Slow Ventures
@slow • 25,364 subscribers
Generalist early-stage investors backing bold ideas. PortCos: Solana, Airtable, Gusto, Creators and more since 2011. @kevincolleran @lessin @wquist @yrechtman
Videos
Slow is launching our first Creator Fund—backed by institutional LPs—to support creator-first founders and redefine the future of entrepreneurship. Why does this matter? Because creators aren’t just glorified ad space anymore. The world is finally waking up to the real value they bring. Investors are seeing the returns, validating what we’ve believed all along: creators aren’t just influencers—they’re industry-shaping entrepreneurs with the power to build the next big thing. Shout out to the team Megan Lightcap sam lessin 🏴☠️ Kevin Colleran and Billy Parks
Slow Ventures146,528 Aufrufe • vor 1 Jahr
Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist
Slow Ventures10,068 Aufrufe • vor 1 Monat
Silicon Valley needed a wake-up call—so we put it on a 101 billboard.
Slow Ventures29,257 Aufrufe • vor 1 Jahr
Founders chasing venture scale should take a page from the oldest playbook: repeatable, proven, capital-efficient growth--Franchises. They print free cash flow. VCs love to talk software, but let’s not forget—classic models like franchises often allocate capital better than your favorite SaaS. Will Quist on TBPN with Jordi Hays and John Coogan
Slow Ventures20,924 Aufrufe • vor 1 Jahr
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