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Pitching your early-stage startup

264 pointsby matthewhelmover 7 years ago

7 comments

sebgover 7 years ago
Also worth checking out Patrick&#x27;s tweet storm following his tweet about this new resource -&gt; <a href="https:&#x2F;&#x2F;twitter.com&#x2F;patio11&#x2F;status&#x2F;909800194509758464" rel="nofollow">https:&#x2F;&#x2F;twitter.com&#x2F;patio11&#x2F;status&#x2F;909800194509758464</a>
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ploggingdevover 7 years ago
Since the guide is partly focused on the YC application process, I have one thought (potentially misconception) that I would like others to weigh in on. For context : I&#x27;m working on a Disqus alternative with a focus on privacy, so no ads, no tracking scripts ( <a href="https:&#x2F;&#x2F;www.indiehackers.com&#x2F;@ploggingdev&#x2F;building-my-first-saas-a-disqus-alternative---the-research-baa806bdfd" rel="nofollow">https:&#x2F;&#x2F;www.indiehackers.com&#x2F;@ploggingdev&#x2F;building-my-first-...</a> ). I started working on it a little over two weeks ago and am a few days away from launching. So by the application deadline, I would have only onboarded beta users. Being a single founder who has been working on a product for less than 3 weeks, even if I follow all the advice and craft a well written YC application, I just don&#x27;t see why YC would consider funding me instead of the numerous other applicants with serious revenue and something that might resemble product-market fit. In other words, I think when talking about crafting a YC application, it&#x27;s important to discuss that there exists a certain baseline above which such guides really make sense. Sure, I could apply the actionable advice to my application, but will it move the needle at all when I&#x27;m a single founder with an MVP? On the other hand the only impressive part about the application might be that I built it in under 3 weeks and onboarded beta users. Thoughts?
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softwareqrafterover 7 years ago
Great writeup, though I have to be completely honest here and say that I love Patrick&#x27;s writeups for independent hackers, makers, micropreneurs, bootstrappers etc. His writings and practical case studies gave me the power, as a nobody, to make tens of thousands of dollars in order to be more with my wife and child, while doing the work I love. I kind of miss those essays.
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lpolovetsover 7 years ago
I&#x27;m a VC, and this list is great. At a high level, VCs care about three things: team, product&#x2F;idea, and market. Every VC cares about all of these things, but their prioritizations vary.<p>Most of Patrick&#x27;s excellent advice can be lumped into these three buckets. Specifically:<p>1) You have to establish the credibility of the team: you&#x27;ve done impressive things before; you have a deep understanding of what you&#x27;re working on now; you can read your audience and know how to communicate effectively; you can get a strong intro (nice-to-have); etc.<p>2) You have to establish the viability of the market: it&#x27;s big; it has a real problem; the existing competitors are not doing a good job in a clear way; etc.<p>3) You have to establish the quality of the idea&#x2F;product: you have a unique insight or approach relative to competitors; the prototype&#x2F;early validation is strong; etc.<p>A lot of the pitches become mediocre when founders are handwavy in one or more of these areas. For example, if the founder spends a lot of time talking about the market and the product idea, but not enough time explaining why the team is uniquely&#x2F;extremely qualified to succeed. Or the founder has good answers to product&#x2F;team&#x2F;market questions, but their answers show they don&#x27;t know how to read the audience or explain their idea. (Example of not reading the audience: the investor is non-technical and the founder, who is productizing their PhD thesis, spends 90% of the pitch geeking out about technical details.)<p>Also, I&#x27;ll add a few tips:<p>- Don&#x27;t exaggerate or mislead. An investor will pass if they doubt one of your statements (&quot;silverware is a $150 billion dollar market!&quot;) or realize that you&#x27;re spinning facts (e.g. you say Dropbox is a customer, but later it turns out you meant that one of your free users has an @dropbox.com email). If it turns out that one statement you made is false, then investors will assume there might be more.<p>- Understanding risks is better than sweeping them under the rug. If your competitor landscape is missing key companies (mentioned in Patrick&#x27;s post) or you dismiss some $1b+ company as a competitor without any rationale, your audience will become very skeptical. Admitting something is a problem and explaining how you will address is it much more compelling.<p>- Really know the ins and outs of everything about your company -- at least relative to the audience. If I ask a question or make a product suggestion that the founder hasn&#x27;t considered, that&#x27;s a yellow flag. Someone who has been living and breathing their startup for several months should have a much, much deeper knowledge of their domain than an investor who is hearing about it for the first time.
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graycatover 7 years ago
The OP is from Stripe, and their Stripe Atlas program seems to want to have a startup pay $500 and, thus, have Stripe get the startup a Delaware C-corporation.<p>Good grief: Why would a startup, prior to equity funding, want to be a Delaware C-corporation instead of just an LLC?
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Kiroover 7 years ago
&gt; Do not cite gross merchandise volume (GMV) as revenue; if you facilitate a transaction between two parties and collect a fee then the total transaction is GMV but only your cut is revenue.<p>I thought revenue was a &quot;protected&quot; term, like how it&#x27;s described in the books. In that case isn&#x27;t GMV the same as revenue? Since that&#x27;s the money you actually invoice. And your cut is &quot;net revenue&quot;, profit or something instead.
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ricokatayamaover 7 years ago
Great stuff!<p>It isn&#x27;t mindblowing, but insightful enough to take a look. &quot;Focus on nascent greatness&quot; is particularly a great section, because tries to solve some misconception about bizplan and ideas