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Transcript

SAFEs Dominate Pre-Seed, Twitter X's Secret Investors, and Job Market Shifts

EOD 019

Happy Friday. In today's show, we dive into Carta’s new report on pre-seed funding in 2024, Twitter/X is forced to reveal their investors. For more: How To Raise Millions For Your Startup in 60 Days | Youtube

EOD Show 019 - Detailed Podcast Show Notes

Host: Matt Parker

Episode Overview

In this episode, Matt Parker dives into the latest trends in pre-seed funding, reveals the surprising list of Twitter X acquisition backers, and discusses recent economic data affecting the startup ecosystem.

Key Topics

1. The State of Pre-Seed Funding in 2024 (Carta)

  • SAFEs dominate early-stage funding:

    • 90% of rounds under $1 million use SAFEs

    • Preferred for rounds under $3 million

  • SAFE characteristics:

    • 85% are post-money SAFEs

    • 57% have only a valuation cap

    • 35% have both a valuation cap and a discount

    • 7% offer only a discount

  • Valuation trends:

    • Median valuation cap for $1 million raise: $10 million post-money

    • $500K raises see valuation caps around $7-8 million

  • Changes in check sizes:

    • Small checks under $25K are becoming scarcer

    • Larger checks taking a bigger slice of investments

  • Discount rates:

    • A median discount of 20% when present

  • Convertible notes:

    • Interest rates increased to 7.8% in Q2 2024 (up from 6.8% in Q2 2023)

2. Twitter X Acquisition Backers Revealed

  • High-profile investors include:

    • Andreessen Horowitz

    • Sequoia Capital

    • Fidelity

    • Larry Ellison

    • Prince Alwaleed Bin Talal of Saudi Arabia

    • Binance (cryptocurrency exchange)

    • Sean "Diddy" Combs

  • Matt's insights:

    • Demonstrates the complex web of relationships in major tech deals

    • Importance of building a diverse investor list for fundraising

3. Economic News and Job Market Shifts

  • Labor Department revision:

    • 818,000 fewer jobs were added in the year ending March than previously reported

    • Suggests cooling the job market

  • Impact on startup ecosystem:

    • Challenging job market for tech workers

    • Shift from abundant opportunities to more network-based hiring

    • Insider connections are becoming more crucial for job seekers

4. Startup Funding Highlight: Lettuce

  • San Francisco-based automated tax and accounting system

  • Raised $15 million in Series A funding from Zeev Ventures

  • Targets businesses of one, helping with tax and accounting automation

  • Indicates continued investor interest in fintech and automation startups

Call to Action

Closing Thoughts

Matt emphasizes the changing landscape of startup funding and job markets, encouraging founders to stay informed and adapt their strategies accordingly.

Stay curious,

Matt Parker


The End of Day Show is hosted by Matt Parker and airs four times a week on YouTube and Substack.

Four Insights
Stretch Four Podcast
The Stretch Four Podcast is hosted by Matthew Parker and covers topics across his world of venture-backed startup building, performance and health, family life, and living in San Francisco. He is joined by occasional guests and high performers who share their knowledge on company building their lifestyle hacks. New episodes released every Monday at 8 AM PST.