The Full Ratchet: Vc | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Tomasz Tunguz of Redpoint Ventures joins Nick on a special Crisis Coverage installment to discuss SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom. In this episode, we cover: September of 2015 was the last time we had you on the program...  bring us up-to-speed on major milestones and changes since then? Has your thesis changed at all? Aside from the effects of the pandemic now, what has been the biggest change in SaaS investing since then? Lots of varying advice from so-called experts... some suggesting to deep cuts across the board, extend runway out for a few years... others saying now is the time to lean-in, expand and take advantage of opportunities that are created by the crisis.  You put together a pretty simple two by two decision-matrix for startups.  Can you talk through this and how you're providing different counsel to startups in different positions? If you're vetting a startup for a Series A that has benefited from the crisis, how do you disentangle or segregate temporary or