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Don't Talk to Corp Dev

paulgraham.com

21–30 of 209 posts

Re: Don't Talk to Corp Dev

#21

I think anyones answer to "Do I want to sell my company right now?" is mostly going to be "It depends, what's the offer?" There are of course circumstances where people absolutely do not want to sell their company, but for the rest of us... it depends.

Does it still depend if finding out what the offer is will derail you for 3 months and almost certainly result in an unsatisfactory answer (or worse)?

I think that's his point: In theory you might like to know the answer, but in practice unless you are in a very strong or very weak position (and know it), you shouldn't let yourself be distracted this way, as it is incredibly unlikely to be worth the time.

Re: Don't Talk to Corp Dev

#22
post #15
post #9

I once worked for a company that was acquired - the founder wanted to cash in on his success and retire early. In the first all-company meeting after the closing, the CEO gloated over how cheaply he was able to get us. That was really grating. The advice about watching for unsavory tactics is spot on.

He gloated like this with you in the room? I'm only a little shocked... not that he'd gloat, but that he wouldn't think about the effect this might have on the morale of his new hires.

He was back at HQ, and we were watching remotely. But the effect was the same.

Re: Don't Talk to Corp Dev

#23
post #15
post #9

I once worked for a company that was acquired - the founder wanted to cash in on his success and retire early. In the first all-company meeting after the closing, the CEO gloated over how cheaply he was able to get us. That was really grating. The advice about watching for unsavory tactics is spot on.

He gloated like this with you in the room? I'm only a little shocked... not that he'd gloat, but that he wouldn't think about the effect this might have on the morale of his new hires.

Maybe in their head they thought of it like

"oh you all are great I can't believe I just had to paid X for this/you, it was totally a steal!"

Re: Don't Talk to Corp Dev

#24
post #7

Great essay. I'm at an earlier stage than PG's target audience for this -- still bootstrapping but experiencing 20-30% month/month growth and getting ready to go that next step (probably seed). At this stage I've gotten what after reading this essay sounds like the baby brother of this: the oddly aggressive hire attempt. These companies have been not necessarily direct competitors but people in related spaces who mig…

Sounds like they were "negging" you pretty hard. The parallels with dating seem numerous when I look through the lens of you (in a technical hire context) as "the attractive woman at the bar" and corp dev as "the pick-up artist."

Re: Don't Talk to Corp Dev

#25
Can talking to corporate development be a huge distraction? Sure. But talking to investors can be a huge distraction as well, and a lot of the things that PG writes about corporate development folks are true of investors. Is PG next going to suggest that startups avoid the Sand Hill Road dog and pony show? I don't think so.

Broadly-speaking, investors today are overvauling startups. Seven figure valuations and ridiculous convertible deals are being handed out like candy to early-stage companies with way more potential than proof. It's a hot market and investors want dealflow, so they're not quibbling. There's also a greater fool dynamic at play.

This in turn leads founders to believe that their companies are worth more than they really are. In many cases, the "surprisingly low" acquisition offers these companies might receive are only "surprisingly low" when viewed through the lens of the angel and VC environment. On their own, they might be quite reasonable.

The big challenge for founders is that a high valuation can be a friend made enemy. It's great to raise a bunch of cash on favorable terms, but lots of companies will eventually fail to live up to their valuations. Once your valuation reaches a certain point and the structure of investments is more complex (liquidity preferences, etc.), founders can easily find themselves in a no-win situation even with a moderately successful business.

As they say, a bird in the hand is worth two in the bush. This post seems intended to get founders to forget this.

Re: Don't Talk to Corp Dev

#26
i appreciate this as a first approximation of what a founder should do, but it presumes some specific clarity that is somewhat rare (which i'd guess even pg would concede). for example, sometimes you don't know that the person contacting you is corp dev, sometimes founders differ on when they should sell, and sometimes you may have differing feelings from day to day.

in my limited experience, these kinds of discussions usually end in email. they likely wouldn't give you a number, but would it hurt to ask for an offer to see if they're serious before taking a meeting? the "we're focused on growing" answer can always be thrown out to end the discussion if it's not solidly serious.

Re: Don't Talk to Corp Dev

#27
post #19
post #12

[deleted]

It's not strictly grammatically correct but it's definitely a way people would phrase this in speech. "Why are you talking to someone from corp dev?" "That is why." "What is why?" "They are the group within companies that buys other companies."

[deleted]

Re: Don't Talk to Corp Dev

#28
post #7

Great essay. I'm at an earlier stage than PG's target audience for this -- still bootstrapping but experiencing 20-30% month/month growth and getting ready to go that next step (probably seed). At this stage I've gotten what after reading this essay sounds like the baby brother of this: the oddly aggressive hire attempt. These companies have been not necessarily direct competitors but people in related spaces who mig…

Sounds like they were "negging" you pretty hard. The parallels with dating seem numerous when I look through the lens of you (in a technical hire context) as "the attractive woman at the bar" and corp dev as "the pick-up artist."

Two out of three were. The third was polite and professional but the offer just wasn't quite good enough. When I turned it down they just kind of went dark, which I interpret as a no. Interesting the third was a big successful late-stage startup, while the rude ones were early stage startups.

Negging? New to me. Shows how little I know about sleazy dating (and hiring?) tactics.

http://www.urbandictionary.com/define.php?term=Negging

Should I now worry about waking up with a headache, being unable to remember what I did the previous night, but with a folded up copy of a signed asset transfer agreement in my pocket? :)

Re: Don't Talk to Corp Dev

#29
post #10

Imagine what it would do to you if at mile 20 of a marathon, someone ran up beside you and said "You must feel really tired. Would you like to stop and take a rest?" I wonder if PG knows about The Wall that occurs at ~mile 20 in a marathon, or if it was a lucky coincidence? http://adventure.howstuffworks.com/outdoor-activities/runnin...

I think it is safe to assume he is aware of 'the wall'.
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