Geoff Charles

Impactful Biz, Ops & Investment Roles at Early Startups & VCs: • Chief of Staff to Ex. Head of Product at Google • Founding GTM at the most YC product used by other YC companies in the past four years • Chief of Staff to a Partner at a Top-Tier VC Fund • Head of Platform of a NY State Backed Accelerator • Investment Associate at a Seed Stage Fund Investing in Category-Defining Companies • Partner at a Defense-Focused VC Fund • Chief Revenue Officer of a New Space Company in El Segundo • Venture Capital Analyst at a fund investing in overlooked geographies • Investment Associate at a Spirit-Focused Fund • Strategy & Ops Lead at a Company Focused on Helping Improve Autism • Senior Product Manager at a Company Focused on Building Shopify for Content Creators • Program Manager for a Space Security Company • Open-ended Investment Position at a Top-Tier Accelerator • Biz & Ops Lead for One of the Most Loved Digital Consumer Products 💸 All companies are well-funded and backed by top-tier investors. ⬇ You can find links to the roles above, plus many more, in the comments.

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Day 71: Last Call: Join Us at LvlUp Ventures Private Investor Cocktail Hour in NYC YOO NYC Startup Ecosystem Colleagues & Investor Friends, Just a few spots left! Who's going to make it? I know we’re all used to packed schedules and constant pitching—but this is different. This is your chance to break bread (and clink glasses) with the people who actually move the needle. Whether you're a savvy angel, an ambitious VC, or just dipping your toes into the investment world, this event is your invitation to level up—literally! 🗓️ LvlUp Ventures Private Investor Cocktail Hour 📍 New York City — September 19th ⏰ Doors Open: 5:30 PM EST 🍸 Open Bar & Appetizers: Premium drinks and snacks 📈 Exclusive LvlUp Ventures Presentation: The future of startup investing—now. Why attend? Because networking with the right people can accelerate your next deal. This isn’t just a casual mixer. It’s a chance to align yourself with innovation, gain insights, and spot those opportunities others miss. Trust me, you don’t want to be the one reading about this event later on LinkedIn wishing you'd gone. Special thanks to our incredible partner, Rho! A game-changing business banking platform that's redefining how companies manage cash flow and scale efficiently. No fees, 24/7 support—what more do you need? Ready to RSVP? Request your invite here >> https://lnkd.in/gD4S5bsS << Your seat at the table (and a drink in your hand) is waiting. Will we see you there, or will you miss out? What’s one key thing you look for when attending investor events? Drop your thoughts in the comments! Let’s make the next days of our journey count, filled with more stories, inspiration, and community impact! P.S. Want to get involved? If this resonates, repost, to share with others ♻️ and follow Javy Martinez for more in the future.

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Excited to share some thoughts from my recent conversation on the VC10X podcast. We dove quite a bit into the importance of product-market fit in Hard Tech 🎙️ ·     One key insight I've gained from working with Hard Tech companies at Pangaea Ventures: The difference between good and great product-market fit often shows up in the growth patterns. ·     Many Hard Tech companies show linear growth - put in a dollar on manufacturing and sales, get a predictable return. But when you've truly nailed product-market fit, something magical happens: the growth curve becomes exponential. ·     We look for companies where $1 invested this year yields significantly more return than the same dollar did last year. That's when you know you're onto something special. That's the inflection point where linear becomes exponential. ·     This pattern has been a reliable indicator throughout my time at Pangaea, helping companies navigate their early growth stages, build high-performance teams, and cultivate excellence. Thanks to Prashant and the VC10X podcast for having me on to discuss the evolving Hard Tech ecosystem. What patterns have you observed in successful Hard Tech companies? Would love to hear your thoughts.

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After the first deep dive discussion w/ founders I often hear a comment "I wish I had heard about this alternative [to all-in must-become-a-unicorn] way to build a startup earlier as I have wasted years in pursuing the wrong thing". Our mission is that no founder would ever need to say that again as it is such a waste. Us preaching the gospel 1:1 just doesn't scale, hence we use mass media to multiply our efforts - that's how Gorillacast came to be. The 1st episode is out, featuring yours truly. "How can you know what food you like unless you taste everything" said a chef. How can founders make informed choices about the best strategy for them to follow unless they know of all alternatives? This might not be of interest to you but pls spread the word so that the founders who should hear it can find it. I have a dream!

