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Angel Investor (Individual)

Investments

22

Portfolio Exits

8

About Semil Shah

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Latest Semil Shah News

20VC: Semil Shah on the biggest mistakes VCs and LPs made in the last 24 months, why LP churn is coming, key lessons on scaling from the $1 million Haystack Fund I raised to date and how to find, win LPs as an emerging manager and manage – 20VC

Nov 21, 2022

- Advertisement - Semil Shah is the founder of Haystack, one of the leading pre-seed and seed firms of the last decade. Semill’s portfolio includes DoorDash ($DASH), Instacart, HashiCorp ($HCP), Opendoor ($OPEN), Figma (acquired by Adobe), Carta and many other standout companies. Cemil’s first fund is surprisingly marked up between 30 and 40x the fund. - Advertisement - 1.) Works of Semil Shah: - Advertisement - From whom is Cemil running? Where is he running? What does Cemil know now that he wishes he had known when entering the venture? What is Cemil’s biggest advice to managers raising their first funding now? 2.) Fund Sizing: Growing Vs Being Disciplined: Question from Hunter Walk: How does Semill determine the right size of fund to raise with each fund Question from Satya Patel: Why have you resisted increasing the AUM? , What are the benefits and drawbacks? What investment mistakes has Cemil made over the past 3 years that he wishes he hadn’t? 3.) The Secret to Fundraising for a Fund: What is Cemil’s biggest advice to budding managers on finding a new LP? what works? What materials should managers have with a new fundraiser? deck? Dataroom? What are the most common mistakes VCs make when pitching their funds to LPs? How does Semill follow-up with a potential LP after the call? what works? What is not? How does Cemil suggest creating a sense of urgency for LPs to commit to a fund? How does Cemil feel about offering preferential terms to persuade LP to close in the first place? 4.) Current Scenario: For Vice Chancellors: How will the current scenario affect the growth potential of budding managers? What advice would Cemil give them? pick up small? As Kyle Harrison recently said on the show, “discrimination will kill 80% of venture firms, especially so-and-so”. Does Cemil agree? Who’s ready to fight? Who is ready to thrive in this environment? For LP: What does Cemil think is the biggest mistake LP has made in the past 2-3 years? How will they react to this market cycle? If Cemil was handed an endowment fund, how would he allocate it today? Does Semil agree, we will see a debasement of enterprise returns to PE-like multiples? Why? For Founders: How does Cemil advise founders today when everyone says they are investing but very few are actually investing? How does Cemil advise founders to think about valuation inflection points in relation to raising capital? Items mentioned in today’s episode: Cemil’s favorite article: Master of Play Cemil’s Most Recent Investment: Provide Security

Semil Shah Investments

22 Investments

Semil Shah has made 22 investments. Their latest investment was in Scoop Technologies as part of their Unattributed on November 11, 2022.

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Semil Shah Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

11/18/2022

Unattributed

Scoop Technologies

$8M

Yes

1

11/11/2021

Series D

Applied Intuition

$175M

Yes

16

5/26/2021

Series A

Rewatch

$20M

No

8

3/24/2021

Series C

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$99M

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10

1/6/2021

Angel

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$99M

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10

Date

11/18/2022

11/11/2021

5/26/2021

3/24/2021

1/6/2021

Round

Unattributed

Series D

Series A

Series C

Angel

Company

Scoop Technologies

Applied Intuition

Rewatch

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Amount

$8M

$175M

$20M

$99M

$99M

New?

Yes

Yes

No

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Co-Investors

Sources

1

16

8

10

10

Semil Shah Portfolio Exits

8 Portfolio Exits

Semil Shah has 8 portfolio exits. Their latest portfolio exit was Figma on September 15, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/15/2022

Acquired

$99M

178

3/10/2020

Merger

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$99M

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10

4/3/2019

Acquired

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$99M

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10

10/25/2018

Acquired

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$99M

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10

5/15/2018

Acquired

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$99M

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10

Date

9/15/2022

3/10/2020

4/3/2019

10/25/2018

5/15/2018

Exit

Acquired

Merger

Acquired

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

178

10

10

10

10

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