Anup Engineering.. those who are wondering

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The cold hard truth:

Why do companies like Quibi raise billions, while companies like Peloton get nothing?

Because fundraising is a GAME

And the insiders keep the rules to themselves.

Here are 100 tips the insiders don’t want you to see but will help you win the game:

1. You can’t play the game without nailing the basics.

There are 5 core ingredients to a startup pitch.

Most have 2.
Good ones have 4.
The best have all 5.

There\u2019s a lot of bad advice out there on how to pitch your startup.

Last year, I invested $1M+ and heard 200 companies pitch.

Every great pitch I've heard nails 5 ingredients.

In this thread, we'll go through each to help maximize your chances when fundraising

Let's dig in\U0001f447 pic.twitter.com/FBaUUWHz8L
— Romeen Sheth (@RomeenSheth) April 10, 2021

2. Now that you have a grasp of the basics, it’s time to level up.

Good news - most founders make the same mistakes as each other.

Bad news - these mistakes are really easy to make.

Here's what not to do:

0/ After evaluating 200+ startups this year, I've been in some awesome and not so awesome pitches.

Here are the top 10 mistakes I see Founders make that routinely derail fundraising \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 28, 2020

3. Ok so you told me what not to do.

So what should I do?

Read below.

0/ Last night I tweeted about the top 10 things Founders do that derail fundraising. It struck a chord. 2,500+ liked the tweet.

I got a ton of DMs asking the opposite question: \u201cWhat are the top things Founders do well when fundraising?\u201d

Here's my top 10 \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) December 30, 2020

4. We’re in a really unique fundraising environment right now.

It’s important to contextualize all these tips in the “here and now” of what’s going on in the landscape.

Raising money for startups is wild right now. I\u2019ve never seen anything like it.

Lots of Founders are wondering how to approach it and who they should partner with.

Here are 10 observations / practical tips I've shared with 100+ Founders in the last few months \U0001f447\U0001f447\U0001f447
— Romeen Sheth (@RomeenSheth) May 5, 2021

Dinesh Sairam
@Dinesh_Sairam

This thread is for investors or those who are interested in CDSL as an investment. Often the central reason quoted for an investment here is the gush of FCF the business produces and some float money also to boot. But this argument ignores a central problem as well. (1/11)

I completely agree that CDSL is a business that produces ample amount of Free Cash. So, it begs the question: "What are they doing with all that cash?" Generally, firms can utilize the cash on their books in 4 ways: Dividends, Acquisitions, Capex/Investments and Buybacks. (2/11)

CDSL does have a Dividend Payout Ratio of ~35-40%. But Dividends are the least efficient way of utilizing cash, due to the Triple Taxation on Dividends. More

Handled well, Inorganic Growth is so lucrative that some companies build their business models around acquisitions (Say, MSSL or Cyient). However, CDSL literally CAN'T be one such company. Read 7 (c) of the below regulatory document to know more:

https://t.co/071lwnnwJ4

(4/11)

CDSL can also reinvest cash into their own business, like most companies do. But CDSL (And most Exchanges) have little need for Capex/Reinvestment. CDSL's IPO came in at Rs. 523.99 Crores. Two years in, the Cash and Investments on their books stands at Rs. 650 Crores. (5/11)

Sneh Kagrana
@sneh_kagrana

The opportunity in US Equity Markets is huge and at the same time, it is getting easier for Indians to invest in the US markets.

Here is a summary of 10 companies I follow and what they do:

1/ Roblox:

$RBLX is a gaming platform where users can create games and monetize them by charging “Robux”. Kind of Youtube for Games. Users also spend money buying tickets to events, gaming avatars, etc.

DAUs: 42M
Average Bookings per DAU: $15.48
FCF (TTM): $518M
MCap: $50B

2/ Crowdstrike:

$CRWD, currently valued at $57B is a cybersecurity company. ‘Falcon’ is a cloud-native platform and uses AI to detect threats. Collects More Data - More Learning - Better Detection & Protection. It can protect your laptop as well as devices running on IoT

3/ Alibaba:

$BABA is a group of Chinese E-Com marketplaces and businesses. Its 2 primary marketplaces - TMall [like Amazon (B2C)] & Taobao [like eBay (C2C)], have 800M+ annual active users. Apart from this, it also has a Cloud business.

Mobile MAUs: 925M
Ecosystem GMV: $1.2T

4/ UiPath

$PATH aims at automating the mundane tasks at the workplace and thereby save on time and productivity. Say you have an invoice in PDF format, UiPath will read it and capture the date, amount, category etc and enter the data in your database.

ARR - $653M
MCap - $35B

ishmohit
@ishmohit1

The secret to understand competitive dynamics in gold finance is to focus on the player which has approvals from Rbi to set up more than 2000 branches and not the ones which are facing difficulties in expanding. You know who the real challenger to Muthoot will be

Prashanth
@Prashanth_Krish

@contrarianEPS @PortfolioYoga I was working with 10 year of Balance Sheet / P&L data, both IGL and Guj Gas don't have it, so missed out.

So here is a secret: Not everything I write goes anywhere. I have at least 4 books completely written and edited that never went on submission. I have books that stalled out at 20k. I have docs on my computer with opening paragraphs I don't remember writing. But! 1/

Every now and then an idea sticks with me like that corner of tortilla chip that just won't go down your throat. It happened with SPARROWHAWK, which began as 40k of a YA story, died, and was reborn as a comic, thanks to @christopher_j_r and @boomstudios. And now... 2/

It's happening with THE WILLOWS, a short story that you'll see in @UncannyMagazine next year. This Southern Gothic horror story began as an attempt to sell my next Romance to @AbZurdity after the Blud books in 2014 or so. And she didn't buy it. Guess why? 3/

Turns out, it wasn't a Romance! It was Southern Gothic Horror. Even the bones of it screamed strangeness, not sexiness. I loved the taste of the world, but I hadn't found the right story yet. Tried to write it 2 more times and failed. Until I finally understood what it was. 4/

So I took the 50 pages I'd written and cut half of them, twisting the story around from a gothy Romance inspired by the band the Civil Wars and turned it into a spooky descent into madness. And it looked back at me from the abyss as if to say, DUH. Sometimes... 5/

Robin Berjon
@robinberjon

Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇

It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha

I've read it so you needn't!

Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.

The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.

Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.