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...
2 months ago • 1 min read
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...
3 months ago • 1 min read
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...
3 months ago • 1 min read
If you've ever struggled to move people toward a complex new idea, or if you just want to finally understand what it is that I do (like my parents), Or you just feel like watching something interesting … I finally had the opportunity to record a talk I’ve been piecing together for years. I had the pleasure of speaking to a group of scientist-entrepreneurs at Nest Catalyst - a Bay Area program supporting life science founders building companies in the biotech ecosystem. The talk is visual,...
4 months ago • 1 min read
There's a way to improve your startup by orders of magnitude in 10 seconds.Here’s what you do:Go to your email signature and add this to your title: CVO, Chief Visionary Officer. (You can keep your CEO title or replace it — I don’t mind.)Boom! You just made your startup more effective and drastically increased your chances of building a great product.By assuming the CVO title, you made something explicit that most startups leave vague: that there is a single source of intent in the system....
7 months ago • 1 min read
Most deep-tech pitches are weak due to confusion about the relationship between facts and narrative.At best, people aren’t sure what a narrative is. At worst, they think facts and narrative are opposites — that narrative is something you use when your facts are lacking. A simple scenarioImagine you meet someone and they treat you kindly. You note it as a fact. You might conclude: “This person is a good person.” Then later, that same person treats you poorly. Another fact. Now you have two...
9 months ago • 1 min read
No one knows what investors are looking for Not even the investors themselves.If they did, the whole process would look very different. Investors would just ask for the specific information, compare the answers, and make decisions quickly. But the investment process in deep-tech is long, iterative, and deeply human.That’s not to say investors aren’t qualified. Seasoned investors absolutely know how to invest to achieve the outcomes they desire - but they can’t give you a formula.Knowing how...
9 months ago • 1 min read
Deep-tech startups are building transformative technologies and care deeply about what they do - yet their ideas often get trapped behind layers of complex communication. A long vacation gave me time to dig into the root causes - and how we can do better. Here are a few short, easy reads from that reflection. The belief before logic manifesto What belief keeps deep-tech professionals from communicating effectively? Read more How clinging to logic is costing you A false belief is draining your...
9 months ago • 1 min read
A question arrived by LinkedIn, that you might find useful (edited for brevity): Hi Sagi, I’m still an undergrad, but I am already facing a challenge with fundraising for our solar race car initiative. Could you share your most important insight from designing tech investment pitches? Here's the response:Hi Harry, This is a big question but here's a thought to nudge you in the right direction: Think of pitching as answering one core question that investors have. You might assume that question...
about 1 year ago • 1 min read