[HN Gopher] They thought they were joining an accelerator - inst...
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       They thought they were joining an accelerator - instead they lost
       their startups
        
       Author : e2e4
       Score  : 72 points
       Date   : 2024-05-02 21:24 UTC (1 hours ago)
        
 (HTM) web link (techcrunch.com)
 (TXT) w3m dump (techcrunch.com)
        
       | _cs2017_ wrote:
       | This article is absolute trash since it doesn't explain how the
       | bankruptcy of the accelerator would change the amount of dilution
       | the startups experience.
       | 
       | Taking the information in the article at face value, the startups
       | paid the accelerator (partially) with warrants. Those warrants
       | have a fixed exercise price; the courts cannot change that.
       | Whether those warrants are exercised by the accelerator or by the
       | creditors, the dilution will be exactly the same. This is not at
       | all affected by whether creditors bought the warrants for penny
       | on the dollar or for a billion dollars.
       | 
       | Maybe there's some reason why warrant owner matters. But the
       | article makes no attempt to state or even hint at such a reason.
       | 
       | I wish there was a way to blacklist domains from showing up on my
       | Hacker News feed so I don't have to keep reading this type of
       | junk journalism.
        
         | hn_throwaway_99 wrote:
         | Why the diatribe?
         | 
         | > Maybe there's some reason why warrant owner matters.
         | 
         | It's a well understood fact by anyone in the startup world that
         | it _does_ matter, because future investors or acquirers care
         | deeply about the structure of your cap table. Furthermore, the
         | article gives an explicit example of this:
         | 
         | > She had lined up a grant from a bank to help fund her offer,
         | but it ultimately told her no because it was too risky for them
         | to be involved with an unknown warrant holder on her cap table.
        
           | sroussey wrote:
           | That paragraph makes no sense.
           | 
           | A bank is offering her a grant?
           | 
           | And this grant was supposed to remove the warrant holder from
           | the cap table, so why would they have a problem with that?
           | 
           | And having some unknown warrant holder is the reason to shut
           | down?
           | 
           | I call BS.
        
           | bbarnett wrote:
           | Read your comment and parent. The quote from the article
           | doesn't explain why the warrant owner matters, and you
           | suggest the cap table structure does, which makes sense.
           | 
           | However, the structure has nothing to do with ownership of
           | parts of that structure. Why would warrant ownership matter?
        
             | llamaimperative wrote:
             | Because as an investor in a company, you don't want that
             | company's founders constantly distracted by a piece of shit
             | investor who has a massive stake in their company.
             | 
             | Pretty straightforward.
             | 
             | Investors can create tons of havoc, and "bought equity from
             | a bargain bin outside of a bonfire" is probably as good a
             | warning sign as any.
        
       | binbag wrote:
       | Terrifying.
        
       | hn_throwaway_99 wrote:
       | What a psychopath.
       | 
       | To anyone who may be in this kind of situation, _trust your
       | instincts and leave_. It will not get better. You will find
       | other, better opportunities elsewhere. Best lesson I ever learned
       | was from a high level exec that had just started at the company
       | where I worked. He quit in 2 weeks. Impressively, he did it
       | without drama or really even causing bad will - he just told the
       | CEO it wasn 't a match, and that the longer he stayed the more
       | detrimental it would be to both himself and the company. I wish I
       | had followed his lead - I was too worried about what it would
       | look like to leave a company so soon after joining.
        
         | paulryanrogers wrote:
         | What was the truth? Really just bad fits or something more
         | sinister?
        
         | dylan604 wrote:
         | I once worked at a place where an employee started their first
         | day at the start of the shift. They mumbled their way through
         | it to lunch where they never returned. That's the shortest I've
         | personally seen. Absolutely not a c-suite role or anything
         | management related though.
        
         | kcartlidge wrote:
         | Years ago I took a dev role at a very well known UK
         | organisation, a prestigious brand supposedly good for the
         | career. Their systems turned out to be smoke and mirrors of the
         | most braindead kind. One and a half days in I'd seen enough and
         | I quit. If you know, you know.
        
         | blueboo wrote:
         | the stupendous risk taken on by founders confounds instincts,
         | and we're already filtering to folks who have resorted to
         | taking money from third- or fourth-tier options
        
       | iamleppert wrote:
       | Add TechStars to the list of accelerators to be avoided at all
       | costs. They make an investment in your company on terms they can
       | claw back the money at any time. Most of these accelerators
       | provide little to no value, in my experience. Unless you need to
       | know what "product market fit" means. Hilarious.
        
       | CPLX wrote:
       | What a fucking mess.
       | 
       | I got tons and tons of outreach from these guys for my company.
       | It was pretty well written didn't come off as overtly scammy
       | unless you already know to run screaming from an accelerator or
       | any other "investor" that wants you to give _them_ money up
       | front.
        
         | emodendroket wrote:
         | If you don't know that what are you doing trying to run a
         | business?
        
       | ldjkfkdsjnv wrote:
       | A popular venture studio based out of NYC is like this. They take
       | 60% of the equity from the start, and provide 1M in capital
       | (which is decent amount). The narrative is that they provide
       | significant guidance, follow on capital, etc. But in reality,
       | none of their guidance or follow on capital comes through. For a
       | first time founder its okay for a year, any longer and its really
       | a financial disaster versus just working your way up the
       | corporate ladder.
       | 
       | People have no idea how few startups really cash out, and how
       | hard it is when you start from low equity percentages/have bad
       | terms.
       | 
       | The horror stories usually dont arise until a startup is actually
       | worth something and has a future. This is usually 2 years+ into
       | the journey.
       | 
       | I think the typical founders doing this are actually just people
       | that want to say they own a company at dinner parties.
        
         | CharlieDigital wrote:
         | > A popular venture studio based out of NYC is like this
         | 
         | Sounds like Fractal. Supposedly, the value add is that they've
         | already done the due diligence and market research on some
         | product idea. They match a team (CEO + CTO) to the idea and
         | provide the funding. Do not know of any well known companies to
         | have come out of this model, but if they're still around, it
         | must be generating _some_ returns for it to be worthwhile.
        
           | presidentender wrote:
           | Fractal seems to have addressed the entire market they had
           | identified. It doesn't appear that they're still recruiting
           | founders.
           | 
           | I was in their pipeline and interviewing potential business
           | cofounders, but chose to go the traditional venture route -
           | it didn't work out, but I don't think I'd have succeeded at
           | the Fractal business either.
        
         | paxys wrote:
         | At that point they are just hiring an employee. Once you get
         | the $1M what incentive is there to continue to hustle while
         | being a minority shareholder in your own company?
        
       | TimJRobinson wrote:
       | I don't understand how they lost their startup though? Doesn't
       | the accelerator only take a small percent?
        
         | atherton33 wrote:
         | "Startups also granted Newchip the right to buy $250,000 worth
         | of shares in the company at a later date, but at their current
         | valuation"
        
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       (page generated 2024-05-02 23:00 UTC)