Post on 17-Oct-2014
description
@paulsingh #GLDemoDay
PAUL SINGH
@paulsingh・paul@500startups.com・resultsjunkies.com
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
@paulsingh #GLDemoDay
500 STARTUPSGETTING TO KNOW
BECAUSE WE’RE KIND OF A BIG DEAL
PAUL SINGH
@paulsingh・paul@500startups.com・resultsjunkies.com
@paulsingh #GLDemoDay
@paulsingh #GLDemoDay
(R)EVOLUTION IN THINKING
@paulsingh #GLDemoDay
EARLY STAGE STARTUPS
HAVE CHANGED
@paulsingh #GLDemoDay
STARTUP COSTS LOWER THAN EVER
BUT SCALING STILL COSTS MONEY
CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
@paulsingh #GLDemoDay
WEB GETS BIGGER.WORLD GETS SMALLER.
@paulsingh #GLDemoDay
TRACTION IS THE NEW INTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
@paulsingh #GLDemoDay
CAPITAL INCREASINGLY COMMODITIZED
RISE OF THE ANGELS, YO!
@paulsingh #GLDemoDay
NEW REALITY: MONEY FOLLOWS
FOUNDERSRISE OF THE ENTREPRENEURS, YO!
@paulsingh #GLDemoDay
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #GLDemoDay
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #GLDemoDay
TRANSPARENCY ISSIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #GLDemoDay
WALL STREET BEAT US TO IT
@paulsingh #GLDemoDay
@paulsingh #GLDemoDay
UBS PROPRIETARY SATELLITE PARKING LOT FILL RATE ANALYSIS POINTS TO AN INTERESTING CADENCE INTRA-QUARTER AND POTENTIAL UPSIDE TO OUR VIEW.
“
@paulsingh #GLDemoDay
@paulsingh #GLDemoDay
TWICE A WEEK A SMALL HELICOPTER CIRCLES OVER CUSHING’S TANK FARMS ON AN OIL INDUSTRY SPYING MISSION.
“
@paulsingh #GLDemoDay
WALL STREET ISN’T ALONE
THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
@paulsingh #GLDemoDay
WE CAN DO IT, TOOSURPRISE!
IT TURNS OUT,
@paulsingh #GLDemoDay
@paulsingh #GLDemoDay
+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
@paulsingh #GLDemoDay
WE CAN DO IT, TOO.
@paulsingh #GLDemoDay
WE CAN DO IT, TOO.
@paulsingh #GLDemoDay
WE’RE DOING IT, TOO.
@paulsingh #GLDemoDay
@paulsingh #GLDemoDay
VENTURE CAPITAL IS OPEN TO ATTACK BY DISRUPTIVE NEW BUSINESS MODELS AND TECHNOLOGY.
“
-- NAVAL RAVIKANT (@naval)
@paulsingh #GLDemoDay
EARLY STAGE VCIS CHANGINGHAS CHANGED
@paulsingh #GLDemoDay
STATE OF THE ART IN EARLY STAGE INVESTING IS NOT
VERY SOPHISTICATED
@paulsingh #GLDemoDay
UNBUNDLING OF ADVICE, CONTROL
AND MONEY
@paulsingh #GLDemoDay
USED TO BE ABOUT CAPITAL, DEALFLOW
AND JUDGEMENTTODAY, IT’S ABOUT ACCESS.
@paulsingh #GLDemoDay
BY ITS NATURE, THE INTERNET UNDERMINES ANYONE WHOSE STATUS DEPENDS ON PRIVILEGED ACCESS TO INFORMATION.
“
-- MICHAEL LEWIS
@paulsingh #GLDemoDay
Demo Day Videos ⟹ livestream.com/500startups
Sample Pitch Decks ⟹ slideshare.net/500startups
Venture Capital 101 ⟹ venturehacks.com/archives
Investor Thoughts:
Brad Feld ⟹ feld.com
Fred Wilson ⟹ avc.com
Chris Dixon ⟹ cdixon.org
Mark Suster ⟹ bothsidesofthetable.com
angel.co/valuations and angel.co/salaries
@paulsingh #GLDemoDay
YOUR KEY TAKEAWAYS
@paulsingh #GLDemoDay
YOUR KEY TAKEAWAYS
Focus on Traction.
@paulsingh #GLDemoDay
YOUR KEY TAKEAWAYS
Focus on Traction.
Learn to Communicate and Inspire.
@paulsingh #GLDemoDay
ALSO...
@paulsingh #GLDemoDay
ALSO... Think about distribution a lot
@paulsingh #GLDemoDay
ALSO... Think about distribution a lot
Focus on customer acquisition
@paulsingh #GLDemoDay
ALSO... Think about distribution a lot
Focus on customer acquisition
Get on AngelList
@paulsingh #GLDemoDay
ALSO... Think about distribution a lot
Focus on customer acquisition
Get on AngelList
Learn the basics of VC economics
@paulsingh #GLDemoDay
ALSO... Think about distribution a lot
Focus on customer acquisition
Get on AngelList
Learn the basics of VC economics
Raise 12-18 months of funding
@paulsingh #GLDemoDay
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
PAUL SINGH
@paulsingh・paul@500startups.com・resultsjunkies.com