Re:Show HN: Database of every VC investment memo
by welder on Tuesday February 07, 2023 @09:38AM
(#34693306)
I searched but don't see some startups that raised series-A. That means their investors didn't publish a public memo? Good question to add to an FAQ if you have one.
Re:Show HN: Database of every VC investment memo
by kjam___ on Tuesday February 07, 2023 @09:46AM
(#34693412)
Yep that's right! It currently tracks about 50 top global VCs and adding more each day, but most likely the investor didn't publish a public memo. Good shout re: the FAQ will look to add.
Re:Show HN: Database of every VC investment memo
by kjam___ on Tuesday February 07, 2023 @10:32AM
(#34694085)
Fair. We currently capture the top VCs, and adding more each week. Typically it's only the big VCs who publish these memos. But you're right to call this out so we updated the title :)
Re:Show HN: Database of every VC investment memo
by troydavis on Tuesday February 07, 2023 @09:00AM
(#34692794)
Neat. If an RSS feed of new memos existed, I'd subscribe.
If an RSS feed already exists, consider adding the feed URL to the site header so that visitors can use "RSS auto-discovery" - https://www.rssboard.org/rss-autodiscovery. And thanks for creating this.
Re:Show HN: Database of every VC investment memo
by SnoJohn on Tuesday February 07, 2023 @10:07AM
(#34693723)
Sorry to quibble, but these aren't investment memos. They are PR statements announcing an investment. An investment memo is an internal document that lays out a business model, a competitive analysis, a risk assessment, the reasoning behind investing or not, and how it should be valued.
Really nice site though. Well designed and works smoothly.
Re:Show HN: Database of every VC investment memo
by kjam___ on Tuesday February 07, 2023 @10:23AM
(#34693969)
Yep, you're right these are the public investment notes the VCs share which will definitely have a positive PR spin to them. But it can still give some helpful insight into the thesis behind their investment.
Re:Show HN: Database of every VC investment memo
by civilaircraft on Tuesday February 07, 2023 @11:02AM
(#34694446)
Absolutely there's value here and it's a great site - kudos! Just would be helpful if you changed the wording as "investment memos" are actual documents in the investment world that these are not (would be similar to calling a product announcement a "product manual").
Re:Show HN: Database of every VC investment memo
by PragmaticPulp on Tuesday February 07, 2023 @10:44AM
(#34694229)
I agree. The website is well done, but it’s a database of press releases. The press releases are designed to be advertisements for the company, which will inherently hide a lot of the valuable nuance that internal investment discussions cover.
Re:Show HN: Database of every VC investment memo
by im_down_w_otp on Tuesday February 07, 2023 @10:53AM
(#34694335)
Yes, it would be nice if the title could be updated to reflect that they're fundraising announcements/PR.
Those are intentionally extremely flattering and very shallow. They're almost the polar opposite of what goes into the investment memo, which is a much more complete, honest(-ish), and sober distillation.
Re:Show HN: Database of every VC investment memo
by civilaircraft on Tuesday February 07, 2023 @10:10AM
(#34693767)
These are just the VC investment announcements - I was hoping to see the actual investment memos which delve into the analysis of the market, product, business model, technicals, team, risks, etc. (which I would be surprised if they were made public at all). Although over the last few years, I wouldn't be surprised if a lot of vc firms didn't really do in-depth investment memos...
Re:Show HN: Database of every VC investment memo
by japanesejay on Tuesday February 07, 2023 @10:16AM
(#34693855)
Great idea! Thank you for putting this together. I’ll have to dig deeper but the first two randomly selected companies had an announcement of their investment and not a formal investment memo that would be submitted to their IC. However it’s very interesting to understand the investors perspective at the time of their participation.
Re:Show HN: Database of every VC investment memo
by kjam___ on Tuesday February 07, 2023 @10:25AM
(#34693987)
Yes that's right these are the public memos they publish (not the memos they take to IC). It will have a PR spin to it, but it does still provide some insight into their thesis.
1. The use of AI in sales email coaching: Lavender uses AI algorithms to score emails and suggest edits, as well as generate a personality profile for prospects.
2. Strong team with deep understanding of end users: The co-founders of Lavender have a strong passion and focus in sales, and have designed the product with deep understanding of its end users, sales development representatives and account executives.
3. Strong customer love and community: Customers have seen significant increases in cold email conversion, booking more meetings and reducing email creation time. Lavender has built a tight-knit community of sales leaders and SDRs, with customers even getting tattoos and recording music for the company.
Re:Show HN: Database of every VC investment memo
by say_it_as_it_is on Tuesday February 07, 2023 @12:14PM
(#34695562)
trying to learn better prompting..
What steps did you take to produce this? I got something drastically different from ChatGPT when I copy-pasted the entire page and said "summarize this: <paste>" followed by prompt 2: "summarize this in bullets"
If an RSS feed already exists, consider adding the feed URL to the site header so that visitors can use "RSS auto-discovery" - https://www.rssboard.org/rss-autodiscovery. And thanks for creating this.
[1] https://www.sequoiacap.com/feed
[2] https://a16z.com/feed
Really nice site though. Well designed and works smoothly.
Those are intentionally extremely flattering and very shallow. They're almost the polar opposite of what goes into the investment memo, which is a much more complete, honest(-ish), and sober distillation.
- https://www.alexanderjarvis.com/doordash-venture-capital-inv...
For example pass the text from https://www.vcinsights.co/memos?recordId=recu0WgZCKeNxjVpf to chatGPT and get the following summary:
What steps did you take to produce this? I got something drastically different from ChatGPT when I copy-pasted the entire page and said "summarize this: <paste>" followed by prompt 2: "summarize this in bullets"