Weekly AMA: what investors actually need

About this episode

The episode discusses the critical differences between interest and evidence for investors, featuring insights from Nikki Sims on various funding and market strategies.

Hey friends 👋 You’ve had the good conversations. Coffee chats that ended with “this is really interesting.” Followers who DM you to say they can’t wait. And when you go to investors, they pass. Because interest and evidence are two completely different things. This week, JDM and Cameron are joined by Nikki Sims — operator, VC fund veteran, and someone who’s actually seen what happens when founders confuse the two. In a special format, we invited founders from the Traction Lab Venture School to join us on the livestream to ask their questions. We covered traction signals that matter in historically offline industries, what happens to your roadmap when you land a 227-location enterprise deal, why your TAM slide is probably lying to investors without you realizing it, what to do when your market has a literal expiration date, and how to think about funding a hard goods business when VC math doesn’t apply. Nikki didn’t hold back. Neither did the guys. It’s the kind of honest investor feedback you usually only get if you already know someone. As always, thanks for listening. —Cameron and JDM Timestamps 00:00 - Introduction & Nikki Sims 05:00 - Traction in offline markets (AgTech /…

People in this episode

Hosts: JDM, Cameron Law

Guest: Nikki Sims

Topics covered

• investor feedback
• traction signals
• funding strategies
• market analysis
• hardware business

Keywords

• investors
• traction
• funding
• market expiration
• TAM slide
• hardware business
• enterprise deals

Mentioned in this episode

Organizations: Traction Lab Venture School, AgTech, biotech, construction tech

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