Published May 27, 2024

20VC: Why Seed is Systemically Broken | Why Pricing is Worse Than Ever and There is More Funding Than Ever | Benchmarks for Churn, Retention and Growth Rates - Good vs Great | Why Last Vintage for Private Equity Will Suck with Jason Lemkin

SaaS investor Jason Lemkin delves into the systemic flaws in seed investing and the venture capital landscape, challenges current market valuations, and outlines key growth and retention metrics that distinguish good startups from great ones, while forecasting a struggling future for private equity.

Episode Highlights

Topics covered

SaaS Investment Strategies
01
VC Market Analysis
02
Growth and Retention Metrics
03

Episode Highlights

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Dexa/Harry Stebbings

20VC: Why Seed is Systemically Broken | Why Pricing is Worse Than Ever and There is More Funding Than Ever | Benchmarks for Churn, Retention and Growth Rates - Good vs Great | Why Last Vintage for Private Equity Will Suck with Jason Lemkin

Topics covered

Popular Clips

Venture Expectations Today

Funding Dynamics

Efficient Burn Ratios

CTO Evaluation Insights

SaaS Market Insights

Seed Investing Challenges

VC Insights

Trust and Efficiency

SMB Software Challenges

Valuation Discrepancies

Pipedrive's Market Journey

CRM Competition Insights

Churn Rate Insights

Uncovering Portfolio Fraud

Episode Highlights

SaaS Investment Strategies

VC Market Analysis

Growth and Retention Metrics

Related Episodes

20VC Roundtable: NEW FORMAT: Why the Seed Investing Model is Broken, How to Make Money at Seed Moving Forward; Who Wins and Who Loses, Why Venture Value Add Platforms are BS and Failed and Why There Will be an IPO per Week in H2 2024

20VC: Why the Traditional Seed Fund Model No Longer Works, Why Multi-Stage Funds Investing at Seed Bring Signaling Risk but also Less Pressure, The One Criteria All Potential Sales Hires Need to Have and The Clear Signs of 10x Sales Hires with Jason Lemki

20VC: NEW FORMAT: Harry Stebbings on Why Seed Pricing is as High as Ever, Why Series A is the Best Place to Invest Today, Why Growth Founders Need to Reshape Expectations, Why M&A Windows Remain Shut and When Will IPO Windows Crack Open

20VC: The Memo: The State of the VC Market: Why Seed Funds Can't Invest in "Hot Startups" Anymore, Why Series A & B is Terrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Every VC Has More Fraud in their Portfolio with Jason Lemkin

20VC: Why Financial Models at Seed, $5M Seed Rounds & The Fear of Signalling Risk is all BS | Why Multi-Stage Firms Have Destroyed Seed & Who Wins and Who Loses in the Next 10 Years of Venture with Adam Besvinick, Founding Partner @ Looking Glass Capital

20VC: Jason Lemkin on Why Founders Do Not Care About Their VCs Anymore, Why Zoom Made Us All Worse Investors, Why 80-90% IRR Should Have Been Warning Signs and the Algolia Journey From Seed to $2.25BN Valuation

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20VC: Why It Is BS That You Never Regret Paying A High Price To Get Into A Good Company, Why There Are Only 2 Price Points That Work in SaaS and Why eSports Will Be Bigger Than Traditional Sports in 5 Years Time with Jason Pressman @ Shasta Ventures

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20VC: Index Ventures Partner, Mark Goldberg on The Questions Founders Must Ask A Multi-Stage Fund Before Taking Their Money At Seed, Why Most Angels Will Lose Their Money & Why We Will See Our First $100Bn Neo-Bank Shortly

20VC: Why Seed is Systemically Broken | Why Pricing is Worse Than Ever and There is More Funding Than Ever | Benchmarks for Churn, Retention and Growth Rates - Good vs Great | Why Last Vintage for Private Equity Will Suck with Jason Lemkin

Topics covered

Popular Clips

Episode Highlights

SaaS Investment StrategiesJason Lemkin, a leading SaaS investor, discusses the systemic issues in seed investing and the challenges of navigating competitive markets. He shares insights from his successful investments and the lessons learned from past mistakes.

SaaS Investment Strategies

VC Market Analysis

Growth and Retention MetricsJason Lemkin, a seasoned SaaS investor, shares his insights on evaluating growth and retention metrics in startups. He discusses the predictive power of the "L4M model" and the critical importance of achieving 100% retention in SaaS businesses.

Growth and Retention Metrics

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