Alex Oppenheimer
@Alexoppenheimer
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🇮🇱 🇮🇱 🇮🇱 Finance nerd, engineer, investor, builder of models. . Former , NEA, Morgan Stanley, Stanford.
Israel
Joined May 2009
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@mikeeisenberg
@MIT
@Harvard
@BillAckman
@RetsefL
@Columbia
I will offer internships to students who do this...
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I think we're starting to learn which VCs have Qatari money... founders take note.
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@VCBrags
I'm looking at joining a preseed stage company as CTO, is $400k base salary too low?
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@YasMohammedxx
@Fflewddur_Fflam
This is the sad reality. Nobody with a heart wants it to be this way, but the heartless insist that it must be this way.
Israel will defend itself and make sure that what happened this week will never happen again. It will not be pretty.
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@gdibner
@paddycosgrave
Props Gil for doing the right thing and letting your actions and business priorities match your values.
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@joshk
@paddycosgrave
@WebSummit
That and his being way too friendly with the financial supporters of anti-Jewish terror organizations.
As with most things... follow the money.
The bigger question is why any Jews felt comfortable going to this conference in the past...
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@BillAckman
This is not a free speech issue. This is an issue of inciting violence against civilians of a particular racial or religious group. It is not protected.
@BillAckman
Do your thing.
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@paddycosgrave
Your friends in Qatar seem to have no issue with committing them. Still waiting to hear the criticism. 🙉
And just generally human rights violations… how many people died setting up that World Cup?
And bro… stay in your lane. Wtf do you know about war crimes? Why are you say
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Been using
@AngelList
to manage funds and SPVs for ~3 years now. They drop more new features than your avg productivity tool. And they work. And it's critical software. Really really impressive and the total opposite of everything else in the industry. 👏👏
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@roshanpateI
Started my fund to fill this gap. People without rich friends start good companies too.
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Who are my fellow early stage VCs interested in construction tech (software only)?
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@NWischoff
PE funds do this. That’s why they make more than VC funds. They work harder and smarter and rely less on getting lucky.
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Check out the VC & Angel Operating Systemin Notion and Airtable. Sharing the work we've done over the last couple years to run our investing operation by
@Alexoppenheimer
and
@fvgriss
h/t
@benln
for hunting!
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@adamelmahrek
You're pretty good at perpetuating it!
It's like the classic scene in movies where the guilty party points the finger first and then think they have fooled everyone by saying "that guy did it."
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@micahjay1
This is the whole point of early stage, private, illiquid, high upside investing - they're illiquid, for better and worse. Unless it's a late stage / "pre-ipo" situation, the chance that you're looking at the same market dynamics 5-8 years from now for exit are almost 0.
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@yuris
Instant assumption: despite all logical things pointing the other way, we’re gonna just go ahead and blame the Jews without any verification because a terrorist organization said so. Wild.
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Very fortunate to be able to get from one of the most unique, holy cities in the world to one of the best tech hubs in the world in an hour 🇮🇱
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For the vast majority (95%+) of the companies I meet, I *want* them to be successful. That doesn't mean I can invest. It does mean I will share resources and intros.
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@M___Morgenstern
We just signed and initiated wire as the founder was on his way back from the US to Israel for reserves.
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Have spent the last 5 weeks in America visiting extended family, seeing friends, portfolio companies, new founders, LPs and co-investors. It has been a great 7-state US trip.
Definitely ready to go home to Israel tomorrow!
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Now is an amazing time to be investing in Israeli tech.
Founders are as driven and focused as they have ever been.
Valuation expectations are in line.
And the resilience attitude is permeating the entire ecosystem which is exactly what startups need to be successful.
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@MaxBlumenthal
@jaketapper
If you love Gaza so much, you should probably just go there... see how Hamas treats you.
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My framework for companies trying to figure out how much to raise.
Please note that for a pre-seed round, dilution should be lower and doing a rigorous valuation is nearly impossible.
@VerissimoVC
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Great meeting
@vikramchandra
in Tel Aviv today and sharing more about what drives the startup ecosystem here.
@HilzFuld
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quick question: why does any company (besides the ones building rockets) need to raise $2Bn in venture money?
What exactly are the fixed costs involved that cost this much?
May I reiterate: fundraising is an obligation, not a milestone.
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Hot take:
Founders should stop asking early stage investors *why* they’re not investing.
The feedback is usually either useless or a lie.
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@michelletandler
It's amazing that our generation has basically gone our entire lives without feeling targeted... until now.
Unfortunately, that is what is surprising.
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Pumping so much money into the startup ecosystem has starved it of its most valuable characteristic - hunger.
