl" material for sure.
        
             | davidhunter wrote:
             | How to raise a seed round:
             | 
             | 1. Become a professor in CS at Harvard. Achieve big career
             | successes in prestigious technology companies. Build a
             | network of SV founders and VCs.
             | 
             | 2. Raise the f*king seed round.
        
             | peyton wrote:
             | It should hopefully be obvious that you should befriend
             | rich people if you think you will need access to capital in
             | the future.
        
           | champagnepapi wrote:
           | yeah I don't really have any VC friends :( nor a prestigious
           | pedigree :(
           | 
           | Guessing both are big factors in how easy it is to raise
           | funds as a first time founder.
        
         | baxtr wrote:
         | He is Ex-Google and Ex-Apple... so I guess it's way easier for
         | him to raise than for other people.
        
         | mdwelsh wrote:
         | OP here. Thanks for the kind words. I certainly didn't feel
         | like this was an easy raise, but then again it's the only time
         | I've done this and my comparison points were other first-time
         | founders who raised 2x what we did with less than we had done.
         | Yes, these are all pretty senior, well-established folks, not
         | kids straight out of college.
         | 
         | The main point of my article was the surprise around the extent
         | of the VC network and the helpful interactions with them.
         | Before going through this process, VC was a black box to me.
         | Now, a lot less so.
         | 
         | A few folks below have pointed out that I must have had an
         | extensive VC network to draw on. Not quite. I knew 3-4 VCs
         | casually from having worked at a couple of other startups. None
         | of them invested in us by the way. It certainly didn't hurt to
         | get their advice. Now, of course, I have a rolodex full of
         | dozens I could potentially call up at some point, which is
         | useful. I can see how founders who have done it before likely
         | find it a lot easier to get the ball (and the checks) rolling.
        
           | ipaddr wrote:
           | When you said:
           | 
           | "my first stop was to call up some VC friends of mine"
           | 
           | I wasn't surprised you were funded without a product not
           | knowing your history and current role.
        
         | spaceman_2020 wrote:
         | I was trying to gauge some interest for a seed round as well a
         | few months back. For someone with my background, most investors
         | want to see a prototype with some users, at the very least.
         | 
         | It's actually worked out better for me since it's made me
         | realize that I don't need that much funding that soon. Working
         | on the prototype and getting some users has also given me far
         | more clarity about the product and customer acquisition
         | strategy.
        
         | spoonjim wrote:
         | LOL exactly. A Harvard CS professor who had also worked in
         | industry wouldn't even need to share the deck or idea to raise
         | $5m. John Carmack just raised $20m for his AGI startup and
         | doubt he had to share any plans or decks either, and guarantee
         | you that Carmack was oversubscribed.
        
       | silverlake wrote:
       | I raised a few $M with just 10 slides during the VC frenzy last
       | year. I agree with the post but I view this from a social angle.
       | The entire VC industry is driven by BullShit. VCs raise money
       | from LPs (pensions, rich people) by claiming they have deal flow
       | (they can get into the next big thing) and an "investing thesis"
       | (some BS about the future, usually a bombastic spin on a current
       | fad). VCs are finance bros that believe their own BS.
       | 
       | Your pitch should fit the current investing zeitgeist. If you
       | pitch some oddball idea then you need to move your audience from
       | 0 to 100% in 1 hr. If you pitch "AI generated metaverse for
       | basketweaving" then the background hype has sold half your story.
       | But also, VCs need other VCs to co-invest. They need to explain
       | this investment to their LPs. It's easier to pitch AI nonsense
       | than something truly novel.
       | 
       | Every VC wants to see Matt's pitch because he's got a great
       | resume. VCs don't invest alone, so they will pass the deck around
       | to their VC network. But it's also sharing deal flow: I send you
       | this, please send me the decks you've got.
       | 
       | VCs like to keep their options open. Even if they hate your idea,
       | if A16Z invests then they'll want to get back in. Or if you
       | succeed then they'll want to get into the next round. I had a VC
       | offer a very low valuation. When I got 10X more elsewhere, they
       | called back that they wanted in. The numbers are all BS:
       | valuations, seed size, etc. Remember, their goal is to invest as
       | cheaply as possible. Your goal is to sell as little of your
       | company as possible.
       | 
       | Strangely, BS artists love other BS artists. Adam Neumann is a
       | God-tier bullshit messiah with sociopathic self-confidence. It's
       | no wonder that he raised billions after the self-dealing disaster
       | at WeWork. Matt is right: confidence is insanely important. Your
       | company is a $1T opportunity that will change the course of
       | humanity. (In fact, outrageous confidence is important
       | everywhere. Humans are just really gullible fools.)
        
