Frank Slootman

And if the prices are right and the business is executing well, we're going to definitely layer in. We have a fairly significant size fund, so we've got a lot of powder, but it's very important that we get the kind of returns we need.

I was gonna say, usually three to six months you undercover all the warts that you didn't see that they hid from you in the diligence process. I've had assumptions not be correct. Assumptions we made on a deal that didn't come to be, something changed really fast in the business. And you saw that with a lot of what we call the COVID winners.

I was gonna say, usually three to six months you undercover all the warts that you didn't see that they hid from you in the diligence process. I've had assumptions not be correct. Assumptions we made on a deal that didn't come to be, something changed really fast in the business. And you saw that with a lot of what we call the COVID winners.

I was gonna say, usually three to six months you undercover all the warts that you didn't see that they hid from you in the diligence process. I've had assumptions not be correct. Assumptions we made on a deal that didn't come to be, something changed really fast in the business. And you saw that with a lot of what we call the COVID winners.

And then the people that now that COVID is sort of in a different chapter, their business isn't acting the same as it was before.

And then the people that now that COVID is sort of in a different chapter, their business isn't acting the same as it was before.

And then the people that now that COVID is sort of in a different chapter, their business isn't acting the same as it was before.

Feedback when you decide to make an investment or when you decide not to make an investment?

Feedback when you decide to make an investment or when you decide not to make an investment?

Feedback when you decide to make an investment or when you decide not to make an investment?

I try to call every founder, thanking them for the time. How many founders do you meet a week? I'd say between four and eight. Now, if I'm not the one leading it, my partners who are leading it, I'm sitting in those meetings. So if it's one that I'm leading, I'm going to definitely make that call. But I also tell people, even if I don't make the investment, call me sometime. And that's a test.

I try to call every founder, thanking them for the time. How many founders do you meet a week? I'd say between four and eight. Now, if I'm not the one leading it, my partners who are leading it, I'm sitting in those meetings. So if it's one that I'm leading, I'm going to definitely make that call. But I also tell people, even if I don't make the investment, call me sometime. And that's a test.

I try to call every founder, thanking them for the time. How many founders do you meet a week? I'd say between four and eight. Now, if I'm not the one leading it, my partners who are leading it, I'm sitting in those meetings. So if it's one that I'm leading, I'm going to definitely make that call. But I also tell people, even if I don't make the investment, call me sometime. And that's a test.

I want to know if they're thinking about me as a resource. Because maybe there's something about it where I just didn't have the conviction yet. But I still want, I'm curious enough. about the business. And I'm curious about them on, are they going to ask me smart questions? Are they going to engage?

I want to know if they're thinking about me as a resource. Because maybe there's something about it where I just didn't have the conviction yet. But I still want, I'm curious enough. about the business. And I'm curious about them on, are they going to ask me smart questions? Are they going to engage?

I want to know if they're thinking about me as a resource. Because maybe there's something about it where I just didn't have the conviction yet. But I still want, I'm curious enough. about the business. And I'm curious about them on, are they going to ask me smart questions? Are they going to engage?

Are they going to understand the value of David Schneider and Kotu or, you know, one of my partners on their cap table? And if they do, then that's great. And if they don't, so be it. I'm always in the business of matchmaking, right? So I've got this massive network of people that used to work for me that are always looking for jobs.

Are they going to understand the value of David Schneider and Kotu or, you know, one of my partners on their cap table? And if they do, then that's great. And if they don't, so be it. I'm always in the business of matchmaking, right? So I've got this massive network of people that used to work for me that are always looking for jobs.

Are they going to understand the value of David Schneider and Kotu or, you know, one of my partners on their cap table? And if they do, then that's great. And if they don't, so be it. I'm always in the business of matchmaking, right? So I've got this massive network of people that used to work for me that are always looking for jobs.

So if somebody, again, not even in my portfolio, is like, hey, I'm curious, I'm looking for, this happened last week, looking for a sales leader in Chicago. I'll hit my Chicago Rolodex and say, hey, there's five guys in Chicago that are worth talking to. I'll make a couple introductions and go on the way. Have you lost a deal yet? Partially. There was a deal that I got really excited about.