10 Minute Blitz with the great, Ann Miura-Ko. 100+ RSVPs for this. See you all at 11 AM PT!
Founder of Angel Squad | I write about startups, investing, and hard-earned lessons | Small Bets newsletter
Ann Miura-Ko turned a seed check into a 10,000x return with Lyft. She was the first investor back in 2010 when it was still called Zimride. Sat on the board for over a decade through the IPO. I've been reviewing pre-seed decks with Ann since 2019. Hundreds of them. Maybe over a thousand at this point. Ann has a PhD in mathematical modeling from Stanford, but the way she evaluates companies isn't about spreadsheets. It's about seeing patterns others miss and understanding the second-order effects of market shifts before they're obvious. When AWS launched in 2006, she didn't just see that startups could be built cheaper. She saw that an entirely new type of investor would emerge to fund them. That insight led to founding Floodgate during the 2008 financial crisis. The reason I'm bringing this up: we're doing a 10-minute blitz with Ann this Friday. I want to unpack how she thinks about pre-seed deals: 1. What she looks for in founders at the earliest stages 2. How she spots controversial insights before they become consensus 3. The questions she asks that reveal whether a company has real potential If you're trying to learn how top investors evaluate early-stage companies, this will be worth your time. RSVP to come or to get the recording: https://luma.com/4giedi1j