Rachel Colson @Rachel_Colson

Partner @merritthummer spoke with @nmasc_ on @theinformation's TITV at #WTFSummit and covered what great investments look like today + how that differs from yesterday. Highlights: 📈 AI market pull has raised the bar for growth, making old playbooks obsolete. Two years ago: growing 2M-6M ARR was good. Today: top decile is $0M-$10M ARR and on track for $40M-$50M. 💕 Look beyond NRR. Average co today is growing faster with lower gross margins and lower-quality revenue than a few years ago. Need two layers: 1) Cos that have exec sponsorship and can win large contracts and 2) End users who love the product. Second piece is missing from some of the fast-growing cos today. 🧩 996 culture is here, but fundamental truths apply. The best recruiting strategy is to get the best people in the door and adapt to what they need vs mandating specifics. 🧱 Critical to build something that won’t get eaten by big tech or labs. Avoid likely paths (e.g. coding automation). Instead, ask: What are the vertical applications that are sizable and could produce big outcomes but narrow enough that big tech/labs won’t pursue it independently (ex: MaintainX has clear moat in manufacturing software) 🚦 Signals to ensure a major player likely won’t copy the startup: Distribution advantage? Access to proprietary data? Specific founder expertise to build a uniquely insightful product that a generalist couldn’t? youtube.com/live/2bRZ9Ie1P…

0 2 4 1K 0

View Details

Rachel Colson @Rachel_Colson

9 months ago

@jenny_chao Stoked I get to work with you! Cheers 🥂

1 0 0 18 0

View Details

Rachel Colson @Rachel_Colson

10 months ago

@allisonbraley I gotta take the layup every time

1 0 1 15 0

View Details

Rachel Colson @Rachel_Colson

10 months ago

For the outsiders, repetition doesn't spoil the prayer!

Allison Braley 🦊 @allisonbraley

10 months ago

Your brand has many audiences, but they also roll up into two key groups: Insiders + Outsiders. Insiders are believers. They're customers, employees, investors. They're your "base," to borrow a politician's lens. They know you and follow you closely. They want to see you

1 1 6 585 2

1 0 2 89 0

View Details

Rak Garg @rak_garg

10 months ago

You're in his DMs He's in my decagon We are not the same

Kate Clark @KateClarkTweets

10 months ago

New from me: There’s a cohort of AI startups that have never had to try to raise money. Instead, VCs are going to wild lengths to get their attention. One investor folded origami cranes into a mosaic of AI startup Decagon’s logo and hid a term sheet inside. Others are offering

48 55 782 294K 456

17 11 323 113K 66

View Details

Rachel Colson @Rachel_Colson

11 months ago

@Matt_Schulman1 Bless them!

0 0 1 25 0

View Details

Rachel Colson @Rachel_Colson

11 months ago

I hope these social teams are beaming right now! 😁

Rachel Karten @milkkarten

11 months ago

These are the best brands on social, according to Link in Bio readers. I created a document with over 340 responses to the question “What is one brand account you think exemplifies great social?”, organized by amount of mentions and industry.