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Ask YC: What to do when VCs think opportunity/market is too small?

13 点作者 theyoungceo超过 17 年前
Hi all, I've been a reader here since the beginning but never posted. Anyway, my question:<p>1. I am the 100% owner of company X, several others are involved, but not full time. 2. X has generated $100K revenue in FY1 and is $60K since new fiscal 7/1. 3. I have not paid myself a dime yet, because I can afford to live off savings and business needs the revenue for R&#38;D, marketing, etc. 4. X is the recent winner of a major CA-based business plan competition - $100K prize. 5. VCs are sold on the pitch -- product, team, competition, IP, everything. They like it.<p>The problem is this: Even with a $4.4B one-time revenue and $1.6B recurring annual revenue market, they think the opportunity is too small. Due to the revenue X is generating, capital needs are much smaller because each customer added means substantial revenue. However, the market is not as small!<p>To quote one VC: "If we put $1M in and we realize a fantastic return of 20x, that's still a small bet for us. We chase bigger opportunities".<p>So I'm thinking angels are a good idea, but the angel groups seem too process-oriented: several months to get considered, lots of structure, very few deals invested in and usually not over $500K. Further, I'm hearing that Silicon Valley based angel groups are highly biased towards local investments -- X is run out of Los Angeles. <p>My quandary is: how do I raise a smaller amount of capital from smaller funds or angels, at a fair valuation given current traction, without a lot of network to start with? <p>I've gotten introductions through the competition we won and VCs, but things haven't panned out substantially yet. Disclaimer: I've only been at it for a few weeks and lots of avenues still cooking, but I'm just looking for YC advice on fundraising related to smaller capital needs.<p>Any comments ?

10 条评论

rms超过 17 年前
You have revenue coming in! This makes you eligible for loans, especially once your business is two years old.
mrtron超过 17 年前
Angels don't usually donate huge sums of money, 500k is actually higher than I had heard of. <p>Your income + growth should give you a fairly healthy valuation, even if your market cap is 'only ~4B + 1.6 annual'. It does take a lot of time, but one good option could be getting together a group of angels willing to invest together. It will strengthen all of their individual investments knowing the total investment is quite a bit larger, and it will give you guys the running start you need to grow quickly. It really looks like now is the perfect time for you to take some money (without giving up everything due to your track record) and grow this company.<p>Best of luck.
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theyoungceo超过 17 年前
-need it for a sales force definitely and maybe one ops head, engineers won't be necessary for a while.<p>-no investor has shown any problem with the team. the company is extremely well advised for its space and has lots of people putting in time here and there.<p>-business has too much traction to pull an unknown cofounder right now and don't know anyone who is willing to jump off the cliff without money<p>-i am willing to talk to anyone seriously interested in investing, but this is a pretty public forum and I don't want to reveal company details here.
rms超过 17 年前
Also -- if you are hoping investors will contact you based on this post, you need to post your email address here or in your profile. The email address box in the profile is for YC internal use only.
shayan超过 17 年前
Not all VC's are like that... I posted a question about a week ago about Disqus a YC company... and asked how big was the market for YC to be interested in the company and invest in it<p>this was pg's response: "... I have no idea how big the market is in dollars. It's not worth thinking too much about anyway. Startups evolve. It's enough to start with something you know people need."<p> <a href="http://news.ycombinator.com/item?id=77608" rel="nofollow">http://news.ycombinator.com/item?id=77608</a>
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optimal超过 17 年前
I haven't been in your situation, so please consider my comments accordingly, but if you're doing well can't you continue to grow the company organically? Can your business plan prize fund R&#38;D and marketing for the near future?<p>I don't know your situation, but is it possible you're trying to move at Silicon Valley, light-speed pace when it might be more beneficial to throttle back a bit?<p>I'd think with your continued success the money would soon be chasing after you.
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shayan超过 17 年前
@theyoungceo: you could always try to convince someone that has better connections and influence than yourself (like pg and others like him) to make a small investment in your company, but in return s/he could def help you to raise the funding you need a lot easier (if possible to raise it at all for this company)
dhouston超过 17 年前
how much money do you need? what will you need it for? engineers? a sales force? etc. what still needs to be accomplished?<p>1) look at <a href="http://venturehacks.com" rel="nofollow">http://venturehacks.com</a> to get a better understanding of how the fundraising process works and tactically how to raise interest. investors also generally want a team in place, not one person plus some part timers.<p>2) if you can talk more about your company, the audience here has some rich individual investors here who wouldn't put you through the bullshit that angel groups would, and even more people who, if not rich themselves, are one degree of separation away from potential investors.
theyoungceo超过 17 年前
Banks say they won't loan more than 15-20% of revenue. SBA will guarantee and might be able to get loans up to $250K, but that requires a personal guarantee -- if for some reason something goes wrong, I don't want to be personally bankrupt.
theyoungceo超过 17 年前
the.young.ceo.0@gmail.com will come direct to me for offline chat...I can discuss the business one on one but I'm wary of posting details publicly -- however open discussion here is definitely encouraged.