Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
13 published records
01 / commitment
“From a formal, sort of post mortem evaluation process, we commit to reporting out to our CEO and CFO as well as the board every quarter.”
02 / belief
“We do this off all the time and if we’re approaching you with that mindset, like we’re in it together to figure out. Because the biggest reason people do that is because they’re in value optimization mode in the back of their mind, I think, I got to maximize value.”
03 / belief
“If you love that world, those are the folks that end up in banking and I have tons of respect for those guys because I think their jobs are really, really hard and they only get paid if things get done.”
04 / belief
“I think you guys even doing this podcast in this focus is, I think, filling a nice gap and need because it’s not something I spend a ton of time thinking about because at some point, it’s just sort of natural and it seems very fluid and relationship driven and not some big moment of, you know, “Hey, we’re for sale,” although those things do happen.”
05 / commitment
“I think we’re always finding if an entrepreneur feels like they want to get an NDA in place before they share some financials and things like that, we tend to try to make sure that we kind of have checkpoints like if we get someone who’s trying to sort of take a read on the market because they’re about to do a fundraising around, they just figured they better think about it and they want to talk a handful of people that are sort of the logical fits for that business and say they decide we’re one of them and then sort of check in with us, we will oftentimes do at least one call without an NDA where we just sort of say ‘tell us the story and we’ll go through that.”
06 / belief
“How do you do it?” Because everyone around the Valley is sort of saying that the ones you’re doing seem to be working and I think a lot of it is just the willingness to say no.”
07 / belief
“Whereas consumer platforms look at data and content as strategic assets that are sort of theirs and there’s a hybrid approach that I think you’re starting to see emerge in B2B businesses as well where customers certainly have their own data but they blend it with network level data from the technology providers as well.”
08 / belief
“As I said, I think one of the fun things about software and internet is it gives a lot of clay for all of us to play with.”
09 / belief
“I think the one last thing – and we’ve touched on this a little bit when we were catching up before the call – is that to me, if I had to pick one hallmark that gives me a sort of good positive early indicator that we’re on the right track is when I start to see through the back and forth and comparing notes on the strategy and the vision that this concept of accelerating the entrepreneur’s vision around where they’re going is there but that’s not the only thing.”
10 / evaluation
“Snapchat doesn’t have the global penetration that Facebook does so there’s plenty of opportunity to defend international turf there. But they very well should be afraid of Snapchat because of the engagement that they’re getting and it's the first place that people check and where a lot more activity happens in Instagram.”
11 / preference
“I’ve always felt like that’s critical to be combined in the same group because otherwise, it breeds a behavior that sort of feels like, “Hey, we're just responsible for banging out the deal.”
12 / preference
“If it’s like, “Hey, you got to fly down to LA in 2 days because the opportunity for this company is to meet with someone there,” doing that or if it's your marketing today or your product today, like all over the place and schedule changes all the time, but in my personal life I need to wake up at the same time and have the exact same morning routine every morning or else I’m not myself.”
13 / evaluation
“You’re not always closing, but you’re always racing because it takes time to build relationships and VC investors, as you point, the Suster blog post is great about needing to invest in lines, not dots.”