Frank Rotman, Discover and Read the Best of Twitter Threads by @fintechjunkie

Frank Rotman

fintechjunkie

1/21: I was listening to the 20 Minute VC podcast w/@davidtisch as a guest. He threw out an important concept that most Founders don’t think about enough: “Is My Company

1/25: We’re witnessing one of the most exciting periods in VC history. Funding is flowing freely, valuations are stratospheric and gigantic exits have become the norm. As a VC this

1/13: There’s a lot of chatter recently about #Fintechs not wanting to hire people with traditional #Banking backgrounds and traditional #Bankers pointing out how short-sighted this is. It’s a complex

1/21: It’s not uncommon for a #VC to chat with an early stage #startup and within weeks get introduced to 3-4 other #startups tackling the same opportunity at the same

1/20: Jamie Dimon. Love him or hate him it’s difficult to deny that he’s one of the most talented Bankers of our era. In his recent shareholder letter he points

1/22: The inflows of new participants to the stock market is impressive. Trading volumes are up and the % of everyday people holding stocks is on the rise. But there

1/15: Of all the questions I’m being asked on recent diligence calls about our companies, the most common is “What are the skills/gaps of the Founder(s)?” Given COVID, this has

1/42: What the heck is going on with the #fintech ecosystem’s obsession with Neo-Banks? Do they actually make sense in the US? Traditional Bankers say “absolutely not”. I say “they

1/28: The most commonly debated and IMHO the least grounded topic in early stage VC is “how do you determine what a company is worth?” Recent early stage #fintech and

1/25: I’ve been told that some of the simple concepts I routinely share with Founders get adopted by their firms as “truths” (which is flattering). I was asked to outline

1/31: The biggest question coming out of my recent tweet thread about the evaluation of startups is: “How important is the startup’s distribution strategy in your diligence work?” The answer

1/21: Every early stage startup pitch looks the same at a foundational level. This means that the analysis of every early stage startup also looks similar (especially true in #venturecapital