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Ed Sim is one of the best seed round investors in venture as the Founder and Managing Partner @ Boldstart, Ed focuses specifically on developer, infra and SaaS at pre-seed and seed round. Over the last decade, Ed has backed some of the best including Snyk, BigID, Kustomer, Front and Superhuman.
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Timestamps:
(00:00) Intro
(0:16) Introduction & Background
(02:02) Understanding Investment Stages and Dynamics
(25:07) Current Market Analysis & Trends
(33:24) Advice for Founders & Investment Strategy
(37:37) Personal Reflections & Lessons
(43:19) Competitive Dynamics
(45:26) Quick-Fire Round
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In Today’s Episode on Seed Rounds We Discuss:
1. The Three Types of Seed Round:
What are the three different types of seed round today?
Has seed ever been this competitive?
Will seed be unimpacted by the macro decline we are seeing?
Why are growth and multi-stage funds being more active than ever in seed?
2. Too Much Cash Will Kill You!
Why does Ed believe that too much capital can kill companies at the seed round?
Why does Ed believe that the best founders are not always optimising for the highest price?
What are the single biggest negatives of taking a high price at the seed round?
What advice does Ed have for founders who have large offers from multi-stage funds at seed?
3. Is Growth Dead?
Why does Ed disagree and suggest that growth is not dead?
What do multi-stage and growth funds now what to see that they did not before?
How will the growth market evolve over the next 12-18 months?
4. IPOs, AI and M&A:
What will cause the IPO windows to crack open again?
Why does Ed believe that many investing in AI are simply giving money to Nvidia?
Does Ed agree that 95% of the cash going into AI from venture today will go to zero?
Will we see more or less M&A in the next 12 months?
How did Ed evaluate the Loom acquisition by Atlassian?
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