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Startup Investing 101

Thread: How To Evaluate Startup Ideas
PitchBook's 2020 Angel Report
Marc Andreessen's Productivity & Habits
Thread: A Primer On SPVs
Bessemer Venture Partners: Deal Memos
Angel Investing 101 (Talk Given at Google)
David S. Rose: Advice for Investors
Jerry Neumann: Advice for Angel Investors
Thread: Justin Khan On Lesson Learned Angel Investing
Nivi's 11 Angel Investing Lessons
AirTable of LPs Who Invest In Emerging Funds
A Quiz On First-Time VC Funds
Angel University Portfolio Model
Thread: Keith Rabois' Investment Criteria
Lolita Taub's Startup Matchmaking Tool
Sahil LavingiaI Rolling VC Fund Memo (and more)
Thread: What Has Made Benchmark So Successful
On Angel Check Sizes
Twilio Board Deck (July 2010)
Bessemer Investment Process for Twilio
Example LP Due Diligence Questionnaire
Intro to Portfolio Construction
Jerry Neumann's Blog: Reaction Wheel
The New Seed Landscape (Pear VC)
Steve Schlafman's Example Deal Memo (Notion Template)
The Rise of Solo Capitalists
The LP Anti-Portfolio
Inside Homebrew’s First Annual LP Meeting
Homebrew’s Second Annual LP Meeting: Why We Do Them
Notational Capital's Operating Manual
Sequoia's Investment Memo on YouTube
Consumer Subscription Software Insights
SaaS business models and metrics
The real reason employees are attracted to a startup
The KPIs VCs (Should) Care About
Mastering Growth Economics: What $100M Startups Do Differently
The Lightspeed standardized e-commerce Model
Flywheel Frameworks
How To Measure Network Effects
How Superhuman Built an Engine to Find Product/Market Fit
The Dangerous Seduction of the Lifetime Value (LTV) Formula
What Emerging Manager LPs are thinking today
Why Your Investor Might Pass On Your Next Fund
6 Common Pitfalls VCs Make With LPs (Part 1, 2 3)
The 4 P’s of Fundraising for Emerging Managers
Communication Strategies with Existing LPs
Intimacy and Transparency: 3 part series on VC/LP relations
VC Partnership Models: How to Split the Economics
How much to charge for an SPV
How we assess fund investments: (4) Portfolio Construction
How we assess fund investments: (3) IRR
How we assess fund investments: (2) MoIC & DPI
How we assess fund investments: (1) TVPI
How To Market A Fund And Pique An Investor’s Interest
How To Market A Fund And Pique An Investor’s Interest
The Limited Partner Landscape
Creating a micro-vc fundraising deck
Setting a good fund target as an emerging VC manager
Realistic fundraising targets for emerging managers
Does the Size of a VC Fund Matter?
Seedcamp Fund IV Fundraising Deck
What it means to be differentiated as a Micro-VC
Venture Fund Economics: Gross and Net Returns
Measuring Private Equity Performance
IRR of Kima Ventures
Andreessen Horowitz Returns Slip, According to Internal Data
Alt VC Math
Another Measure of Seed Fund Performance
How VCs Get Measured
Fund Performance Metrics: TVPI, DPI and RVPI
Picking Winners: A Data Driven Approach to Evaluating the Quality of Startups
Navigating The New Seed Landscape
What I’ve Learned About Venture Funding
Venture Funds as Products. What We Changed for Homebrew III
Part of a VCs job is making it onto “the list”
How We Found our First 80+ Investments at Precursor
Homebrew’s 1%
The Importance of Proprietary Deal Flow in Early-Stage VC
Future Investor - How to Angel Invest
Venture Hacks (Naval's Original Blog)
Notes from a Stanford MBA
So You Want To Be The Next Warren Buffett? How Is Your Writing?
Naval: How To Get Rich
Harry Stebbing's Angel Investing Lessons
The Top 7 Reasons Why VCs Miss Billion-Dollar Outcomes
OSAM Investor Curriculum
FAST Advisory Agreement (The best open source Advisor agreement)
Understanding Startup & Equity Options
How to introduce founders to investors
What founders really want from VCs
Reid Hoffman explains Linkedin's Series B pitch deck
The Social Subsidy of Angel Investing
Question For New Angels
How to Invest in Startups
16 Definitions on the Economics of VC
A History of Venture Capital
Behind the Scenes at a VC Fund: Parts 1, 2 and 3
Building a Seed Stage Venture Firm
The Rise and Fall of Venture Capital
The Secret History of Silicon Valley

