Aditya Singh (@allin_adi) 's Twitter Profile
Aditya Singh

@allin_adi

Pre Seed/Seed VC @ All In Capital

ID: 1295662130033618944

linkhttps://allincapital.vc/ calendar_today18-08-2020 10:01:49

16 Tweet

479 Followers

229 Following

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If your pitch deck needs 12 slides to explain your product- You don’t need a designer. You need to talk to your customer more.

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Maybe it’s a problem. Or maybe Indian founders just stopped waiting for validation from across the ocean. From 43 → 4 startups per cohort. Maybe we're finally building for India, from India. And maybe that’s the point.

Maybe it’s a problem.

Or maybe Indian founders just stopped waiting for validation from across the ocean.

From 43 → 4 startups per cohort.

Maybe we're finally building for India, from India. And maybe that’s the point.
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No salaries at The Good Glamm Group for 2 months. But didn’t they just get ~₹150Cr from selling Sirona back to the founders? Where did that cash go? Debt clean-up? PR clean-up? Something else? Sad to see a well-known unicorn now struggling with payroll...

No salaries at <a href="/GoodGlammGroup/">The Good Glamm Group</a> for 2 months. But didn’t they just get ~₹150Cr from selling Sirona back to the founders?

Where did that cash go?
Debt clean-up? PR clean-up? Something else?

Sad to see a well-known unicorn now struggling with payroll...
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Went to a PVR yesterday. It was EMPTY. On a long weekend. Prime time show. Still empty. If I were the CEO of P V R C i n e m a s, I’d be worried. If I were the CRO of BookMyShow, I’d be terrified. Empty halls = No FOMO No FOMO = No advance bookings No scarcity = No reason for BMS No

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If I had to start a pre-seed VC fund today… I wouldn’t start with LP decks or a fancy thesis. I’d just start helping founders. Because most VCs at this stage aren’t actually helpful. - They don’t answer WhatsApp texts. - They don’t help you close that hire. - They don’t pick

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Correct me if I’m wrong: But most of the GenZ startups are just group projects where one person does all the work, one person presents to VCs, and the rest update their LinkedIn bios every 3 months.

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A founder I know told me they had raised a ₹12 crore round. But the structure was tranche-based, tied to certain milestones. They received ₹3 crores upfront and assumed the rest would follow. With that in mind, they started hiring, scaled ops, and increased burn by ₹20- 30

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Everyone wants to work in VC. But very few know how VCs actually make money. It’s mostly 2 things: → A fixed 2% annual management fee → A 20% cut of the profits (aka carry) So, say a VC raises a ₹100 Cr fund: → 2% fee = ₹2 Cr per year → Over 10 years = ₹20 Cr total

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As a VC, hate to say this but so many founders are killing themselves trying to get their investors a return…on a company that investors have already written off internally.

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Most founders act like they suddenly need money and they show up to a VC with a random deck expecting a yes. And then they complain - why is no VC replying to my emails? But if it was your money, would you invest in someone you barely know, with no context or history? Probably

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Fundraising is tough - for founders. Fundraising is tougher - for VC’s. Let me explain. Founders need 1 yes for a 15-20 cr fundraise. We, VCs need 50.

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“Founder paise le raha hai toh usse daba do” - this attitude needs to die. In India, we’re wired to negotiate hard. We want the best deal. It’s in our DNA. But sometimes, that mindset creeps into the venture capital world and we forget we’re not buying a fridge. We’re backing