Jason, this is exactly the kind of content I find incredibly valuable. Anytime the podcast delves into institutional investors and the factors driving their allocation decisions into VC, it’s a huge help. [https://www.youtube.com/watch?v=IYQeh_pCNuA] Apurva's insights on CALPERS—when, where, why, and how they approach VC allocations, especially after stepping back—are particularly fascinating. Jack's observations about the dramatic shifts in the startup funding landscape over the past 6–9 months (Nov '23 to April '24) are spot on. I'm eagerly looking forward to the next episode. If you'd like, I’d be happy to help connect you with some pension LPs for the show—this is great work!
Funny you mention LIQUIDUTY. I tried offering a RevShare deal on $5m with 2x return, paid quarterly at 15% of gross revenue. Estimated return is 28-36mo conservatively. No takers. I appreciate everyone sharing my big eyes, but this is a solid deal that avoids dilution and most importantly provides a very predictable liquidity schedule.
I can work with either equity or the revshare. Now that I'm focusing on the equity option instead, the next step is a $600k SAFE (standard YC offer). We will use it to send 200 demo kits to builders instead of just the 2 we can do now. 100x speed of response. We already have 4 of the top 10 US homebuilders eager to touch and pilot ReNetA.lighting. Just one of them would be $5m/mo at 70% gross margin.
Fantastic! Will follow. You mentioned "Investment Club for Teens" in your All-in this week. How does a teen join in?
stay tuned!
Just watched the first not-episode on the JCS YT channel. Great concept! Will you keep future episodes this short?
Awesome! Congrats, Jason! You’re the hardest working person in the world of investing! Onward and upward! Cheers :-)
Thanks Jason! This should be an interesting listen!
Jason, this is exactly the kind of content I find incredibly valuable. Anytime the podcast delves into institutional investors and the factors driving their allocation decisions into VC, it’s a huge help. [https://www.youtube.com/watch?v=IYQeh_pCNuA] Apurva's insights on CALPERS—when, where, why, and how they approach VC allocations, especially after stepping back—are particularly fascinating. Jack's observations about the dramatic shifts in the startup funding landscape over the past 6–9 months (Nov '23 to April '24) are spot on. I'm eagerly looking forward to the next episode. If you'd like, I’d be happy to help connect you with some pension LPs for the show—this is great work!
Reached out on Twitter, with important solutions. @CoryHealth from Food Forest Abundance. Thanks!
I know it’s a headache with all the regulations etc....
However, if you could find a way to open up your funds for European private investors that would be amazing!
I would love to be part of it and not just watching from the sidelines.
Thank you for all the hard work!
Funny you mention LIQUIDUTY. I tried offering a RevShare deal on $5m with 2x return, paid quarterly at 15% of gross revenue. Estimated return is 28-36mo conservatively. No takers. I appreciate everyone sharing my big eyes, but this is a solid deal that avoids dilution and most importantly provides a very predictable liquidity schedule.
I can work with either equity or the revshare. Now that I'm focusing on the equity option instead, the next step is a $600k SAFE (standard YC offer). We will use it to send 200 demo kits to builders instead of just the 2 we can do now. 100x speed of response. We already have 4 of the top 10 US homebuilders eager to touch and pilot ReNetA.lighting. Just one of them would be $5m/mo at 70% gross margin.
Am I missing something or just being impatient?