'Sumeet was one of the people who swarmed around us when things were not going well.' That's the only investor test that matters and it applies to every industry, not just VC. I study brands that died and the pattern is identical. The investors, advisors, and partners who showed up during the growth phase disappeared the moment the numbers softened. The ones who stuck around during the hard quarters are the ones who actually understood what they invested in. The published thesis approach is interesting because it does something most investors never do: it shows you how they think before you're in a room with them. A founder can read four PDFs and know in twenty minutes whether this person understands the space or is pattern matching from the last pitch they heard. That's a massive time savings in both directions. Most fundraising is founders and investors slowly discovering they don't understand each other. Leading with your actual thinking in public compresses that to zero
'Sumeet was one of the people who swarmed around us when things were not going well.' That's the only investor test that matters and it applies to every industry, not just VC. I study brands that died and the pattern is identical. The investors, advisors, and partners who showed up during the growth phase disappeared the moment the numbers softened. The ones who stuck around during the hard quarters are the ones who actually understood what they invested in. The published thesis approach is interesting because it does something most investors never do: it shows you how they think before you're in a room with them. A founder can read four PDFs and know in twenty minutes whether this person understands the space or is pattern matching from the last pitch they heard. That's a massive time savings in both directions. Most fundraising is founders and investors slowly discovering they don't understand each other. Leading with your actual thinking in public compresses that to zero
Sumeet is the best. And not just because we share a first name. Great to see him profiled here!!
one Sumeet to box, one Sumeet to beatbox
Nicely done
from your seat and his — what's the one signal that tells you a founder will actually push through the rough patch vs the ones who fold?