There are only a handful of founders, businesses and company cultures that can maintain the hunger required over a long period of time to create real success while they
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Who are my fellow pre-seed investors and angels who are interested in accounting software, audit solutions, disrupting ERP, etc?
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I am taking the leap into Substack to share my regular thoughts on finance, operations, SaaS, metrics, ratios, valuation and other topics.
Take a look
@stopman
@taimurabdaal
@JFleits
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Happy to say that we just committed to making a new investment in an Israeli company we met last month.
While our minds are elsewhere at the moment, we had a moment of clarity: investing in great people using cutting edge technology to solve important problems is what we do.
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When will VCs realize that being a VC is not about the VC deal game and rather it’s not a game at all, but is the company building business.
Hopefully soon… founders need it.
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Nothing quite as good as bringing together a big group of founders to meet in person. Just had a great portfolio event in Tel Aviv.
@VerissimoVC
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Hot take: Don't take your money out of SVB. You're creating a problem. People acting like we're dealing with FTX 2.0... seriously... calm down.
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Been awesome working with
@AngelList
and looking forward to continuing to grow together.
Announcing: Expanded support for funds with institutional LPs
-Custom LPA support
-Capital account and financial statements
-Fund audit support
-Valuation data collection
Institutional LPs deployed $1.9B in the past year on AngelList. Learn more:
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started using
@GetCabal
for LP updates - it is excellent. they thought of things that I didn't which are super helpful.
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Top 5 reasons to visit or to live in Israel. Hummus!
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In Israel there is a tradition to leave an area of your house unfinished as a reminder that the world is still far from perfect.
Startups should do the same: Don't have a perfect, fancy office until you're profitable. Let its status as "work in progress" reflect the business
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Is my investment mandate too broad if AR is just as likely to mean Accounts Receivable as it is Augmented Reality?
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Pre-seed/seed pet peeve:
When entrepreneurs brush off Series A/B competitors like they're Oracle. Those companies are still agile, hungry, and their true strategy is a mystery to us from the outside looking in.
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Now that I feel comfortable in
@CausalHQ
I can't quite stomach the idea of building quick analyses that will develop into detailed models in excel. The efficiency gains are very very real. Build ~3 models and you'll see.
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@lolitataub
@benln
is top 1 of 1.
I bring him in on every deal because he adds genuinely unique value to each founder and company.
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Latest post from SaaS Engineering - Thin Slicing ARR.
Helping tie high level metrics down to the detailed goals of each person and operation inside a company.
@starkupnation
@sandy__yuan
@thenickmoy
@ArielSterman
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My almost two year old son started calling me by my first name 🤦♂️
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I just published: Modeling SaaS with Causal — Answering key Operating Questions. Check it out!!
@CausalHQ
@lukaskoebis
@taimurabdaal
@stopman
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@Ike_Saul
So then what should we do? Just sit here and let them kills us? Wait for everything to some how magically calm down by itself while we sing kumbaya so they can do the same thing next year?
Sometimes the truth isn't nuanced, it's just painful and difficult. Maturity is being able
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@marcorubio
huh? The US has engaged directly in things much less important and threatening to American ideals. Time to show up and play defense for real.
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I guess “600 under 30” just doesn’t have as nice of a ring to it
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Have an idea? 4 years of professional experience? come to israel to raise $4-8M in less than 2 weeks.
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@paigefinnn
Assuming you already have deal flow and the ability to pick/execute, learning the ways of LPs is an adventure. It’s not too dissimilar from the journey of the startup founder except that it’s entirely personal - the product is me.
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Say they do pre-seed investing, most common feedback is they want more traction/proof points 🚩🚩🚩🚩🚩🚩
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I like to collect watches (preferably cheap ones).
Someone said to me "I don't get it, you only have one wrist."
My response:
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Great week in SF. Nothing better than flying back home to Israel.
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@ericmreiner
@TurnerNovak
There are companies now sending lower margin stuff via the mail with much higher multiples now.
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Just ran into a friend from Yeshiva on the street in Tel Aviv.
Where is he working?
…At all small startup.
Which one?
…one of my portfolio companies!
Great way to start the day.
🇮🇱🇮🇱🇮🇱
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@sumukhsridhara
@TurnerNovak
@nickabouzeid
@AngelList
💯
Not even surprised.
@AngelList
has been my best partner since starting a fund 2.5 years ago. Technology first financial services is a game changer.
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I have seen a very disturbing trend lately with early stage investors taking advantage of the deal knowledge gap that first time founders have on their first fundraise. not cool. not cool at all. i'm available for any founders who have questions on what is fair and market
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Doing a quick rundown on why I like the CAC Payback approach to unit economics for SaaS companies. (Shoutout
@ElliotComite
)
The first ingredient is CAC, where attribution is key...
