Økonomi & Business
Jason Lemkin is the Founder @ SaaStr one of the best-performing early-stage venture funds focused on SaaS. In the past, Jason has led investments in Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to name a few. Prior to SaaStr, Jason was an entrepreneur, selling EchoSign to Adobe for $100M where it is now a $250M ARR product. In Today's Episode with Jason Lemkin We Discuss: 1. WTF is Happening At Seed Right Now: • Why does Jason believe seed is more active than ever? • Is the pricing of seed rounds impacted since the downturn? • Why does Jason believe it is not only not the end of party rounds but just the beginning of them? • Why does Jason believe you cannot fail if you have $1M in ARR and an amazing founder? • Why does Jason believe that seed investors cannot participate in "hot seed rounds" anymore? 2. Is Series A a Dead Zone: • How does Jason analyze the Series A and B environment today? • What has changed in what investors expect and want to see in potential Series A and B investments? • What happens to the many companies who raised pre-emptive Series As and have 10 years of runway but no product-market fit? • Why does Jason believe founders should offer to give the money back when it is not working? • What happens to the Series A and B market in the next 18 months? When does it come back? 3. Growth: People are Too Negative! • Why does Jason believe that growth is more active than many are giving credit for? • What are the ARR benchmarks required to get a good growth round term sheet today? • Why does Jason believe that VC DD is a load of BS? • Why does Jason believe that every VC has fraud in their portfolio? Will they come out? 4. Ring That Bell: IPOs and M&A: • Why does Jason believe 2024 will be an amazing year for IPOs? • Why does much of the IPO market rely on Stripe and Databricks? • What is needed for an amazing 2024 IPO market? • How does Jason evaluate the M&A market in 2024? Will regulation get in the way? 5. Jason Lemkin: AMA: • Why does Jason Lemkin believe this generation of workers will never work hard again? • What is the only way for seed funds to make money investing in serial entrepreneurs? • What does Jason know now that he wishes he had known when he started investing?
Release date
Lydbog: 9. august 2023
Økonomi & Business
Jason Lemkin is the Founder @ SaaStr one of the best-performing early-stage venture funds focused on SaaS. In the past, Jason has led investments in Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to name a few. Prior to SaaStr, Jason was an entrepreneur, selling EchoSign to Adobe for $100M where it is now a $250M ARR product. In Today's Episode with Jason Lemkin We Discuss: 1. WTF is Happening At Seed Right Now: • Why does Jason believe seed is more active than ever? • Is the pricing of seed rounds impacted since the downturn? • Why does Jason believe it is not only not the end of party rounds but just the beginning of them? • Why does Jason believe you cannot fail if you have $1M in ARR and an amazing founder? • Why does Jason believe that seed investors cannot participate in "hot seed rounds" anymore? 2. Is Series A a Dead Zone: • How does Jason analyze the Series A and B environment today? • What has changed in what investors expect and want to see in potential Series A and B investments? • What happens to the many companies who raised pre-emptive Series As and have 10 years of runway but no product-market fit? • Why does Jason believe founders should offer to give the money back when it is not working? • What happens to the Series A and B market in the next 18 months? When does it come back? 3. Growth: People are Too Negative! • Why does Jason believe that growth is more active than many are giving credit for? • What are the ARR benchmarks required to get a good growth round term sheet today? • Why does Jason believe that VC DD is a load of BS? • Why does Jason believe that every VC has fraud in their portfolio? Will they come out? 4. Ring That Bell: IPOs and M&A: • Why does Jason believe 2024 will be an amazing year for IPOs? • Why does much of the IPO market rely on Stripe and Databricks? • What is needed for an amazing 2024 IPO market? • How does Jason evaluate the M&A market in 2024? Will regulation get in the way? 5. Jason Lemkin: AMA: • Why does Jason Lemkin believe this generation of workers will never work hard again? • What is the only way for seed funds to make money investing in serial entrepreneurs? • What does Jason know now that he wishes he had known when he started investing?
Release date
Lydbog: 9. august 2023
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