       | FL33TW00D wrote:
       | This tweet from Roon applies:
       | https://twitter.com/tszzl/status/1573564546052067328
        
       | 0898 wrote:
       | How much equity do you typically give up in a seed round?
        
         | Sammyadems1 wrote:
         | The bigger question is how much equity do give up for 5mm when
         | you have nothing but an idea?
         | 
         | I don't get it..
        
         | axg11 wrote:
         | Typically 10-20% but the correct answer to this question is "it
         | varies".
        
       | tnolet wrote:
       | This post is all true. One caveat (which is mentioned in the
       | post): this person has multiple VC's in his network and knows
       | multiple founders who have raised on nothing but a deck.
       | 
       | Many, many, many future founders are not as lucky.
       | 
       | So, I guess rule -1 is: get to know VC's, Angels and other
       | previously funded founders.
        
         | pas wrote:
         | Oh yeah, that Figma post all again. 0 to 5M in 3 months, and
         | "how much prep do I need" ... ahaha.
         | 
         | Less "lucky" teams (eg. the other 99.9%) spend more time and
         | end up with not even a million Schrute bucks.
         | 
         | Of course there's also a 0.00..1% that is really lucky, finds
         | something at the right time, with the right framing/context.
         | 
         | All true, but somehow still very different.
        
         | haasted wrote:
         | Yeah, reading the sentence _" Before starting the fundraising
         | process, my first stop was to call up some VC friends of mine
         | and ask them how to get things going"_ made me roll my eyes.
         | 
         | Rest of the article is interesting, though.
        
           | sirspacey wrote:
           | Why?
           | 
           | Making friends with VCs before soliciting them for money is a
           | smart move.
        
             | Centigonal wrote:
             | yes, but Matt Welsh has yet to write the _Everything I Wish
             | I Had Known About Making Friends with VCs_ companion
             | article.
        
       | indymike wrote:
       | If you are in a flyover state, learn about venture tax credits
       | and other startup investment incentives. You can often get
       | investors a state tax credit that is up to 25% of the amount they
       | invest. For angels, this is basically a 25% discount on their
       | investment, and substantially reduces financial risk. Also, at
       | least until you take in institutional money, being an LLC can
       | unlock loss cary-forwards for your investors.
        
         | uranium wrote:
         | +1 this helps even if your angels are out of state. At least in
         | Kansas, they can sell the tax credit to someone in-state for
         | maybe 80% of its face value.
        
       | api wrote:
       | A few things I've learned:
       | 
       | 1. SAFEs are convenient if everyone is amenable, but be careful
       | about having SAFEs sitting around too long or with different
       | terms. They're like the Mogwai in the Gremlins films. They're
       | kind and cuddly unless you feed them after midnight or get them
       | wet.
       | 
       | 2. Stay in touch with your angels even if they don't initiate.
       | It'll help in tons of ways and they can interpret lack of contact
       | as a sign that you're dying and that they shouldn't think about
       | you anymore. This isn't good.
       | 
       | 3. Be careful about any terms (e.g. in side letters) that might
       | allow someone to stand in the way of a priced round in the
       | future. Even if someone doesn't use them to play hardball for
       | terms (they can), it might make things inconvenient and add
       | dangerous delays.
       | 
       | 4. Have a lawyer look things over BEFORE you get into priced
       | round negotiations with VCs or you might end up dragging the
       | process out and risking losing the deal because the lawyers find
       | a problem that needs fixing.
       | 
       | 5. If you use standard/canned documents, check (3).
       | 
       | Generally all this boils down to: keep terms simple and universal
       | as much as possible, be communicative, and don't let things sit
       | too long.
       | 
       | It's possible to do a priced round without a lead if you have
       | SAFEs/notes sitting around too long. You can use standard
       | documents to minimize legal. It may be necessary to clean up your
       | cap table.
        
