Duet Partners
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Newsletter

Weekly Briefing Note for Founders

This week on the startup to scaleup journey:

  • Big markets require a narrow focus
  • VCs and founders have mismatched expectations
  • Could Someone Be a Better CEO Than You?
  • Founder skills - language comes first

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This week on the startup to scaleup journey:

  • VCs know more than you do
  • Beware PE masquerading as VC
  • 2021 valuations blowing away 2020 records
  • Sell the problem not the solution

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This week on the startup to scaleup journey:

  • Investors are starting due diligence even before you pitch
  • Why are fewer first-time funds being created?
  • Domain knowledge is critical in DeepTech
  • Chinese investors are quietly becoming more active

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This week on the startup to scaleup journey:

  • Exit values exploded in 1Q21
  • The trap of the oversized investment round
  • Non-founder CEOs have more to prove
  • What to look for in a lead investor

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This week on the startup to scaleup journey:

  • The 'herding in' mentality of VCs
  • Stop talking and let the investor ask questions
  • Stealth mode and the dreaded NDA
  • Why LPs pass on VC proposals

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This week on the startup to scaleup journey:

  • April - another blockbuster month for VC
  • Making sense of record-breaking VC investment levels
  • Do early-stage VCs care about financial models?
  • The importance of market analysis

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