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Here’s an interesting read/concept to consider from TechCrunch! AI-powered chatbots like ChatGPT are incredible innovations that are worth being excited about — but it’s important to also remember that we haven’t perfected these platforms yet. When it comes to chatbot technology and inclusivity, there are still multiple obvious shortcomings. #ChatGPT and other AI tools of the same vein currently struggle to read cultural nuance, and the algorithms that power these services mostly approach things from a Eurocentric/Western lens. Basically, one of the most popular and widespread AI platforms we have today was not built with the perspectives of #POC #BIPOC in mind. As a result, we’re starting to see alternative chatbots/modifications of ChatGPT in an attempt to create #PersonalizedAI such as John Pasmore’s Latimer.AI, an AI language model that tailors its answers to the experiences of Black and brown people. See also Erin Reddick’s beta ChatBlackGPT, which adjusts the harsher language and rhetoric regarding Black historical events, was trained by Black authors, writings, and philosophers. So, do you think #culturallyspecific AI models are a good solution? Or eventually, should broader companies that own ChatGPT/chatbots have a responibility to make them as inclusive as possible? Could that even be achieved with the structural racism and persistent inequalities that prevail in the tech ecosystem today? I want your takes.

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At Forum we look at thousands of deals each year across our Accelerator and Pre-Seed funds but only end up investing in a little over 1% of those startups.  As an early stage VC, I am in the business of saying no to nearly every startup I meet, and while there is nuanced rationale for many of the startups I pass on, a vast majority of businesses that don’t meet the qualification to get funded typically fall into one of two buckets. ▪ First time founders have a tendency to go out to market too early to raise pre-seed capital ▪   I’m sure most founders have heard some iteration of this from VCs that ultimately pass on their business.  In some cases it's a blanket excuse covering up for other pass reasons- perhaps a VC doesn’t believe in a team or isn’t bullish on the market opportunity - but in many cases founders simply haven't proven enough to the market to warrant an investment. I meet many teams with an articulate vision for the product that they want to build, but they either haven't performed enough customer discovery to prove demand for their initial wedge product, or need to raise pre-seed capital to build out an MVP.  In those cases, pre-seed investors are unwilling to underwrite those risks.  To be default fundable, teams need to be able to keep costs low, perform extensive customer discovery, and ship some version of an early product - pilots and early paid customers are key. A huge piece of this is having founding engineering talent on the team. ▪Not every startup is a venture opportunity ▪ By definition, a venture backed business is solving a problem within a market opportunity so massive and so desperately needed, that its growth rate is off the charts.   It spreads like a weed, absorbing almost unlimited amounts of capital to fulfill demand within its customer base.   Each year there are maybe 20 companies launched that ultimately have venture scale outcomes. The bar to reach this rarified air is unfathomably high and the reality is the vast majority of founders simply aren’t building for opportunities that have the potential to be one of these generational companies. Many startup founders view VC as the only viable option for capitalizing their business, but not every great business is a venture business, and most successful founders never take VC dollars.  In order to reach an IPO/acquisition large enough to generate venture returns, a startup needs a credible path to $100s of millions in revenue. This is the standard by which early stage opportunities are evaluated. The flip side to this, and I share this feedback often with founders I meet that are building interesting business in non venture markets, if you are able to scale to $10- $20M in revenue that can be a massively successful outcome for a founder.  There are investors who focus on these type outcomes, namely lower middle market PE shops, and the typical path to those deals is a bootstrapped business or a friends/family capital raise.

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As a B2B SaaS VC 👩‍💻 and a huge data nerd 🤓, fewer things bring me more joy than a truly statistically significant analysis (600+ companies surveyed) of B2B SaaS metrics across early stage companies. Great work by our team at Emergence Capital! See comments for full report, and please let us know how we can make this better in the future!

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Wei D. (Founder and CEO of unicorn Clipboard Health) dropped some major 💎 gems of wisdom during her fireside chat with PearX founders at Pear VC SF Studio yesterday. These really resonated: 💎 PMF isn't something you achieve once - staying relevant to your market is an ongoing pursuit 💯 (Wei shared that to date she still LOVES talking with customers and - even at 1000+ employees and with all the success already achieved - she continues to chase unlocks for the business and recently obtained her nursing assistant certification in order to stay close to users and unlock new insights with them 🥇) 💎 If you're scared of sales, don't think of it as sales -- you're just talking to someone who you're trying to help. Approach your customers with care and listen to them as you would a friend. The moment it's an actual conversation with a friend, that's probably where you're going to get your first sale. If it feels "salesy" you're probably not doing it the right way. 🤝 💎 Do whatever it takes to get in front of your customers! (For Wei this meant driving around at 8 months pregnant and walking up to DMs at nursing homes!) 🚗 💎 The users you speak with in your market will give you the key jargon you need to use to speak back to your market. Listen intently and adopt their language! 🗣 💎 There is little you decide that can't be undone. Be smart, make calculated decisions, but don't overthink things --- err on the side of action and quick decision making. 🏃‍♀️ 💎 Iterate until your users feel passionately about what you're doing (ie. they get angry when the product is down or doesn't work). You want your users to care A LOT about the problem you're solving. 😡 Wei's resilience, grit and work ethic are off the charts. What an inspiration! 👏 #femalefounders #inspiration #techfounder #unicornfounder #hero

