It's your company. You should already have a blurb lying around, it's copy/paste.
You should also be by far the best salesperson for your company. Don't outsource that.
Any good investor *also* adds their context to the top of the email, we don't just fwd blindly.
You should also be by far the best salesperson for your company. Don't outsource that.
Any good investor *also* adds their context to the top of the email, we don't just fwd blindly.
I really dislike it when my investors ask me to "send a blurb".
1- You invested in my company. You should already know what I'm building.
2- You and I both know that generic blurbs never work. What works is a hand-crafted message from a warm contact (i.e. you, the investor).
3- On top of that, asking for a blurb is lazy. It throws the work back on me (the founder) at precisely the moment when I'm asking for support.
If you REALLY wanted to be helpful, you would write the intro yourself + ask for my edits/approval.
Just sayin'
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This is actually amazing. Good reminder that when it comes to VC valuations, “just because you keep saying it, doesn’t make it so”
Everyone keeps a list of unicorns.
Nobody keeps a list of what happened next.
So we did. 🦄📉
440+ startups once worth $1 billion or more. Not anymore.
Over $1.4 trillion of valuation, gone.
Meet the Unitard Index: unitard.io
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Jake retweeted
many beasts are saying this (@iamjakestream + @NStoronsky)
Revolut CEO Nik Storonsky says easy money makes soft founders:
“A lot of founders think money is free, which it almost is in California because you can raise so much money at ridiculous valuations and then just spend.”
“There is a different culture of trying to solve problems with your brains.”
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Nah. Go balls out, grind 25/8 to cover debt payments, and hang the banks with your bag when you die
Underrated life advice: Keep your personal burn rate low. Cheaper car. Smaller house than the bank says you can afford. No payment you'd panic about if work got weird. Low expenses aren't about being cheap. Low expenses give you options. And options = freedom.
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Jake retweeted
Thinking more about when humans increasingly delegate a share of their discretionary demand through Muse/Instinct, how can sellers/merchants bid for (and market to) this demand and build persistent loyalty and an ongoing relationship with this demand?
Don’t have a term for this but I think some sort of headless marketplace/aggregator can begin to fill a gap here. Especially in juicy verticals like travel where merchants can customize inventory to gain the attention of agents. Anyone building here?
Don’t have a term for this but I think some sort of headless marketplace/aggregator can begin to fill a gap here. Especially in juicy verticals like travel where merchants can customize inventory to gain the attention of agents. Anyone building here?
I’ll go ahead and say it… this idea that “the agent will just pick the best product” is extremely stupid and shows a major misunderstanding of how marketing works (which makes sense as it is predominantly engineers in the chat right now).
There is no such thing as a “best product”… it is ALL marketing.
And even if there were such thing as a “best” running sneaker for Brendan - why is it best?
Why don’t we just buy the same sneakers?
Everything is marketing. In an age of abundance, all that will matter is marketing.
Marketing to agents will be the most important skill every business will need to learn.
Code is code. My definition of “good code” is the same as yours.
Marketing is different for every single business. The marketing Ramp defines as “great”, would not work for JPMC etc.
Every business will need their own definition of what great marketing looks like (a sovereign benchmark) - this will be very important.
Lock in, anon
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Jake retweeted
Some companies genuinely failed but others IMHO ended as zero to founder because the valuation was too high, the preference stack too big, and/or the founders and VCs didnt have the M&A convo often enough (guilty as charged;).
We built a business that only pays at the extremes. Both sides sign up for it, but the VC is diversified. Founder is not.
We built a business that only pays at the extremes. Both sides sign up for it, but the VC is diversified. Founder is not.
Holy moly... this new paper finds that 88% of VC-backed founders receive zero exit value 🤪🤪🤪
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Jake retweeted
This stat shows how narrow the trade has become: "Of the $274B in venture-growth capital deployed through May, 86% came from four rounds into three foundation model companies."