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I'm addicted to
@CausalHQ
it's become my go-to when I want to get the numbers and models from my head into a visual and shareable format as quickly and clearly as possible
@stopman
🏅 Model of the week: SaaS model in 15min
@Alexoppenheimer
has built a SaaS model from scratch in 15min!
Part 1:
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I find myself increasingly leaning into the subjectivity of this early stage investing biz. My network and my perspective on founders and markets are theoretically what is going to make me good (or not so good) at this.
Increasingly it seems like this is what LPs want to pay for
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@AvivaKlompas
Rooting for them and their new homes in the future out from under the oppression of Hamas
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Probably my biggest pet peeve: VCs who don't actually understand SaaS metrics trying to teach founders super useless metrics they should focus on because it's how they like to analyze companies really simply.
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I’ve been saying for a long time that most VCs don’t understand enough about finance. I knew it would end up costing the industry, but not like this. It’s a sad disaster caused by fear caused by ignorance. Embarrassing. People should be ashamed.
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Feels good to be out of stealth.
That's only a LinkedIn thing, right?
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Companies send “you’re off the waiting list” emails like I’ve been holding my breath for the last 7 months waiting to try their product.
More like… remind what you do again?
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Watching self-hating Jews come out of their nasty little shells is so disheartening.
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@shaunmmaguire
"United Nothings"
Stuff like this makes the UN entirely useless. Can we have our tax dollars and that great real estate in manhattan back?
How many of these countries do you think have multiple gay pride parades every year?
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Can we all agree now that the over use of the term "unicorn" has been one of the most damaging things to happen in the startup world because it made people focus on the wrong things?
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@HarryStebbings
@mikeeisenberg
is a dear friend and mentor,
@LevanonAdi
is also a great friend. They speak for all of us! Thank you
@HarryStebbings
for making this happen in short order.
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When multiple firms are constantly competing to “win” deals, returns can’t be good.
It’s just supply and demand.
Even though the industry is built on exceptions, there is a duality that people need to internalize: anyone could be that exception, but statistically almost nobody
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Putting $50k into a series C doesn't make you an angel investor.
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Calculating and reporting LTV is very close to useless for any early stage company.
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I’ve seen a crazy trend: treating net revenue retention like it’s a core operating metric. It’s not. It is at best a leading indicator that requires a broader understanding of the biz (ie CAC and product). AND there is a LOT of miscalculations of the metric (and no standard)
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SaaS Founders who raised at 50x+ ARR:
1) make sure you're actually saas
2) usage-based is the most volatile pricing method
3) focus on 10x-ing your business, not 10x-ing your valuation
4) don't expect anything above 10x ARR going fwd, assuming you're growing 100%
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I spend my days in excel working with startups (early to late stage).
Suggestions to up your game:
- never merge cells
- formatting is your friend
- never put constants in formulas with cell references
- spreadsheet real estate is free
- simple formula > complex formula
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Anyone else's airpods work worse now than they did 1-2 years ago?
Slow connecting, slow to turn on, blocks out sound, won't switch onto them mid call.
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Why the fuck is this what the
@nytimes
chooses to put on the top of their site? As if it is some sort of competition. You're playing into Hamas's game - letting them win by causing their own children to die.
Why?
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There is still a war going on here in Israel. There are still hostages in Gaza. It's terrible.
But we also need to keep moving forward. That is how we win.
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@rabois
and
@delian
thanks for all your clear support for the situation here in Israel. As I’m sure you’ve probably seen, WebSummit’s founder has some very unsavory views, so many of the speakers and sponsors are pulling out. Can you encourage
@typesfast
to do the same?
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@paulg
What is and has been clear is that this guy hates Jews - we've known that for a while. Why does he? Tougher to understand...
Either way, we don't like you either.
Stay in your lane - keep overhyping and ruining companies so that you can accumulate personal wealth in the
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If you live in NY, you hear airplanes overhead - 3+ airports around w constant flights. Living in Jerusalem for the last ~8 years, there is no jet noise. No Fly Zone.
The last 2+ days I've heard constant jets overhead. It's disconcerting and comforting at the same time.
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Anyone else think it's time for early startup employees (first ~10) to be compensated much more aggressively? The risk + impact relative to founders is rarely appropriately compensated with equity upside.
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Victory is mine. Alex - 1, Inbox - 0.
(And I apologize to anyone who it took me over a month to respond to.)
This is the first time I have gotten to (work) inbox 0 since I started this account.
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Shoutout to
@PitchBook
for fantastic use of a thesaurus. I wonder if there's a methodology here based on $ raised, region, sector, etc. Or it's more like a random word generator to keep things interesting.
@pessala
@starkupnation
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