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Startups move forward as investors, champions, and talent choose to commit to their mission. But they struggle to accept the conditions under which that commitment must be earned. Startups waste resources trying to turn evidence into certainty, as if enough of it will eventually add up to proof. It won’t. For instance, there is no way to know in advance that an investor’s money will be better spent on your startup than on any of the other 99 startups they meet. This is baked into the startup model: Imagine having to start every high-stakes interaction with a disclaimer: "Every fact you are about to hear is true. None of them can guarantee that the future I describe will come to pass." Only once you accept that disclaimer do you begin to see the real game. If commitment cannot rest on certainty, it must rest on conviction: the ability to navigate uncertainty while bringing others along. Here’s the thing: We think we build startups to scale technology. Yours, |
I share short, partly visual emails, crafted through my lens as a creative director in deep-tech. Join me for insights on effective communication, marketing, design, psychology, and the philosophy of value.
Ask a founder why their solution is valuable, and the conversation often drifts toward money. I get it. Unlike value, money is objective, tangible, and measurable. But notice the circularity hidden in that reasoning. Why is my solution valuable? Because it will make money. Why will it make money? Because it does something valuable. That confusion is why so much investor communication feels like noise with little signal. Here's the thing.. Value and money are not the same thing. Value is the...
There are certain words that, as soon as you utter them, investor attention spikes. These words are not what you’d expect. They’re not buzzwords like “artificial intelligence” or “cybersecurity.” Nor are they money words - ARR, traction, or revenue to date. The magic words are: “Imagine you are…” Founders think they need a big story so they build their pitches almost entirely from abstractions and generalizations: The Problem, The market, the unmet need, the solution - trying to extract value...
In the previous newsletter, I shared a talk I gave at Nest Catalyst about investor pitching. That first talk focused on the mindset behind pitching complex ideas. This second talk is more practical. It focuses on how to approach shaping your pitch - through principles and examples. The last five minutes are especially practical: an easy framework to help you craft your narrative. This was quite challenging. After years of doing this work, a lot of it has become intuitive. Breaking it down to...