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Jason Lemkin

1 sources · 3 points de vue · 3 sujets

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Jason Lemkin sur acquisition strategy, seed fund sizing, venture fund strategy. Explorez 3 points de vue par thème, avec des éléments tirés de 1 source.

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acquisition strategy

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acquisition strategy

Jason’s argument that acquirers buy time

The article presents Jason’s argument that acquirers buy time, not only revenue or customers, allowing A-minus and B-plus companies to find buyers.

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Jason Lemkin·

20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO

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Jason’s general point: acquirers buy time, not just revenue or customers. That’s essential for venture to work, because it’s the only way A-minus and B-plus assets get bought. Rory flagged the board drama: the founder had stepped back, a hired CEO turned the business around, then the chairman replaced him and investors pushed back. The UK-style non-exec chairman model makes sense for mature public companies and none for venture-backed ones. When you have that much instability and someone offers to buy you, you hit the bid.
Ouvrir l’original · Paragraphe 69 (s’ouvre dans un nouvel onglet)Source du texte original (s’ouvre dans un nouvel onglet)
Jason Lemkin
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venture fund strategy

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venture fund strategy

Bessemer raised $5.75B, including a $1.75B seed fund; NFX shifted to GP-capital-only

Jason Lemkin reports Bessemer raised $5.75 billion (including a $1.75 billion seed fund), while NFX adopted the opposite strategy — investing only GP capital and taking no new LP money.

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Jason Lemkin·

20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO

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Bessemer raised $5.75 billion, including a $1.75 billion seed fund. NFX went the opposite direction, investing only GP capital and taking no new LP money.
Ouvrir l’original · Paragraphe 71 (s’ouvre dans un nouvel onglet)Source du texte original (s’ouvre dans un nouvel onglet)
Jason Lemkin
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seed fund sizing

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seed fund sizing

How larger seed rounds change Jason’s assessment of fund size

The article reports Jason’s view that, if a seed round is now $30 million, a $1.75 billion seed fund with reserves is not large; in that context, even $1 billion is beginning to sound small.

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Jason Lemkin·

20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO

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Jason’s read on Bessemer: it’s the same lesson Benchmark learned. Bessemer’s growth team scaled up and won. And if a seed round is now $30 million, a $1.75 billion seed fund with reserves isn’t large. Even $1 billion starts to sound small.
Ouvrir l’original · Paragraphe 72 (s’ouvre dans un nouvel onglet)Source du texte original (s’ouvre dans un nouvel onglet)
Jason Lemkin
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