Capital Chronicles #9

A playbook for value creation, a European perspective on AI, scaling GTM with Insight Partners and the state of the cloud with BVP

Capital Chronicles #8

Getting ready to be a public company, demystifying the ERG ratio, and lessons on startups, VC and life with Keith Rabois

Capital Chronicles #7

5 CFO learnings from scaling $10-100m+ ARR, the Rule of X, a liquidation survival guide and castles in the cloud

Capital Chronicles #6

Benchmarking your R&D spend, the eight qualifying criteria that matter most, and finding extreme product market fit with First Round Capital

Capital Chronicles #5

Why investors care so much about LTV:CAC ratios, the Rule of 56789 for revenue growth, and attracting your ideal customers (not a broad universe)

Capital Chronicles #4

The product metric everyone needs but can’t define, David Sacks pitting VC against PE, and hunting for centaurs (not a unicorns)

Capital Chronicles #3

The founder’s dilemma, ‘through-the-cycle’ exit multiples and distilling 25 years of Bill Gurley’s knowledge into one, easy-to-read document

Capital Chronicles #2

Commoditising your complement, scaling revenue to $100m and maintaining leadership in uncertain times

Capital Chronicles #1

Navigating the idea maze, converting cash into revenue, and frameworks for building enduring, mass-market products

Welcome to Two by Two!