『The Series A Show with Fexingo: Early-Stage Funding, Pitch Decks, and Startup Milestones』のカバーアート

The Series A Show with Fexingo: Early-Stage Funding, Pitch Decks, and Startup Milestones

The Series A Show with Fexingo: Early-Stage Funding, Pitch Decks, and Startup Milestones

著者： Fexingo
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The Series A Show with Fexingo is the podcast that decodes the mechanics of early-stage venture financing. Each episode, co-hosts Lucas and Luna dissect a single startup's Series A round — from pitch deck structure and unit economics to cap table negotiations and the critical milestones that trigger institutional investment. Lucas walks through the actual numbers of a real announced round: pre-money valuation, revenue multiples, burn rate, and the growth metrics VCs demand. Luna presses him on the founder's perspective: what the term sheet actually said, which concessions mattered, and how the deal fits into the broader sector cycle. No hypotheticals, no generic advice — every conversation is anchored in a specific company, a specific sector (SaaS, biotech, fintech, climate tech), and the specific market conditions of that week. The show serves founders, angel investors, and venture associates who need to understand not just how to raise a round, but how to price one, negotiate one, and decide whether to take it. Whether the episode covers the rise in pre-seed rounds, the state of crossover investing, or the economics of a particular vertical, Lucas and Luna treat every deal as a case study. The result is a show that teaches by example, one term sheet at a time. What does your round actually say about your company's trajectory? #SeriesA #VentureCapital #PitchDeck #StartupFunding #TermSheet #StartupMilestones #UnitEconomics #SaaS #Fintech #Biotech #ClimateTech #AngelInvesting #PreMoney #Valuation #CapTable #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Founders Are Using Rolling Funds to Close Faster in 2026

    How Founders Are Using Rolling Funds to Close Faster in 2026
    2026/06/06
    Lucas and Luna explore the rapid rise of rolling funds in early-stage startup fundraising. With specific data from the current market—including a 15.6% drop in PLTR and an 11.7% decline in SHOP—the hosts examine why more founders are turning to continuous capital vehicles instead of traditional venture rounds. They break down the mechanics of rolling funds, how they change investor-founder dynamics, and the potential downsides. Using examples from recent headlines, including Reid Hoffman leaving Microsoft's board to go 'founder mode' with startup Manus, they discuss how rolling funds align with the trend toward founder-friendly financing. The episode also touches on the SAFE note trap and how rolling funds offer an alternative. A focused, data-rich conversation for startup builders and investors. #RollingFunds #StartupFunding #VentureCapital #FounderMode #ReidHoffman #Manus #SAFENote #CapitalEfficiency #FundraisingStrategy #EarlyStage #PitchDeck #InvestorRelations #Business #Technology #StartupMilestones #FexingoBusiness #BusinessPodcast #TheSeriesAShow Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • The Cliff Vesting Debate Every Founder Must Navigate

    The Cliff Vesting Debate Every Founder Must Navigate
    2026/06/06
    Episode 34 of The Series A Show with Fexingo tackles one of the most contentious terms in term sheets: the single-trigger vs. double-trigger cliff vesting debate. Lucas and Luna break down a real-world case study — a B2B SaaS startup that raised a $12 million Series A only to see two co-founders leave within six months, triggering a messy equity reallocation. They walk through how standard four-year vesting with a one-year cliff works, why founders often push for single-trigger acceleration upon acquisition, and what the data from 2025 Q4 shows about investor pushback. The episode also touches on how the recent public market sell-off — with names like Shopify and Palantir down over 10% — is making VCs more cautious on founder-friendly terms. If you're raising a round or sitting on a cap table, this episode gives you the math and the negotiation playbook for one of the least glamorous but most consequential clauses in your deal. #CliffVesting #FounderEquity #TermSheet #SeriesA #StartupLaw #DoubleTrigger #SingleTrigger #VestingSchedule #CapTable #B2BSaaS #Fundraising #EquityDilution #FounderNegotiation #Palantir #Shopify #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Supabase Doubled to 10B in 8 Months What That Means for B2B SaaS Valuations

    Supabase Doubled to 10B in 8 Months What That Means for B2B SaaS Valuations
    2026/06/05
    Supabase just doubled its valuation to $10 billion in eight months — one of the fastest re-ratings in B2B SaaS this cycle. Lucas and Luna break down what drove the jump, how the company positioned itself as an open-source alternative to Firebase, and what the math says about the multiples VCs are paying for infrastructure software in mid-2026. They also explore what this kind of velocity signals for earlier-stage startups building developer tools and platform products, and whether the market is rewarding growth over profitability again — or just betting on database lock-in. Tied to current market data showing a 9% drop in Microsoft and an 8% drop in NVIDIA over the past five days, the conversation looks at how cloud infrastructure plays are priced differently in public and private markets. #Supabase #B2BSaaS #StartupValuations #OpenSource #FirebaseAlternative #DevTools #InfrastructureSoftware #VentureCapital #GrowthStage #ARRMultiple #SaaSMetrics #PrivateMarkets #TechValuations #Database #PlatformProduct #BusinessAndTechnology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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