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Tim Suzman
1.7K posts

Tim Suzman
@TimSuzman
Managing Partner of Pioneer Fund. We are 500+ Y Combinator alumni investing in the top YC startups. YC S11.
San Francisco, CA انضم Haziran 2015
471 يتبع2.8K المتابعون

a vc partner just told me the exact 90 day window where funded startups are forced to buy whatever you sell
"every company that raises a series A or B has 90 days to prove they didnt waste the money"
asked what he meant
"when a startup raises $10M they submit a deck to investors showing exactly where every dollar goes. 60-70% of the time the biggest line item is sales and marketing"
the money is earmarked before the check clears
"the board meets quarterly. cfo presents a burn report. if the vp of sales cant show pipeline growth within 90 days of closing the round they start sweating"
asked what happens at day 90 with no pipeline
"panic. ive seen companies blow $400K on a sales team in 6 weeks because the board meeting was coming and they had nothing to show"
he took a sip of wine and said something i wrote on a napkin
"the 30 days after a funding round closes is the most desperate any company will ever be to spend money on growth. and its all public information. anyone with a crunchbase account can see it"
went home and tested it that night
filtered crunchbase for series A and B closed in the last 60 days
pulled the vp sales and head of marketing from each one
sent one email:
"saw you just closed your series B - most companies in growth mode use cold outreach to build pipeline while the sales team ramps. want me to show you how we book 30+ qualified calls a month?"
reply rate was unlike anything ive ever run
these people have budget allocated for exactly what youre selling
a board expecting growth metrics within 90 days
and a vp of sales who needs pipeline or has to explain why they havent deployed the capital
youre not cold emailing
youre showing up the exact week someone has $10M and a deadline to spend it
every funding round is a company raising its hand saying "we have cash and 90 days to deploy it before someone asks where it went"
crunchbase is free
the money is sitting there
go get it before someone else does
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@TimSuzman Very well deserved to see @orthogonal_sh at the top of this list!!
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@sam_alba @MendralHQ This is well-earned. And agree, awesome companies on here!
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@TimSuzman Great to see @MendralHQ in this list and some of our awesome W26 batchmates!
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@gauravmaken @pioneer_fund The amount of stuff I built between the hour of 8:30pm and 8:30pm is truly insane.
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@TimSuzman @pioneer_fund New article dropping for The Silicon Valley Post
"SV investor cracks how to stop time in the age of AI and vibe coding"
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Last night I was exhausted after some INSANE marathon work sessions looking at all the YC W26 startups.
I looked at the time: 8:30pm. Way too early to go to sleep.
Re-energized and kept working. Built some new internal tools for @pioneer_fund.
Still 8:30pm 🥱. Kept going.
Eventually I realized my taskbar was frozen and it was actually past midnight.
Never happened to me before. It's still stuck. 🤷♂️

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@gauravmaken Very very strong, and some other very strong DevTech companies not listed here too!
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@taro_f These are REALLY strong companies amongst a batch of REALLY strong companies.
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Agents don't want to sign up for hundreds of different accounts and maintain API keys and balances.
They want one unified skill that lets them access all the APIs with one balance.
Orthogonal. @orthogonal_sh
Excited to back these incredibly strong founders, @chrisspickett and @berasogut1.

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Multiple @pioneer_fund Investment Partners and Senior Venture Partners jumped on a late Friday night investment call with a W26 startup. We had a handshake at midnight.

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@TimSuzman @pioneer_fund Seeing so many partners rally together signals a powerful vote of confidence in the W26 cohort.
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@pioneer_fund Huge props to @jamesfong, @taro_f, Ryan from Astranis, Nikhil, Reetam on this one, and the whole Pioneer team for all the work all week/weekend day and night.
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