Love to see this, a lot of time put into this thread to create a framework for thinking about competition ⭐️ 🧵 👇

Founders, this is a real thing. Have seen many small exits that make founders wealthy, and big exits where founders get surprisingly little. know your path, do your math.

Who is this generation’s Michael Stipe? He was so odd and obtuse and Gen X loved him for it.

Unlike slide decks, cold emails/DMs have gotten 0% better in the last decade 📧 💩 They may have actually gotten shittier 🤔 Why?

Video meetings are great and all, but breaking bread with founders and swapping stories is still magic ✨

I’ve invested in like 70-something SaaS companies and the number of times that I’ve taken an hour to explain what Jason ✨👾SaaStr.Ai✨ Lemkin has explained in a 10 min blog post is 🤯 innumerable. Srsly founders, just read that shit like it’s your job.

FTX shenanigans giving new meaning to crypto being “trustless” rn

Aged well 🍷 🧀

Just made #angel investment #100. Excited to formally back Melissa Withers Allan Tear RevUp Capital!

Years ago, Melissa Withers and I fell 😻 with David’s give-first, no bullshit approach to founders and the startup community. Having him as an investor in RevUp is a true highlight 💫

Meeting founders at #BlackTechWeek in Cincy. Ready to write some checks! Revupfund.com

A new era in startup funding is coming. Founders will couple the growth of select VC with the durability of bootstrapping. Less capital, more self-reliance. It will liberate founders from the VC hamster wheel to build better. Raise Less, Build More: trohan.com/2023/08/20/rai…

aaaand looks like I've got to light up the ol' X account since I'm back on the road again for RevUp Capital HMU at SaaStr Summit, Boston Generative AI Meetup, Business of Software Conf (in NC this yr!), and more We're spreading the cash around for #revenuefirst startups

As the SaaS market matures, revenue-first startups are more prevalent, more scalable, and are creating better founder outcomes. Let’s talk revenue growth and how to fund it at #SaaStrsummit this week. Calendly.com/allantear

What’s up West Coast! Show us what’s good at #saastrsummit Checkbooks are open… #revenuefirst revupfund.com/blog/saastr-he…

Listening to David Sacks and Jason ✨👾SaaStr.Ai✨ Lemkin at SaaStr Annual predicting mortality rate of seed co’s will be 80% for a while (up from 20% the last few years). Series A crunch settling in hard according to them.

First 💡 ⚡️ idea so far at #saastr2023 Capchase has launched Capchase Pay, a buy-now pay-later solution for SaaS. Enables SaaS companies to offer monthly subscription payments while preserving annual pricing. Free up to $250K ACV

Kudos to the SaaStr Annual team for the # of women and POC speakers sharing the stage at #SaaStr2023. You put your back into it, and it shows. 👏