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Continuing from the last post, after explaining the three viable revenue streams, Reza began talking about their scaling strategy.He explained that their expansion approach mirrors that of property management companies: it’s all about adding doors—bringing more units under management.For property management companies, growth means consistently signing contracts with small to mid-sized landlords, often adding 10 to 50 units at a time. Similarly, their strategy focuses on signing small to mid-sized property management companies. “Every new client we bring onboard adds 500 to 1,500 doors to our platform. This creates an incredibly fast scaling effect,” Reza said.How They Reach ClientsCurious, I... Continue reading

Continuing from the last post, Reza said that the first startup wasn’t considered a success, as it didn’t meet the initial expectations. They originally thought they could deliver 3-10x returns to early investors, but that didn’t happen, and in the end, they returned the principal back to them, or converted their shares into this new startup if investors indicated interest. Some of his peers who dropped out of Harvard at the same time already built unicorns, and he felt really frustrated during that period. However, if it weren’t for that experience, they wouldn’t have found the market pain points and... Continue reading

Remember that 90-day-to-IPO “bonus series” I did? My team thought they could finally take a breather after that… and here we go again with another can’t-skip update 😂So here’s the story.There’s this AI company I invested in last year — back then, their ARR had just hit seven figures and was growing fast month by month. I even did a whole interview series about it. Because I came in through one of the early investors, I happened to grab a small position right before the valuation jumped, so on paper it’s already up a round.I actually went through the whole... Continue reading