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Non-Engineering Roles at Early-Stage Startups Offering $120K+ Base Salary with Meaningful Bonus and Equity: Chief of Staff @ Milo (Consumer), Remote Biz Ops Lead @ Fractal Agriculture (FinTech), Remote; Backed by Virta Ventures Chief of Staff @ CakeAI (AI SaaS), NY; Backed by Primary Venture Partners Demand Generation Specialist @ Rootly (Consumer), Remote; Backed by YC, 8VC, Gradient Ventures Account Executive @ CommandBar (Enterprise SaaS), Remote; Backed by Soma Capital, YC, Insight Partners Product Marketing @ Slope (Enterprise), Remote; Backed by YC, Union Square Ventures, Liquid 2 Ventures Supply Planning Manager @ PROVEN Skincare (Consumer), Remote; Backed by YC, FJ Labs, Soma Capital, Social Capital Account Executive @ Accrue Savings (Consumer), NY; Backed by Ground Up Ventures, Tiger Global Chief of Staff @ UNIGRID Battery (Climate), CA; Backed by Union Square Ventures, LiquidMetal Ventures Job details and the full list (40+ opportunities) are in the comments below. If you're interested in non-tech jobs focused on specific industries like HardTech, HealthTech, Climate, etc., then DM me or let me know in the comments.

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The secret—if it ever was one—is out on private equity fondness for vertical software. While PE-backed acquisitions were down 50%+ from a peak in 2021, vertical buyouts have continued to grow, and the fervor seems to be gaining steam. In today’s essay, we will pose an answer to one question: is PE a viable path to exit for a venture-backed startup?

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The state of venture capital is wild right now. We are witnessing a surge of innovation across the spectrum: - Funds merging - VC doing PE - PE doing VC - Secondary funds - Buyout funds - Spin-out funds - Debt funds - Continuation funds - Infrastructure funds - GP turnover - Hard Tech surging - Family Office uptick

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💡 Sunday read. Was catching up on some reading today and enjoyed this TechCrunch article with Marc Lore. His comments about startups and taking risk - specifically seeking out risk specifically - is insightful. From the article 👇 "But startups are very different than big companies. When you’re at a big company like Walmart [whose U.S. e-commerce business Lore ran after selling it one of his companies], it’s all about incremental improvement. There’s no incentive to take risk. As a startup founder, chances are you’re going to die. Chances are you are going to die every day that you’re living and doing this startup. The probability is 80%, with only a 20% chance of this actually working. So you have to take that into account when you’re making decisions. You have to seek opportunities to take risk, to reduce your risk of dying. The status quo is the worst thing you can do. Doing nothing is the most risk you can possibly take." Full article here https://lnkd.in/gQhuyeiu

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🚨 Attention early-stage founders raising – excited to spread the word about open applications for PEERLESS 2025! Led by AlleyCorp and Management Leadership for Tomorrow, curated programming will culminate in 5 founders pitching at Google's NYC headquarters in April, where one winner will receive a $1M investment from AlleyCorp. This isn't only about creating a more equitable tech ecosystem, it's about backing the next generation of exceptional founders who are uniquely positioned to shape the future. Applications opened on October 15th and close on December 6th 2024. While they welcome all early-stage founders with exceptional ideas, AlleyCorp is encouraging applications from startups that: ✅ Have raised less than $2M ✅ Are technologically innovative ✅ Have a strong go-to-market advantage ✅ Have identified a large market opportunity ✅ Are led by Black, Latine, Native American, or female founders All applicants will be invited to various ecosystem events with top founders and VCs. Learn more and start your application at www.peerlesspitch.com. 💯 👏Desiree Almodovar + #alleycorp

