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Sean Stuart
Sean Stuart

221 Followers

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Nov 30, 2022

How Big VCs Have Ruined Software

The worst kept secret in investing is that software companies are great businesses. While everyone knows that they are high margin, infinitely scalable, and iterative, they are also cheap to start, which is the part we seem to have forgotten. Venture capital is to blame. Record amounts of capital flowing…

Venture Capital

6 min read

How Big VCs Have Ruined Software
How Big VCs Have Ruined Software
Venture Capital

6 min read


Published in

Startup Stash

·Oct 26, 2022

The Three Worst Types of Questions

The average child asks about 73 questions a day, while the average adult asks about 20. Asking questions seems to be one of the few skills that we get progressively worse at as we get older. Some might disagree and suggest as we know more, we ask fewer questions. But…

Venture Capital

6 min read

The Three Worst Types of Questions
The Three Worst Types of Questions
Venture Capital

6 min read


Published in

Aura Ventures

·Oct 5, 2022

Investment Notes — Zenphi

Sometimes a product demo comes along that is so good, it feels like you have been told a secret about the future. We are excited to announce our lead investment into Zenphi’s Pre-Seed financing round to share that secret with the world. …

Venture Capital

4 min read

Investment Notes — Zenphi
Investment Notes — Zenphi
Venture Capital

4 min read


Published in

Startup Stash

·Sep 6, 2022

VC Guide to Market Sizing

Markets are a fairly ancient concept but sizing them is not. VC: Your market is not big enough. Founder: Wait, but a million people will want it… VC: Yeah, but they will only ever pay $100 each. Founder: What’s wrong with that… VC: Quick recap: a market exists when there…

Venture Capital

5 min read

VC Guide to Market Sizing
VC Guide to Market Sizing
Venture Capital

5 min read


Aug 1, 2022

Go-to-moat

Competition on the internet is savage. Any idea that smells like money will have all sorts of organisms attacking it. There are: The old way of doing things A genuine competitor team from somewhere else in the world that started at a similar time Direct clones — ones that pop…

Venture Capital

5 min read

Go-to-moat
Go-to-moat
Venture Capital

5 min read


Published in

Aura Ventures

·Jun 8, 2022

Climate Tech Overview

In 2015, U.S. Senator Jim Inhofe brought a snowball onto the Senate floor to disapprove the existence of climate change. In the seven years that have passed, public consensus about climate changed has shifted considerably. …

Climate

6 min read

Climate Tech Overview
Climate Tech Overview
Climate

6 min read


May 31, 2022

How do VCs invest?

Early stage investing is much simpler than early-stage company building. A founder has no option value, they are dealt one hand and must make it work. Investors see many hands and have the luxury of waiting to bet big for the right set of cards. This means investors evaluate companies…

Venture Capital

6 min read

How do VCs invest?
How do VCs invest?
Venture Capital

6 min read


Apr 20, 2022

Google vs You

David and Goliath pretty much own the underdog franchise. People can’t get enough of the small shepherd taking down a gargantuan warrior with only a slingshot. It satisfies our innate itch for the little guy to overcome impossible odds. But as Malcolm Gladwell points out, the myth is somewhat misunderstood…

Venture Capital

5 min read

Google vs You
Google vs You
Venture Capital

5 min read


Mar 8, 2022

How to not waste time fundraising

For founders, pitching venture capitalists can sometimes be as frustrating as going to the dentist. At the dentist, they prod inside of your mouth with an arsenal of tools and make judgemental comments about your dental hygiene. But the 30-minute appointment is short, sharp, and only happens every 6–12 months. …

Raising

6 min read

How to not waste time fundraising
How to not waste time fundraising
Raising

6 min read


Published in

Aura Ventures

·Jan 30, 2022

Web3 Infrastructure Thesis

In January 2000, nearly 12 out of the 61 prime time ad slots for the Superbowl were for dot-com companies. Many were going public before even making a profit. Price to earnings ratio reached 200 for the Nasdaq Composite Index. It was the peak of the dot-com boom. Venture…

3 min read

3 min read

Sean Stuart

Sean Stuart

221 Followers

Writing about VC, Tech & everything in between

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