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15 insights saved from this video by @business
  1. @business· How VCs Think

    Making many small inception‑stage investments produces portfolio returns because diversification cuts single‑deal risk and lets the fund concentrate follow‑on capital into the handful of winners that drive returns.

    Making many small inception‑stage investments produces portfolio returns because diversification cuts single‑deal risk and lets the fund concentrate follow‑on capital into the handful of winners that drive returns.
  2. @business· How VCs Think

    Paying for weekly meal‑prep can save money and improve health for busy founders because it replaces frequent costly takeout with a predictable, healthier routine that reduces overall food spend and decision friction.

    Paying for weekly meal‑prep can save money and improve health for busy founders because it replaces frequent costly takeout with a predictable, healthier routine that reduces overall food spend and decision friction.
  3. @business· How VCs Think

    Deep‑tech teams can sometimes commercialize much faster than expected because a technical breakthrough lets them build working prototypes and win early customers or partnerships that accelerate revenue timelines.

    Deep‑tech teams can sometimes commercialize much faster than expected because a technical breakthrough lets them build working prototypes and win early customers or partnerships that accelerate revenue timelines.
  4. @business· How VCs Think

    Fast, concise responses predict better future performance because they prevent blocking teammates and customers, showing a founder’s operational discipline and low coordination friction.

    Fast, concise responses predict better future performance because they prevent blocking teammates and customers, showing a founder’s operational discipline and low coordination friction.
  5. @business· How VCs Think

    Inception‑stage deal sourcing is often mispriced because many traditional VCs lack the in‑person infrastructure and economics (e.g., 2‑and‑20) needed to underwrite very early founders, so they wait for others to de‑risk companies and valuations stay low.

    Inception‑stage deal sourcing is often mispriced because many traditional VCs lack the in‑person infrastructure and economics (e.g., 2‑and‑20) needed to underwrite very early founders, so they wait for others to de‑risk companies and valuations stay low.
  6. @business· How VCs Think

    Delaying investment to observe founders working in person increases equitable selection because evaluators can judge real execution, collaboration, and resilience instead of relying on résumé signals that encode bias.

    Delaying investment to observe founders working in person increases equitable selection because evaluators can judge real execution, collaboration, and resilience instead of relying on résumé signals that encode bias.
  7. @business· How VCs Think

    Focusing on the founder over the initial idea improves odds of success because strong founders iterate and pivot rapidly, discovering better business models when the first idea fails.

    Focusing on the founder over the initial idea improves odds of success because strong founders iterate and pivot rapidly, discovering better business models when the first idea fails.
  8. @business· How VCs Think

    Being surrounded by peers in the same founder phase increases persistence because seeing others endure and make progress reduces loneliness, provides social proof, and sustains motivation through hard stretches.

    Being surrounded by peers in the same founder phase increases persistence because seeing others endure and make progress reduces loneliness, provides social proof, and sustains motivation through hard stretches.
  9. @business· How VCs Think

    Frontloading fees for an inception program makes sense because charging up front funds the intensive, hands‑on support that generates most of the program’s value early on.

    Frontloading fees for an inception program makes sense because charging up front funds the intensive, hands‑on support that generates most of the program’s value early on.
  10. @business· How VCs Think

    The people you hire define the company because each hire models behaviors that are copied downstream, so low‑bar or toxic hires replicate patterns that degrade culture and performance across teams.

    The people you hire define the company because each hire models behaviors that are copied downstream, so low‑bar or toxic hires replicate patterns that degrade culture and performance across teams.
  11. @business· How VCs Think

    Founders should do the early hands‑on work themselves because personally running customer conversations and experiments reveals the repeatable signals that later hires can scale, rather than forcing hires to search for product‑market fit.

    Founders should do the early hands‑on work themselves because personally running customer conversations and experiments reveals the repeatable signals that later hires can scale, rather than forcing hires to search for product‑market fit.
  12. @business· How VCs Think

    A residency converts aspiring founders into actual startup founders because co‑locating many founders lets them experiment, observe each other's execution, form teams through real interaction, and commit based on working chemistry rather than resumes or promises.

    A residency converts aspiring founders into actual startup founders because co‑locating many founders lets them experiment, observe each other's execution, form teams through real interaction, and commit based on working chemistry rather than resumes or promises.

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