calendar_today Joined July 2006

link https://linkedin.com/in/davemcclure

founder: https://t.co/A4xpEYhG0F, 500 Startups || alum: Johns Hopkins, PayPal, Founders Fund || fanboi: Dr. Seuss, The Muppets, Sesame Street

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Following

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Follower Audit

Last Updated: Jan 24, 2023

Quality score: A+

Coordinated Followers: 3.17%

Influence score: 54/100

Total Followers348.8k

Verified users4158

Over 100k0.30%

Over 50k0.56%

Over 10k2.34%

Over 1k15.50%

Over 10058.33%

Over 1084.95%

Under 1014.30%

0 follower users2.51%

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Recent Tweets

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@CamiloBAcosta perhaps they are chasing outlier storytellers? 🤷🏻‍♂️🤔👀 that said, the model is just a model — you can plug in #s to tell any story you like 👍🏼 #ymmv https://t.co/SmZSizc7Js

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@pitdesi yep, he sure did. nobody should be surprised at what’s happening.

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A few years ago I wrote about how to build a VC fund portfolio model for a #VentureCapital fundamentals class (# of co's, check size, follow-on, and reserves, etc): https://t.co/LmIJ8x5AAW https://t.co/Ok57p8vbDI

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@KiteVC yep, def easier returning 3-5X on 100x $50-500K checks than 100x $5-50M checks. (also requires scaling up/out # investing partners, altho in near future maybe can also do w/ AI)

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@KiteVC: “workflow that'd require several hundred (hopefully high quality) seeds per year. Of course that's impractical…” difficult but not impossible: - YC - 500 - Techstars - Antler - Rightside Capital - AngelList network (maybe a few others doing >100/yr)

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while it’s interesting to see what 2 major SV investment platforms want to bet on, innovation (by def’n) often still comes from unexpected / unexplored dark corners.💡 founders are better off listening to customers (or their own experience) for motivation rather than investors. https://t.co/4CyJvx4wvE

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@zebulgar @zebulgar i’m not aware of all the details, but wasn’t the core issue around Benchmark / other investors desire to sell (some) secondary in Uber? (and also, that Travis didn’t want to allow that) not taking sides, just trying to understand motivations / incentives.

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Q: what are the best posts / articles that describe forward contracts?(ideally for VC, PE also ok) 🤔📑 extra credit if they reference multi-asset portfolios / funds, not just individual companies. 📊 #venturecapital #forwardcontract

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how to re-align VC GPs & LPs: 1) cut mgmt fees in half (1%/yr, or 2% for only 5 yrs), esp for larger funds 2) increase carry to 25-30% after 2-3X net and/or 15-20% IRR (on realized DPI), esp for smaller funds don’t let GPs earn mgmt fees for just sitting on their ass for 10-12

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@EghosaO @jasonlk yep, also depends on revenue... obv you'd prefer a co wotj 50% YoY that's doing $100-200M ARR rather than $10-20M. growth will be harder to sustain as co gets bigger, and assumption is it will decay. public markets value Saas @ 6-8x, and even hi-growth @ just 10-12x.

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