Andre Retterath
Author of the Data Driven VC newsletter and GP at Earlybird Venture Capital.
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
“Lots of this data has become broadly available via providers such as Harmonic, Evertrace, and others. There's little value in rebuilding the scraping and pipelines. Focus should be on scoring to match your fund focus with highest probability of success opportunities.”
Source→“The traditional Act I harbor (a niche to reach $10-50M ARR before building adjacencies) now functions as a constraint. As software engineering costs drop, building Act I and Act II simultaneously is no longer unrealistic.”
“This year your fund will buy roughly the same AI as the fund that beat you on your last term sheet. Same frontier model, same sourcing platforms, same enrichment layers, same chat box. The capability you are paying a premium for is quietly becoming the capability everyone has.”
“At Earlybird, we have an internal wiki that contains majority of our process, assessment, deep dive, post-mortem, and other knowledge.”
“In our DDVC Slack group, we started collecting and curating VC-related skills, and made it available with our partner OverDrive here: https://www.vcskills.com/”
“This is exactly the split showing up in the data for our upcoming DDVC Landscape.”
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
“The frontier is now repricing itself every six weeks, and any thesis built on a static capability assumption is already stale.”
“Participants: Andre Retterath”
“Due to my own involvement in Aleph Alpha, I can't comment beyond the press announcements.”
“Participants: Andre Retterath”
“Eight of the fifteen companies attack regulated, legacy-software verticals (ERP, procurement, lending, insurance, SAP environments, home care), replacing systems-of-record workflows with AI-native software.”
“Instead of ranking startups case by case via different growth signals, we unify all dimensions into a single metric: investor interest measured by the number of investors visiting the respective stealth/startup profiles on the Harmonic platform. This is a unique scoring you won't find anywhere else!”
“The pattern: pick an industry where Workday, SAP, or Oracle still rule, then automate the human layer sitting on top.”
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.