         | elcomet wrote:
         | > 1. SAFEs are convenient if everyone is amenable, but be
         | careful about having SAFEs sitting around too long or with
         | different terms. They're like the Mogwai in the Gremlins films.
         | They're kind and cuddly unless you feed them after midnight or
         | get them wet.
         | 
         | Your analogy is funny but you don't actually explain why SAFEs
         | are dangerous, could you develop?
        
           | api wrote:
           | If you have SAFEs with different terms the calculations for
           | your cap table can become onerous and complicated and
           | confusing.
           | 
           | If things get confusing some SAFE holders might feel like
           | they're getting a worse deal than others, which can cause
           | acrimony on your investor team.
           | 
           | If they sit around too long the risk of these things
           | increases. SAFEs are so easy someone can offer to invest and
           | you say yes and BAM you sign one... without bothering to
           | carefully look over all previous SAFEs etc. and make sure
           | terms are in line with expectations. They're almost too easy
           | to execute.
           | 
           | My analogy came from the fact that if you have these problems
           | you can get a complexity explosion during the next priced
           | round.
           | 
           | KISS (Keep It Simple Stupid) is really the TL;DR.
        
             | aliyeysides wrote:
             | Isn't this really an issue with SAFEs that have pre-money
             | terms? Genuinely asking bc idk. I thought post-money SAFEs
             | kinda solved for this. Less favorable for the founder, but
             | far less complex when dealing with multiple investors.
        
               | gumby wrote:
               | No, both get their pain from different discount rates.
               | 
               | I was sorry when SAFEs switched to post money -- it was a
               | power play for the investors.
        
       | iovrthoughtthis wrote:
       | "Before starting the fundraising process, my first stop was to
       | call up some VC friends of mine and ask them how to get things
       | going."
       | 
       | ah, so it is
        
       | lucidlive wrote:
       | This article is not useful for a typical entrepreneur. Most work
       | for many years with little chance of raising capital. This guy
       | makes it sound like all you need is some experience and a good
       | idea. And now he's writing a "all I learned" article about his
       | past 3 months. Give me a break. (And no offence OP but I do feel
       | it sounds out of touch)
        
       | steve76 wrote:
        
       | keeptrying wrote:
       | He got funded because: He was a Prof CS at Harvard.
       | 
       | He did hit on the most imp point: be confident in your pitch.
       | 
       | Like 200% more confident than you are about anything.
       | 
       | I can't overemphasize this. This is more important than anything
       | else.
        
       | uptownfunk wrote:
       | Seems like the author here had a much easier time than most
       | people I know who have had to fund raise..
       | 
       | is it really that easy?
        
       | ageitgey wrote:
       | My experience is that timing is a huge element. VC groups have
       | teams that specialize in certain areas (biotech, hospitality,
       | crypto, whatever), but those specialties change over time as the
       | business landscape changes.
       | 
       | If your pitch lands in the sweet spot of the kinds of things they
       | are looking to fund right now (and you can back it up with
       | experience/traction/team quality/whatever), you will have a
       | relatively easy time raising money. If your idea is good but the
       | timing isn't right for the VC market and they don't have people
       | that understand your idea, you will have a very hard time raising
       | money.
       | 
       | Likewise, different VCs are experts in different areas (even
       | between big name firms). We met VCs who knew our market extremely
       | well and had a very deep network in our specific niche. We also
       | met VCs where we had to explain the basic premise of our market
       | from zero. Do some research to find the VCs that work in the
       | niche you work to have the best chance of not only raising money
       | quickly, but getting access to a network of people who can
       | actually be beneficial to your company.
        
