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What I Learned Reading 1k Investor Reports

collabfund.com

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Re: What I Learned Reading 1k Investor Reports

#13

The virtue-signaling in this article is pretty intense. It's like somebody tested all the burritos in Silicon Valley and wanted to remind founders to wrap their burritos in foil and serve them warm. I mean, I'm sure there are founders who absent-mindedly deliver burrito bowls or the occasional tacos two days late. But near the end: > Never miss a date. (bold) The rigor of this commitment will have an outsized effect…

What is high quality in these few lines? I found it quite clear to follow, and it has value not just for investors but for founders, too. They are learning to summarize their month in a few clear lines. Isn't that the basics of communication?

Re: What I Learned Reading 1k Investor Reports

#14

Why is notion the tool all the cool kids seems to like for this stuff? (Serious question)

Just a guess, but I assume it's because of attractive UI/UX.

Notion templates, and general interface, guides people into presenting information in a fashion that doesn't follow the utilitarian manner and standard practices of business centric software like Microsoft Office.

Also, there's been a trend to "back to the basics" in information dissemination lately. Newsletters and static site generators have been making a comeback. In design, boutique firm architects I've spoken to have told me they've been moving away from fancy auto CAD renditions of projects to hand made watercolors and sketches. This unique approach has allowed them to bag contracts from under larger firms. In a way it mirrors the Arts and Crafts movement of the late 19th century as a reaction to industrialization.

Re: What I Learned Reading 1k Investor Reports

#15

Why is notion the tool all the cool kids seems to like for this stuff? (Serious question)

You can send a text email. But that’s not “professional” enough because it’s not about the text, it’s about presenting it.

So you can make a portal (ie: website behind auth) where you investors login to view their investors dashboard and update it regularly.

But that’s a lot of work and you barely have anyone in your “tech startup” that can setup such a thing.

Notion helps here because you can add all the gadgets you want but you don’t need to setup/host/code a website yourself.

Re: What I Learned Reading 1k Investor Reports

#16
Reminds me of Paul Graham saying that it was the founders he stopped hearing from (when he was running YC) that he started to worry about. The ones that stopped sharing were usually in trouble -- which is the time that has the most potential to be gained so investors can help.

Re: What I Learned Reading 1k Investor Reports

#17
I guess you have to keep it ultra brief in order to not contribute towards over bureaucratization of everything. If investors don’t ”help you” after half a year of sending these monthly, you might as well stop sending them? Perhaps a quarterly meeting face-to-face would be more productive then…

Re: What I Learned Reading 1k Investor Reports

#18

Why is notion the tool all the cool kids seems to like for this stuff? (Serious question)

It’s a nice mixture of text editor, wiki and low code app builder.

Plus, it communicates to investors, candidates and other outsiders that “we’re smart but too busy doing the important things to optimize our docs system.”

Five years ago Notion wouldn’t have communicated that, but it’s easier to reach for now so doesn’t signal too much thought about which tool. If that makes any sense.

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