The post discusses the evolution of venture capital (VC) from a cottage industry to a recognized asset class over the past decade. It contrasts two investment approaches: the traditional 'cottage approach' focused on sustainable r...
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Alex Oppenheimer is an engineer and software seed investor with interests in finance and technology.
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The SaaS industry is evolving, demanding higher standards for product quality and customer relationships, with only essential tools likely to survive.
The post discusses the rapid advancements in technology, particularly in Silicon Valley, and the excitement surrounding new investments and innovations. It highlights the shift from linear to non-linear growth in tech, emphasizing...
The post discusses the challenges founders face as their startups scale, highlighting the emotional and financial pressures that compound over time. It introduces the concept of the 'Founder Expiration Point,' where the emotional ...
The post showcases curated podcast conversations with industry leaders while promoting a charity ride for youth empowerment through mountain biking.
0Verissimo Monthly - May 2025
2025-05-30 • reliability building code generation ai
The text discusses the unreliability of Large Language Models (LLMs) and its implications for builders. It explores the core challenge, implications for builders, and different approaches to manage variance. The author believes th...
The text discusses the limitations of DCF analyses for high-growth, unprofitable tech companies and introduces the Discounted Equity Valuation Method. It also explores the valuation of early-stage startups and the factors that con...
The text discusses the issues with large funds making investments into seed stage companies, focusing on the problems of involvement in the company, stage-specific advice, and attitude towards the status of the business. It provid...
The text discusses the rapid adoption of generative AI, particularly ChatGPT, and its potential applications in knowledge interaction and generative tasks. It explores the challenges and opportunities of Large Language Models (LLM...
The text discusses the challenges of early-stage investing, particularly in marking the performance of early-stage funds and companies. It emphasizes the importance of sustainable revenue growth and the potential drawbacks of high...
Alex Oppenheimer announces the launch of the 'It's All About Everything' Series for portfolio founders, aimed at helping them identify their 'Zone of Genius' and providing expert-led survey courses of core operating functions. The...
The text discusses the difference between rehearsing and training for founders before a fundraising process, emphasizing the importance of training and strategic planning. It also provides examples of companies that leverage AI to...
The text discusses the importance of exits in the venture ecosystem, emphasizing the need for managing exits effectively. It explains the difference between illiquid and liquid investments and the decision-making process for inves...
The text discusses the challenges faced by startups in deploying their limited resources and the importance of prioritizing the right dimension in the early days. It focuses on three key areas: application layer software, infrastr...
The text discusses the importance of fund size-strategy fit for venture funds, and the factors that need to be considered in determining this fit. It also talks about the strategy of Verissimo Ventures, a Pre-seed and Seed Venture...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. They emphasize the importance of engaging with customers early to shape the product and build a strong foundation based on valuable...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. They use a Product-Priority Fit framework to understand the urgency of addressing problems in a given market. They invest in compan...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. They recommend early-stage companies to have 'board' meetings that include key stakeholders in the business. CoLab, Trullion, Wave ...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. They discuss the investment evaluation process and the importance of human interaction in the investment process. They also provide...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. They recently completed their first annual meeting and encourage pre-seed founders to create a structure for accountability. They d...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. The founder explains the five jobs he has and how they are synergistic. He shares realizations about running a fund and startup, an...
Verissimo Ventures is a Pre-seed and Seed Venture Fund investing in enterprise software companies. The post discusses the requirements for a software company to raise their Series A, and the key questions that need to be answered ...
Verissimo Ventures is a Pre-seed and Seed Venture Fund based in Israel and the US. They invest primarily in enterprise software companies and take a fundamentals-driven approach to early-stage investing. They work closely with fou...
0Coming soon
2021-09-02 •
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