       | wizwit999 wrote:
       | Asking your VCs if you should do YC is a funny conflict of
       | interest, of course they're gonna say no.
        
       | manv1 wrote:
       | One interesting thing I learned from my previous startup is that
       | when you're raising, you need to find investors that understand
       | your market.
       | 
       | The more niche the market, the more difficult it'll be for you to
       | find an investor. But when you find that investor the likelihood
       | of them investing will be higher.
       | 
       | Why is that? Because if you have to educate your VC as to what
       | you're doing, you've lost.
       | 
       | Let's say I'm building an AI that helps agencies set pricing for
       | their ad inventory. Ideally I would want a VC that understands
       | adtech, because they already understand the problems in that
       | field (at some level) and how big it us.
       | 
       | I don't have to explain how much of a fucking pain in the ass it
       | is to manage all the line items, creatives, placements, and
       | pricing rules. Someone who wasn't in adtech would be like
       | "google's GAM does that for you." Uh, not really.
       | 
       | A VC in adtech would be all "here's my money and a LOC."
       | 
       | And, the VC will be able to help you with some client
       | introductions, so you can get more customers.
       | 
       | That said, my business co-founder couldn't sell water to a man in
       | the desert, so we crashed and burned. Live and learn.
        
       | thecupisblue wrote:
       | Looking at this as a founder thats currently raising a seed round
       | (or pre-seed, tho as I understand, same position as OP) in Europe
       | with an MVP.
       | 
       | Some parts ring true, as in VC's you never heard of contacting
       | you on LinkedIn, sharing decks between their contacts and keeping
       | in touch to build a relationship. The part about common pitch
       | deck advice being geared towards live pitches especially - we
       | haven't done a single pitch with a deck live. If it was a live
       | meeting, they've already seen the deck or we've done a short
       | pitch over zoom already. The "stand in a meeting room and pitch
       | to VC's" thing is mostly a myth nowadays.
       | 
       | But a 5 million raise without even having a product just sounds
       | insane. We've been offered 50-100k offers due to our team and
       | product, but rarely anyone wants to invest more than that in a
       | pre-revenue/pre-launch startup. And if they do, they would do it
       | in tranches and by the time they would invest 500k we'd be giving
       | them more than 20% equity.
       | 
       | The difference in valuations is just insane, with even VCs
       | straight-up telling us that if we were raising in US we'd be
       | offered 5-10x more than here.
       | 
       | Honestly, this whole ride makes me think I should just get a job
       | at a US startup and use the cost of living difference to pay devs
       | out of my own salary.
        
         | CalRobert wrote:
         | I'll ask - what's your startup? As an American living in Europe
         | who really doesn't want to move back this is disheartening to
         | say the least. Moving here did basically mean taking a
         | sledgehammer to my career, admittedly.
        
           | thecupisblue wrote:
           | Check the link in bio!
           | 
           | In a way it is, the more you know about the US tech scene -
           | the more it feels like you're handicapped in Europe -
           | especially if you're not living in a tech hub.
        
         | baxtr wrote:
         | Two questions: have you considered raising in the US? It's
         | gotten easier with the pandemic
         | 
         | And: re new pitch decks. Is there a good template for the new
         | type of pitches?
        
           | thecupisblue wrote:
           | 1. Not really, since we don't have enough connections in the
           | US to make relevant warm intros to the VC's.
           | 
           | 2. Also, not really - we did the YC style one but had to
           | explain a lot more in the slides, which means adding more
           | pages and more tradeoffs in what's important/what's not. Also
           | influences the design a lot, since you can't just do the
           | "pretty minimal slides" presentation. If you are used to
           | speaking at conferences/meetups/companies, this will probably
           | throw you off guard since you have to completely switch-up
           | your style.
        
