Deep Dive: Getting Funded with Jason Jason Lemkin Founder & CEO @ SaaStr
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SaaStr Europa 2024
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Deep Dive: Getting Funded with Jason Jason Lemkin Founder & CEO @ SaaStr
- 1. VC Fundraising Workshop Jason Lemkin Founder & CEO SaaStr It’s the Same but Different
- 3. VCs Mostly Still Hunting Decacorns In 2021, “easy” to see in SaaS In 2024, “easy” to see in AI vs
- 4. 100x ARR Back … For Subset of AI
- 5. Why AI is Already Big $$$
- 6. Best of Best Still There in SaaS Now that we know it can be done (SaaS Decacorns) … so … Big Funds flooding winners with capital
- 7. How a $2B Fund Makes Money A $2B fund is what it takes to write a Series B check today Even 4 unicorn cash exits not enough for $2B fund
- 8. Seed Funds Crunched on Ownership A $100m seed fund even with 3+ $1B exits can’t make money with 5% ownership That’s really 10% though at seed (50% dilution profile)
- 9. VCs Investing, But Stress in System
- 10. Big Funds Tripling Down on Winners Big Funds flooding winners with capital Capturing a lot of headlines, but later stage overall still slow — outside of AI
- 11. Yes, Come to SF Bay to Raise VC $$$
- 12. Growth is Still King -- NOT Profits Efficiency only matters: - Run up to IPO - If can’t raise more money Otherwise, VCs don’t really care if profitable or that efficient … if growth is epic
- 13. Triple Triple Double Double Still Rules Many B2B startups have seen growth slow, but not all Still need “T2D2”, or ideally, “T3D2” to get to $200m+ ARR, growing 40%, in 9-10 years or less
- 14. Growth Slowed? Cry Me a River 80%+ of VC-backed startups not growing fast enough anymore to raise another round Be very self-aware here
- 15. Growth Slowed? Cry Me a River 80%+ of VC-backed startups not growing fast enough anymore to raise another round Be very self-aware here
- 16. Calling Yourself “AI” (Probably) Isn’t Enough
- 17. B2B2C, Vertical, Security: No Downturn
- 18. B2B2C: Bounced Back Fast
- 19. Stress Will Remain Where Multiples Are Low
- 20. A Tale of Three Worlds
- 21. Thank You!
- 22. VCs Probably Too Optimistic on M&A
- 23. AI: But Where is Budget Coming From? Other Apps, Budgets In Many Cases Being Cut to Fund AI Why? Huge Efficiency Promises
- 24. IPO Market & Multiples Still “Meh”
- 25. Thank You!