The best founders treat the following as a necessary component of their business but NOT the entire business.. > AI / timing / why now > Funding > Distribution / hype > Market > Product > Revenue I’m seeing too many pitches that are touting only one of these as the core reason to invest. The bar has frankly never been higher (see the seed - A gap) and you really need to be able to explain how you’re capturing at least multiple of these in a unique way that’ll be hard for others to copy. Especially in overcrowded categories. Otherwise, it gets very hard for the other side (aka VC) to make a case for their own partners to write the check. And, founders often get frustrated because their businesses are strong. Stronger than they have ever been in the past. Why can’t people just write the check? Like why do I need to waste time fundraising? It’s because like it or not the levels do keep going up. Narrative matters, ambition matters and try to understand the opportunity cost has also never been higher on the other side. If you’re profitable and don’t need capital, then who cares. And you don’t need to optimize for VCs but you DO need to give them a reason to believe. So, keep your bar high. Find a capital partner that still has conviction and deserves equity in your company. But, please take those ten extra minutes to communicate your long term ambition, because that might be the only small difference between you and the next round.
最优秀的 founders 会把下面这些视为其业务中必不可少的组成部分，但绝不是业务的全部。> AI / timing / why now（为什么是现在） > Funding（融资） > Distribution（分发）/ hype（热度） > Market（市场） > Product（产品） > Revenue（收入） 我看到太多的 pitch（融资陈述）只拿其中某一项当作投资的核心理由。坦白说，门槛从未如此之高（见 seed - A gap，即种子轮到 A 轮之间的鸿沟），你真的需要能够解释清楚：你是如何以一种独特、且他人难以复制的方式，至少同时抓住其中多个因素的。尤其是在过度拥挤的赛道里。否则，对面那一方（也就是 VC）就会很难向他们自己的 partners 论证为什么要写这张 check（支票、投资）。而且，founders 往往会因此感到沮丧，因为他们的业务其实很强，比过去任何时候都更强。为什么别人就是不能直接打钱？为什么我还得浪费时间去 fundraising（募资）？原因在于，不管你喜不喜欢，标准确实一直在提高。Narrative（叙事）很重要，ambition（野心）很重要，而且你也要理解，对另一方来说，opportunity cost（机会成本）也从未如此之高。如果你已经盈利，而且不需要资本，那谁在乎呢。你也不需要为了 VC 去刻意优化自己，但你确实必须给他们一个相信你的理由。所以，把你的标准保持在高位。去找一个依然有 conviction（坚定信念）、并且配得上你公司 equity（股权）的资本伙伴。但请你务必多花那十分钟，把你的长期 ambition（抱负）讲清楚，因为这也许就是你和下一轮融资之间那一点点微小却关键的差别。
@tryramp using the latest agent key with full read/write permissions. sent feedback through ramp feedback jfyi.
@tryramp 正在使用最新的 agent key，并且拥有完整的读/写权限。顺便说一下，我已经通过 ramp feedback 提交了反馈。
@tryramp your CLI can't categorize :(
@tryramp 你们的 CLI 不能分类 :(