9 Comments
Feb 9, 2023Liked by Nikhil Basu Trivedi

I loved this post too for your focus on the key concept and boiling it very simply and concisely. This reflects my views as a CEO.

What more could the post have to give it that extra oomph so I could directly copy share to my team and they’d get viscerally the concept? I am not sure what the solution is, maybe an example and a counterexample or good/bad P$L and what happened, not the actual PL statement since that can get tactical and boring, but maybe a simplified real story to illustrate and saying what happened to each company. I’ve been a believer in using stories and analogies to send messages home (learned it from Maria CEO of Syndio) and trying to do that more.

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Thanks so much Laura. Yeah, I struggled with how to give more tangible examples for this one, because every fundraising story, company, and P&L is unique... But I'll think on it (and future posts) with that lens of how to make it more valuable for the "directly copy share to my team" use case!

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Super interesting

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Interesting insights!

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Feb 10, 2023Liked by Nikhil Basu Trivedi

Clear, Concise, Precise.

In a few words you have described what matters and what matters most today.

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Love this post! Agree completely and I would add that a lot of companies also think investors want to hear a certain story when their P&L says a completely different story. Don't say you're building a PLG gtm and product when your P&L shows a business that is clearly more of a top down model. Instead match the story of your product to the story of your P&L. You can say you're testing a hypothesis on PLG and that will cost x amount of future spend but otherwise people will just completely pass over the round because the story and P&L don't match!

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Great point. It is a huge issue when the narrative and the P&L don't match, especially in today's environment.

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I agree fully -- but the balance sheet tells you where the story ends!

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Such a great post - thanks for the highlights here.

Would be interesting to see a few pre or post money P&Ls during the era of “invest in the team and concept” for a part 2 follow up.

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