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Want a front-row seat to the frontier of tech? We’ve got the role (or two) for you! We’re expanding our frontier-tech team at Blackbird by hiring a Frontier Tech Investments Associate and Foundry Fellows! Got questions? We've got answers... 1️⃣ What are the roles? 🧪 Associate = a full-time VC investment gig in our Blackbird Investments team, working directly with me. We’re looking for someone with a science and/or engineering background and more curiosity than they can handle. You’ll grow your own investment brand and practice, support our portfolio founders, and will help build Foundry, our early-stage frontier-tech accelerator. ✨ Foundry Fellow = a casual/contract gig in our Blackbird Investments team, ~15h per week for 3 months. The Fellowship is ideal for PhD students and ECRs who want to learn more about startups and VC. You’ll go deep on emerging areas relevant to your expertise (or curiosity!), get a front-row seat to groundbreaking companies in those areas, build out your non-academic network, and develop a solid writing practice. 2️⃣ Why are you hiring? We love frontier tech, and we’re ready to grow our team. 3️⃣ Wow, it’s so great that you’re starting to look at deep tech! Look, we get it: we don’t make a lot of noise about our frontier tech investing. Buuuut we’ve been deep-tech investors since we backed Tim Kentley-Klay to found Zoox back in 2014—we’ve been on incredible journeys with PsiQuantum (building the world's first utility-scale quantum computer right here in Australia!), Inventia Life Science (transforming drug discovery with high-fidelity cell models), Remedy Robotics (surgical robots for remote endovascular procedures), Opto Biosystems (minimally-invasive neural implants to treat cancer), and more. We believe that frontier technologies, and great frontier-tech investing, will be part of the solutions to the greatest problems humanity faces today. 4️⃣ When do applications close? May 31st at 11:59pm AEST. 5️⃣ I have more questions! I’m sure you do! Clare Birch and I are hosting an AMA to answer any and all questions about these roles. Want to know what a week in the life of our team looks like? What’s keeping us up at night? What our ideal candidate looks like? Come along and find out - registration link in the comments 👇 Apply for these roles: Associate - https://lnkd.in/gCfj4EUJ Foundry Fellowships - https://lnkd.in/gj6ATZVZ If you know anyone that we should meet, send me their details! Cameron Elise Ben Andrew Robin Joseph Adelaide James Olivia Lucinda Raghav Jesse Christie Mohamed Tom Amee Pablo Haya Loong Hon Joshua Benjamin Megan Harry Denzil Matthew Diana Daniel Tom Deanna Justin Amar Lilly Stone Thomas

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Insightful look into bioplatform strategy, and what it takes to raise a Series A from my partner, Omri Amirav-Drory: https://lnkd.in/dFv7GbF6

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📈 It's not 100% clear where the economy is headed, but given how busy this summer has been for Cervin Ventures and other investors I talk to, there is momentum building in early-stage B2B tech (and yes, beyond just the AI app companies). Read more about the state of the market in Cervin's Q2 recap -- as well as some recent updates from portfolio companies such as Catch+Release, LaunchDarkly and Anvilogic.

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I’m thrilled to be announcing that Notion Capital is leading the $15m Series A investment in Cogna today. In the industry, we like to think that software has been eating the world. But when you look at the data a better description would be more of a nibble. Depending on what source you look at the software industry represents between 5-8% of global GDP. Contrast that with the services industry that represents between 60-70% of GDP and worth around $25 trillion on a global basis. Most services have been out of reach for the software industry. They have either been too complex or too specialized for off the shelf software to access in any economically viable way. But that’s beginnning to change with GenAI leading to the emergence of ‘service as a software.’ Cogna is at the forefront of this opportunity - building precision software at scale and delivering huge productivity gains for traditional industries. We know Ben Peters & Lars Mennen well having backed their previous company Five AI that was acquired by Bosch in 2022. And we’re very excited to be backing them again together with Hoxton Ventures & Chalfen Ventures Read my full blog post on why we invested here. Radu Bozga Ben Peters Lars Mennen Bryan G. Mike Chalfen Hussein Kanji Kirsten Connell https://lnkd.in/eh8mhcJb

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The above is all true, and I'd like to add a really important point. In the Bay Area, I observed that startups collaborate, partner, meet, etc - all in the spirit of the best possible user experience as an end in itself. The startups work together more. It's easy to get a meeting, you can basically show up to someone's office, just walk in, and you're welcomed. Founders work on "cool" experiences or tech first, and worry about financials second. In NYC I found the reverse to be true. It's harder to get a meeting with a founder. When you get one, it's like going to the dentist; the EA schedules a meeting with you 6 weeks in advance, upon arriving you sit in lobby and you wait until you are called. The meeting is transactional, a "novel" user experience or excitement around a technical breakthrough is rarely a main topic. It's much more transactional. This isn't a criticism in any way, it's just an observation that I believe explains why there are less household tech names coming out of NYC. Because if you look at the household tech names in the world - they always put the user first.

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