Supporting Founders

FAST Advisory Agreement (The best open source Advisor agreement)
Understanding Startup & Equity Options
How to introduce founders to investors
What founders really want from VCs
Reid Hoffman explains Linkedin's Series B pitch deck

Investing Psychology

David S. Rose: Advice for Investors
Thread: Justin Khan On Lesson Learned Angel Investing
Nivi's 11 Angel Investing Lessons
Thread: Keith Rabois' Investment Criteria
Thread: What Has Made Benchmark So Successful
Jerry Neumann's Blog: Reaction Wheel
Venture Hacks (Naval's Original Blog)
Notes from a Stanford MBA
So You Want To Be The Next Warren Buffett? How Is Your Writing?
Naval: How To Get Rich
Harry Stebbing's Angel Investing Lessons
The Top 7 Reasons Why VCs Miss Billion-Dollar Outcomes
OSAM Investor Curriculum

Deal Flow

Seedcamp Fund IV Fundraising Deck
Picking Winners: A Data Driven Approach to Evaluating the Quality of Startups
Navigating The New Seed Landscape
What I’ve Learned About Venture Funding
Venture Funds as Products. What We Changed for Homebrew III
Part of a VCs job is making it onto “the list”
How We Found our First 80+ Investments at Precursor
Homebrew’s 1%
The Importance of Proprietary Deal Flow in Early-Stage VC

Fund Economics

Intro to Portfolio Construction
Creating a micro-vc fundraising deck
Setting a good fund target as an emerging VC manager
Realistic fundraising targets for emerging managers
Does the Size of a VC Fund Matter?
What it means to be differentiated as a Micro-VC
Venture Fund Economics: Gross and Net Returns
Measuring Private Equity Performance
IRR of Kima Ventures
Andreessen Horowitz Returns Slip, According to Internal Data
Alt VC Math
Another Measure of Seed Fund Performance
How VCs Get Measured
Fund Performance Metrics: TVPI, DPI and RVPI

For Emerging Managers

AirTable of LPs Who Invest In Emerging Funds
A Quiz On First-Time VC Funds
Sahil LavingiaI Rolling VC Fund Memo (and more)
Example LP Due Diligence Questionnaire
The Rise of Solo Capitalists
The LP Anti-Portfolio
What Emerging Manager LPs are thinking today
Why Your Investor Might Pass On Your Next Fund
6 Common Pitfalls VCs Make With LPs (Part 1, 2 3)
The 4 P’s of Fundraising for Emerging Managers
Communication Strategies with Existing LPs
Intimacy and Transparency: 3 part series on VC/LP relations
VC Partnership Models: How to Split the Economics
How much to charge for an SPV
How we assess fund investments: (4) Portfolio Construction
How we assess fund investments: (3) IRR
How we assess fund investments: (2) MoIC & DPI
How we assess fund investments: (1) TVPI
How To Market A Fund And Pique An Investor’s Interest
How To Market A Fund And Pique An Investor’s Interest
The Limited Partner Landscape

Diligence & Metrics

Thread: How To Evaluate Startup Ideas
Steve Schlafman's Example Deal Memo (Notion Template)
Consumer Subscription Software Insights
SaaS business models and metrics
The real reason employees are attracted to a startup
The KPIs VCs (Should) Care About
Mastering Growth Economics: What $100M Startups Do Differently
The Lightspeed standardized e-commerce Model
Flywheel Frameworks
How To Measure Network Effects
How Superhuman Built an Engine to Find Product/Market Fit
The Dangerous Seduction of the Lifetime Value (LTV) Formula