         | syedkarim wrote:
         | >>with even VCs straight-up telling us that if we were raising
         | in US we'd be offered 5-10x more than here
         | 
         | Serious question: Then why even remotely bother raising from
         | European VCs? Doing so is clearly not in your best interest. Is
         | it a matter of pride?
        
           | thecupisblue wrote:
           | Not many of them are willing to invest in EU startups at
           | early stage - a lot explicitly say they invest in NA only,
           | and I assume a lot of them just don't want the legal
           | difficulties - also it's much harder to get warm intros to US
           | investors if most of your network is based in Europe, and
           | logistics to do a in-person meeting are way harder if
           | somebody is on the other side of the world.
        
             | pyb wrote:
             | Even if the company is incorporated in Delaware ?
        
           | davidhunter wrote:
           | Very few US VCs will/can invest in non-US companies at the
           | seed stage.
        
             | baxtr wrote:
             | What does non-US mean? European Founders could register a
             | Delaware company. Is that good enough?
        
               | gumby wrote:
               | Partially. By investing in a delaware corp they know the
               | law that will apply, and the tax code.
               | 
               | However if you're far away it's harder to keep up with
               | what's going on with your company and many will not want
               | to deal with that.
        
               | ido wrote:
               | How much harder is it for an SFBA investor to keep up
               | with what's going on in a Berlin or London startup vs,
               | say, an Atlanta or Miami startup? As long as you need to
               | board a flight to get there isn't it more or less the
               | same, whether that's a 4 hours flight or an 8 hour
               | flight?
        
           | AlunAlun wrote:
           | Serious answers (from someone who just raised EUR10M from
           | European VCs for a pre-revenue, pre-launch company):
           | 
           | 1) While US investors can and will invest in Europe, they are
           | more likely to do so at a later stage.
           | 
           | 2) Not everybody wants to move to the US on a pipedream,
           | particularly those with family, kids, and roots on this side
           | of the Atlantic. Again, at later stages, when there is more
           | stability to the company, this can change.
           | 
           | 3) the lower cost of operations in most of Europe partially
           | makes up for the lower amount you raise - our monthly
           | personnel cost is a fraction of what it would be in the bay
           | area. And again, as you grow, and need to hire really senior
           | experienced talent, this changes.
           | 
           | 4) there _is_ early stage money in Europe. Maybe you don't
           | raise 5M with a PowerPoint, but you can raise. There is also
           | a vibrant startup scene with several hubs (Berlin, London,
           | Barcelona). Though I will admit, it's not as crazy as Silicon
           | Valley where everyone I meet seems to have a crazy startup
           | idea.
           | 
           | The biggest downside I see is that, as a European founder,
           | you likely have to go through one if not two pre-seed rounds
           | before you can raise 'decent' money, which dilutes you and
           | puts you at a disadvantage for when you eventually move to
           | the US (which you probably will do at some point, at least in
           | terms of incorporation).
           | 
           | Yet, despite knowing this, I'm not sure I would have done
           | that much different in my journey so far.
        
         | moreira wrote:
         | > Honestly, this whole ride makes me think I should just get a
         | job at a US startup and use the cost of living difference to
         | pay devs out of my own salary.
         | 
         | I know this was an off-hand remark that you're probably not
         | thinking much about, but you're absolutely right, and it might
         | be worth seriously considering it. Moving to the US is probably
         | the single biggest improvement you can make to your career and
         | opportunity options. You will never have as much opportunity in
         | Europe as you will in the US, not in the tech world. You might
         | be able to eke out some success in Europe, but it'll pale in
         | comparison to what you could've achieved in the US.
        
           | thecupisblue wrote:
           | Oh it's not just an off-hand remark, been thinking a lot
           | lately, especially the closer we are to closing a round the
           | more it's on my mind.
           | 
           | I know that career-wise I'd have more opportunity in US, but
           | besides that, not much attracts me there - quality of life is
           | way better here. Especially if I can work remotely for a US
           | based company and use 50% of my salary to hire at least 2-3
           | developers locally to work on my product. The difference in
           | salaries and cost of living is huge.
        
