What actually matters in building your career? What is the best place to start? How do you navigate this? 
I have had many conversations with young people over the years on this subject, and I am happy to share some insights here. 

Startup valuations get discussed like baseball player stats, but they're much less well-defined. When primary capital is at stake, the calculations are different. Happy to share here some of those nuances and how founders and investors should approach startup valuations. 

Check out the fundraising framework here https://verissimo.vc/resources-for-founders

Startup success stories are usually stories of unique circumstances and personalities - each one like a snowflake. 
Startup failures fit into a handful of categories. That's what we're talking about today. 
Companies with high potential that avoid the pitfalls are the ones that find success - either small, medium or large. But if you can't avoid the unforced errors, you haven't even given yourself a chance! 

We are amidst yet another swing of the pendulum when it comes to the software vs. services debate. Is it possible to have high value, low touch software? Are we better off just offering high end consulting services using custom tools? 
I am excited to share my conversation with Gabi Steele, CEO of Preql who has done both as she discusses the opportunities and challenges presented by the current array of AI tools in the data space. 

Legendary Silicon Valley episode illustrates this question so well, I just have to leave it here: https://www.youtube.com/watch?v=BzAdXyPYKQo
(Contains expletives). 
How are startups valued pre-revenue? Is it better to stay in that zone as long as possible? 

Happy to share a discussion with Yaakov Carno, founder of Valubyl, which is a leading PLG consulting agency focused on the specific bottle neck of user activation. He shares stories from the trenches of working with dozens of companies and helping navigate their product and growth optimization. 
Follow Yaakov on social media to get his latest tips and ideas on how to maximize user activation: https://www.linkedin.com/in/yaakov-carno/
https://www.valubyl.com/

Is ARR dead with the advent of AI companies? Do we even know what ARR is? Why does it matter? Why is everyone so confused about it? 
Nerding out on tech finance finance, yet again. 

related posts: 
https://docs.google.com/presentation/d/1CUxLWt16Ky5eulArPm4cTSubkZWQ8rkBDPVZWHwJxUU/edit
https://alexoppenheimer.substack.com/p/inventing-arr
https://alexoppenheimer.substack.com/p/calculus-in-saas  

Want to be the next $50Bn startup? Maybe... maybe not. 
How the economics change the reality on the ground, even at the early stage. 
Subscribe to our monthly updates here: https://verissimo.substack.com/

Today I discuss the painful reality of venture: investors are wrong a lot. They lose money. But are all mistakes created equal? Or is there a better way to be wrong. I dive in here to review a market take that I had ~3 years ago to see how things have developed in the market and in my one portfolio when it comes to the less fortunate situations in early-stage investing. 

As always, feel free to reach out with feedback or questions. 

Original piece here: https://alexoppenheimer.substack.com/p/expensive-options-and-losing-big

In this episode, I break down the Financial Operations Flow. This is targeted towards CEOs (CFOs can also listen if they want), to help business leaders better understand how to quantify the resource allocation they need to be doing all the time. 
Every business needs a digital twin... Good news: for most of them, Excel is a sufficient tool to have a huge impact - it just needs to be used correctly. 

Original post here: https://alexoppenheimer.substack.com/p/the-finops-flow