Stanford GSB Professor on Startups & Investors
Subscribe
Sign in
Home
Notes
Chat
Venture Capital 101
Investor Rankings
About
VC 101 Stanford Class
Latest
Top
Discussions
Office Hours: Reader Questions
This is the first open Q&A I have run on this Substack.
Aug 19
•
Ilya Strebulaev
18
2
Inside the Investment Committee: How VCs Actually Make Decisions
This post is based on my Stanford VC Course. What you’ll learn: How investment memos work, why most VCs skip DCF entirely, and the evidence that…
Aug 12
•
Ilya Strebulaev
8
1
Jockey or Horse? The Oldest Debate in Venture Capital
What you’ll learn: Whether investors really bet on the team or the business: what they say, what they do, and what the evidence shows.
Aug 7
•
Ilya Strebulaev
32
5
4
Office hours on VC and startups, open to everyone
Twelve questions on venture capital — why VCs push for growth, what makes a founder fundable and how to tell skill from luck
Jul 28
•
Ilya Strebulaev
50
3
3
The Deal Funnel: Why VCs Say No to 99 Out of 100 Startups
How investors source deals, the funnel that filters a hundred opportunities down to one investment, and why the odds are stacked against founders. VC…
Jul 20
•
Ilya Strebulaev
30
4
2
The Hold-Up Problem and Mandatory Conversion: Who Controls the IPO?
VC 101: Cash Flows in Follow-On Rounds — Part 5 of 5
Jul 3
•
Ilya Strebulaev
18
2
1
Who Gets Paid First? Seniority, Waterfalls, and Pari Passu
VC 101: Cash Flows in Follow-On Rounds — Part 3 of 5
Jun 13
•
Ilya Strebulaev
24
3
1
Pro Rata Rights: The Least Negotiable Term in Venture Capital
VC 101: Cash Flows in Follow-On Rounds — Part 2 of 5
Jun 9
•
Ilya Strebulaev
22
How Founders Lose Control to Dilution (And Don’t See It Coming)
Venture Capital 101: Cash Flows in Follow-On Rounds — Part 1 of 5
May 22
•
Ilya Strebulaev
21
6
Venture Capital 101: Series A Cheat Sheet — Who Wins When Every Term Goes Up
All ten cash flow terms in one table. Bookmark this one.
May 12
•
Ilya Strebulaev
24
Venture Capital 101. Dividends in VC financing
VC Class Notes #7. Previous posts in the series covered liquidation preference, optional conversion, participation, and the cap table.
Apr 28
•
Ilya Strebulaev
29
2
Venture Capital 101: Participation in Convertible Preferred Stock
Welcome back
Apr 16
•
Ilya Strebulaev
30
1
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