Examples

Thread: How To Evaluate Startup Ideas
PitchBook's 2020 Angel Report
Marc Andreessen's Productivity & Habits
Thread: A Primer On SPVs
Bessemer Venture Partners: Deal Memos
Angel Investing 101 (Talk Given at Google)
David S. Rose: Advice for Investors
Jerry Neumann: Advice for Angel Investors
Thread: Justin Khan On Lesson Learned Angel Investing
Nivi's 11 Angel Investing Lessons
AirTable of LPs Who Invest In Emerging Funds
A Quiz On First-Time VC Funds
Angel University Portfolio Model
Thread: Keith Rabois' Investment Criteria
Lolita Taub's Startup Matchmaking Tool
Sahil LavingiaI Rolling VC Fund Memo (and more)
Thread: What Has Made Benchmark So Successful
On Angel Check Sizes
Twilio Board Deck (July 2010)
Bessemer Investment Process for Twilio
Example LP Due Diligence Questionnaire
Intro to Portfolio Construction
Jerry Neumann's Blog: Reaction Wheel
The New Seed Landscape (Pear VC)
Steve Schlafman's Example Deal Memo (Notion Template)
The Rise of Solo Capitalists
The LP Anti-Portfolio
Inside Homebrew’s First Annual LP Meeting
Homebrew’s Second Annual LP Meeting: Why We Do Them
Notational Capital's Operating Manual
Sequoia's Investment Memo on YouTube
Consumer Subscription Software Insights
SaaS business models and metrics
The real reason employees are attracted to a startup
The KPIs VCs (Should) Care About
Mastering Growth Economics: What $100M Startups Do Differently
The Lightspeed standardized e-commerce Model
Flywheel Frameworks
How To Measure Network Effects
How Superhuman Built an Engine to Find Product/Market Fit
The Dangerous Seduction of the Lifetime Value (LTV) Formula
What Emerging Manager LPs are thinking today
Why Your Investor Might Pass On Your Next Fund
6 Common Pitfalls VCs Make With LPs (Part 1, 2 3)
The 4 P’s of Fundraising for Emerging Managers
Communication Strategies with Existing LPs
Intimacy and Transparency: 3 part series on VC/LP relations
VC Partnership Models: How to Split the Economics
How much to charge for an SPV
How we assess fund investments: (4) Portfolio Construction
How we assess fund investments: (3) IRR
How we assess fund investments: (2) MoIC & DPI
How we assess fund investments: (1) TVPI
How To Market A Fund And Pique An Investor’s Interest
How To Market A Fund And Pique An Investor’s Interest
The Limited Partner Landscape
Creating a micro-vc fundraising deck
Setting a good fund target as an emerging VC manager
Realistic fundraising targets for emerging managers
Does the Size of a VC Fund Matter?
Seedcamp Fund IV Fundraising Deck
What it means to be differentiated as a Micro-VC
Venture Fund Economics: Gross and Net Returns
Measuring Private Equity Performance
IRR of Kima Ventures
Andreessen Horowitz Returns Slip, According to Internal Data
Alt VC Math
Another Measure of Seed Fund Performance
How VCs Get Measured
Fund Performance Metrics: TVPI, DPI and RVPI
Picking Winners: A Data Driven Approach to Evaluating the Quality of Startups
Navigating The New Seed Landscape
What I’ve Learned About Venture Funding
Venture Funds as Products. What We Changed for Homebrew III
Part of a VCs job is making it onto “the list”
How We Found our First 80+ Investments at Precursor
Homebrew’s 1%
The Importance of Proprietary Deal Flow in Early-Stage VC
Future Investor - How to Angel Invest
Venture Hacks (Naval's Original Blog)
Notes from a Stanford MBA
So You Want To Be The Next Warren Buffett? How Is Your Writing?
Naval: How To Get Rich
Harry Stebbing's Angel Investing Lessons
The Top 7 Reasons Why VCs Miss Billion-Dollar Outcomes
OSAM Investor Curriculum
FAST Advisory Agreement (The best open source Advisor agreement)
Understanding Startup & Equity Options
How to introduce founders to investors
What founders really want from VCs
Reid Hoffman explains Linkedin's Series B pitch deck
The Social Subsidy of Angel Investing
Question For New Angels
How to Invest in Startups
16 Definitions on the Economics of VC
A History of Venture Capital
Behind the Scenes at a VC Fund: Parts 1, 2 and 3
Building a Seed Stage Venture Firm
The Rise and Fall of Venture Capital
The Secret History of Silicon Valley