Sitemap - 2022 - Ramblings from David Paul
Our Evolution to Outbound Sourcing
Happy Holidays from DWP Capital!
Nevin Raj of Grata on The Art of Deal Sourcing and Getting Product Market Fit
Jim Douglas of Fulcrum Equity on Growth Equity Investing, Healthcare Services, and Valuations
Three Things I learned After Evaluating 500 Companies in 2022
Getting Through Fear, Ending the Year Strong, and Great Investor Substacks
Holiday Weekend, Missed Predictions, and Caloric Surpluses
Two Deal Sourcing Strategies that Failed This Year
Nicolas Lopez of HCAP on Impact Investing and Mezz Debt
My Weekend in Agua Prieta and the Week Ahead!
Capital Stewardship and Cash Burn
Communicating with Founders is like Handling Cats
The Dominos are Tipping and Things Are Finally Making Sense
What are the Red Flags 🚩🚩 when Pitching to Investors?
Phone Addictions and Bear Markets...
Early Morning Intruder, Relative Content, and Venture Dallas
Beware of Building Products of Overstating Problems
Three Reasons Why Building Financial Models in the Seed Stage is Essential
The 6 Startup Board Member Personas
The Biggest Mistakes Investors Make
4 Ways Founders Can Manage Knock Out Risk
Why Investors Care About the "Burn Multiple"
7 Things I Learned about the Current Venture Market at the Dallas Investor Round Table
What Investors Think When Reading a Pitch Deck
Maan Hamdan of Hexa Global Ventures on Everything HRTech
HR Tech Companies are Solving for 2021 Problems not the Future
What Game are You Playing? Valuation or Value
Famous Last Words For Investors...
How to Give Founder Feedback - The Two Lenses
Jimmy Soni author of The Founders on Writing a Best-Selling Book on the Pioneers of Silicon Valley
The Most Important Founder Trait- Hint: Its not Vision or Tenacity
Famous Last Words "and then we can raise our Series A..."
Susan Cordts of Catalytic Health Partners on Tech-Enabled Healthcare Services and Value-Based Care
What the Biggest Questions VCs want to Know when Investing in Horizontal SaaS
Vik Thapar of Cypress Growth Capital on Revenue Based Financing as an Alternative to Debt and Equity
Max Farrell of Workhound on Building Vertical SaaS Company and Landing Your First Five Customers
See Ya Carlsbad- Back to Phoenix!
Jim Prendergast of HealthiestYou on Creating a Digital Health Platform Dedicated to Employers
Bear Market Rally or Soft Landing?
The Three Most Important Parts of Building a Forecast
Death of Companies Over $7M of ARR
Adam Greenbaum of WhiskerCloud on Vertical Specific Value Added Services
DWP Investing Principle 3.0: Don't Trust the "Smart Guys."
Sara Omohundro of Elevate Ventures on Being an Institutional LP and Transitioning into a GP
Deal Sourcing- Execution vs Strategy.
Ed Wilson of Impulsum Ventures on Seed Investing, Investing in Networks, and Product Ideation
Inflation Data and Todays Markets
Themes I am Exploring Amid a Downturn
DWP Initial Diligence Questions
Sean O’Brien of Overline VC on Seed Funding and Portfolio Construction
How I Sourced Two Product Hires for a Portfolio Company
​​Neal Bloom of Interlock Capital on the Importance of Community and Raising Fund I
Q2 Deal Stats and Some Interesting Reads/Listens
Jacob Findlay of Fullbay on Building And Scaling SaaS for SMB Customers
DWP Investing Principles: Don't Ignore Negative Founder Behavior During Diligence
John Francis of Stout Street Capital on Identifying Great Founders and Pre-Seed/Seed Companies
Valuations, Capital Amounts, and Sideline Money
DWP Asks a Question to the"All In Besties"
You Can Only Burn a Dollar Once
Later Phoenix! Hello San Diego!
Cory Berg of Salad n’ Go on Early Stage Product Development and Tech Leadership.
The Three Ways VCs Come to an Investment Decision
Compounding Risk Unnecessarily
Jesse Randall of Sweater on Breaking the Venture Capital Model
Investing in Features vs. Platforms in Early Days
Another Reminder on My Fragile Ego
Soft Stuff is the Hard Stuff: Loving Your Customer
Jack Freeman of Peakspan Capital on Thematic Investing within Growth Equity
Takeaways from Power Law (The History of Venture Capital)
DWP Investing Principles: Do Not Talk Yourself Into Doing Relationship Deals.
Does Anybody Else Have Shitty Deal Flow Besides Me?
John Mizzi of Vero Technologies on Launching a Fintech Lending Business and Underwriting Credit
Leveraging Social to Scale Intellectual IP
The Specialist vs. Generalist Investor- Who Outperforms?
Ryan Edwards of Prospeq on Becoming an Emerging Manager and Funding Underrepresented Founders
Three Attributes of the Most Successful VCs
Three Biggest Risks in Early Stage Investing in 2022
Connecting Founders and Paying it Forward
Gabe Cooper of Virtuous on Finding Product Market Fit and Scaling a Vertical SaaS Company.
DWP Did Dallas...and Saw Tons of Money
Dallas Bound and Institutional LPs (Are you in the IRR or AUM game?!)
DWP at LIFT AZ (Institutional Investor Conference)
Brian Parks of Bigfoot Capital on Early Stage Debt
Buffet Gloats, Public Markets Abysmal, and Craziness in the Private Markets
Great Reads on 2022 Valuations
Heading to San Diego to Deal Source and Network!
Bill Binch of Battery Ventures on Product Led Growth and Hiring a VP of Sales
Taylor Cavanah of PetDesk on the Challenger Sale and Defining Product Market Fit
The Problem with Seed Financings- "The Party Round"
Investing in Adjacent Possibilities
The Greatest VC Hack- Expert Networks
Justin Gray of Shift Paradigm on the Problems with MarTech
Q1 2022 Valuations Contracting
Why I Hate the Term "Coachable Founder"
Rei Carvalho of Wealth on Finding the Right Investor and Transitioning from a Founder to Investor
My Thoughts on Public vs Private Valuations for SaaS Companies in Q1 2022
The Massive Pull Forward of HR Tech.
Robert Pakalski of Datum Source on Space Tech and Raising a $4.6M Seed Round.
The Fallacy of Non-Market Terms.
Beware of Bull$%it Venture Fund Returns
Zach Ferres of Coplex on Startup Studios and Corporate Venture Capital
What the Hell is Going on Connectors!?
The Three Ways I Have Won Deals
Danny Loschiavo of Bold Leads on Bootstrapping a $30M SaaS Company While Combating Customer Churn.
Venture Madness '22, Homage to Oscar, and Weekend Reads and Listens
Structured Growth Equity - a Definition
Finding the Right Deal Is Frustrating
Slow Road to Product-Market Fit
The Real Real Reason I Prefer To Sit on Company Boards
3 Reasons Why SAFE Notes Can Ruin Your Company
My Investment Heuristics When Evaluating Founders
Financial Models for Early Stage Companies
What Mike Prince From Billions Taught Me About Investing
My Phone Addiction, Tech Markets, and Birthdays
Ooof- Nasdaq in Correction Territory
#StartupSD What an Incredible Trip!
Public Tech Re-Rating and Private Markets
Seed Investing Methodology in 2022
Three Non-Negotiable Founder Traits
2022 Predictions and Themes from my Annual Shareholders Letter