             | influx wrote:
             | Be careful, US companies usually have you sign IP contracts
             | and do not approve of moonlighting.
             | 
             | They could well try to claim stake or ownership on your
             | company, even if they lost, the distraction and money it
             | would cost to defend probably aren't worth it.
        
               | helloworld11 wrote:
               | How the hell can they justify this habit of telling a
               | developer what they can and can't work on in their own
               | time, or making any claim to it afterwards just because
               | someone worked at company X during the same time they
               | made side project Y? The whole tendency seems grossly
               | onerous and unjustifiable to me.
        
               | metadat wrote:
               | This is precisely it, you get it.
        
               | dottedmag wrote:
               | If they hire as a contractor, then it's easy to say no to
               | these clauses. If they hire through a local subsidiary
               | then these clauses are against the law in much of the
               | Europe.
        
               | gumby wrote:
               | > They could well try to claim stake or ownership on your
               | company...
               | 
               | Note that not only is this not legal in California (but
               | is in others -- Texas is particuarly notorios) but any
               | employment agreement in California must specifically
               | include a copy of the relevant section of law so that the
               | employee is a aware of their rights. But don't use any of
               | the employer's property (e.g. computer, IP) or do it when
               | you are supposedly working: in that case the law does not
               | apply and the employer does get the rights.
        
         | ryanSrich wrote:
         | This is 100% a symptom of not being in the US. Seed stage VC
         | might as well not even exist in Europe. It's so risk averse
         | that it's something else. It's not VC.
         | 
         | In the US, you can raise money ($1m+) with just an idea if you
         | have some combination of the following (often times just one of
         | these is enough)...
         | 
         | - you have some traction in the form of pre-signed customers
         | 
         | - you have previously had startups success (multiple rounds, an
         | exit, etc.)
         | 
         | - you are a master networker with a very large Twitter/LinkedIn
         | following
         | 
         | - you are well known within your circle of expertise. Could be
         | that you run a large newsletter, or podcast, or blog
         | 
         | - you know VCs personally, and are close enough with them that
         | they're willing to take on some risk with you
         | 
         | - you have a world class team of co-founders. Could be someone
         | that built something open source, or lead some large branch of
         | a FAANG company (I've seen former AWS employees raise on the
         | simple fact that they worked for AWS)
         | 
         | - you went to a prestigious university like Harvard or
         | Stanford. Many VCs attended these universities and are more
         | willing to work with you in these cases (as much as people
         | don't want to believe this it's true)
         | 
         | There are probably dozens of other scenarios and combinations
         | of scenarios that would allow you to raise with just an idea.
         | But it's 100% possible (I've done it).
        
       | blobbers wrote:
       | I wish I knew more about the company, perhaps even a slide deck.
       | It might make some of the ideas easier to connect with!
       | 
       | Anyone have a link to the deck?
        
       | nakedrobot2 wrote:
       | Sorry but is this a f*ing satire article? Ex-google ex-apple guy
       | calls up his VC friends to ask how to raise a $5M (!!!!) seed
       | round?
       | 
       | For god's sake. It's something straight out of the Silicon Valley
       | TV series.
        
         | jiveturkey wrote:
         | it's just standard SEO fare. don't read too much into it.
        
         | intelVISA wrote:
         | Hard to tell with venture capital
        
       | exhibitapp wrote:
        
       | aliqot wrote:
       | Might be a very unpopular opinion here, but the overall attitude
       | I'm seeing IRL these days is favoring bootstrapping. I asked why
       | and was told essentially suits provide a very specific and
       | targeted value with limited application outside of those areas.
       | It's no longer an accelerator for an exit, it's someone buying
       | the position of your employer and the choices are no longer yours
       | to make. I can see that.
        
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