Private markets are as concentrated as public markets, if not more so. Everybody is levered to the AI trade.
Private markets are as concentrated as public markets, if not more so. Everybody is levered to the AI trade.
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Jake retweeted
🚀 Fleet payments provider @coastpayments just bagged a fresh $35M in growth funding led by @thomvest, bringing its total capital raised to over $131M.
Coast focuses on making payments easy for the "physical economy," serving field-based trades like HVAC, plumbing, construction, e key numbers behind the business:
💳 $35M raised in the latest funding round
📈 $131M+ total equity raised to date
📉 $366M+ valuation tracked in secondary market filings
⛽ 100% real-time tracking combining fleet fuel cards, smart corporate cards, telematics, and automated accounts payable
By embedding real-time driver tracking, vehicle telematics, and AI-powered expense automation directly into company credit cards, Coast prevents card abuse on job sites before it happens.
(@thefintechfund portfolio company)
Coast focuses on making payments easy for the "physical economy," serving field-based trades like HVAC, plumbing, construction, e key numbers behind the business:
💳 $35M raised in the latest funding round
📈 $131M+ total equity raised to date
📉 $366M+ valuation tracked in secondary market filings
⛽ 100% real-time tracking combining fleet fuel cards, smart corporate cards, telematics, and automated accounts payable
By embedding real-time driver tracking, vehicle telematics, and AI-powered expense automation directly into company credit cards, Coast prevents card abuse on job sites before it happens.
(@thefintechfund portfolio company)
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Jake retweeted
So good- I wish I wrote this.
It’s no longer just founders optimizing for the next round. It’s VCs saying “will a Tier 1 want this at the A,” which is front-running a perceived mark, not partnering for business building.
When building something instrinsically valuable becomes a secondary goal, that's not a good thing. I fell for the same thing in 1999 and ended up empty handed.
It’s no longer just founders optimizing for the next round. It’s VCs saying “will a Tier 1 want this at the A,” which is front-running a perceived mark, not partnering for business building.
When building something instrinsically valuable becomes a secondary goal, that's not a good thing. I fell for the same thing in 1999 and ended up empty handed.
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Jake retweeted
More fintech funding (@btv_vc portfolio edition)
@coastpayments raised a $35M growth round led by @thomvest
Coast is building a financial platform for the physical economy --> think construction, HVAC, plumbing, electrical, solar, transportation, energy, & more
They started w/ a fuinto corporate cards, expense mgmt, & bill pay
Already serving thousands of businesses
fortune.com/2026/10/22/fin…
@coastpayments raised a $35M growth round led by @thomvest
Coast is building a financial platform for the physical economy --> think construction, HVAC, plumbing, electrical, solar, transportation, energy, & more
They started w/ a fuinto corporate cards, expense mgmt, & bill pay
Already serving thousands of businesses
fortune.com/2026/10/22/fin…
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Jake retweeted
just bc you CAN doesn't mean you WILL
+
just bc you CAN doesn't mean you SHOULD
+
just bc you CAN doesn't mean you SHOULD
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@iamjakestream "the safest thing you can do for your career is increasingly the riskiest thing you can do with your LPs' money." 🎯
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Jake retweeted
@iamjakestream doesn’t write much but is usually incredibly thoughtful when he does and this continues that trend. Strong rec, in part for lines like this 😂
“If you're capital-efficient, and growing 3-3-2-2-2 with great unit economics, that's a fine, durable business that a lot of firms will politely tell you is "not venture scale" right now. You should maybe consider pivoting into selling non-existent robots and bleeding $1b/yr, so you can raise from anyone you want.”
“If you're capital-efficient, and growing 3-3-2-2-2 with great unit economics, that's a fine, durable business that a lot of firms will politely tell you is "not venture scale" right now. You should maybe consider pivoting into selling non-existent robots and bleeding $1b/yr, so you can raise from anyone you want.”
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