VC: Fundraising Today Is Illogical—Traction Lists Won't Help Unless VCs See Other VCs Queuing
arian_ghashghai · x · 2026-10-10
- An investor on recurring founder questions ("if we ship X, Y, Z before <date>, is that enough for a seed/A?"): they're assigning logic to an entirely illogical process.
- The only reliable way to raise now is making VCs believe other VCs are queuing to invest—a factor of right sector, right timing, traction, and serendipity.
- Common trait of his portfolio companies that caught fire: being just early enough to build team and traction before their sector entered the VC zeitgeist; outside the zeitgeist, raising is tough regardless.
Related event: Investor Says Fundraising Runs on Narrative and Luck, Not Metrics(2 posts)→
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