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Alexander Jarvis
alexanderjarvis.com · Personal blog · on HN since 2015
Alexander Jarvis collects startup pitch decks, investment memos, and founder advice, including decks from YouTube, DoorDash, and Monzo.
What HN saysHN links it as a source of real pitch decks and investment memos, though one commenter mocks its 'fuck you list' advice.
17HN people shared it
7linked it in comments
12stories submitted
22story points
2 years agolast shared
2015people per year2026
Most-shared posts
- 1Apple, Google, MS: Who doesn't want to peek into the secrets of these corps?1 people · 4 points · first shared 2024 · 3 comments on HN
- 2YouTube's Pitch deck to Sequoia in 20051 people · 4 points · first shared 2016 · discussion on HN
- 3Collection of pitch decks from venture capital funded startups1 people · 2 points · first shared 2015 · discussion on HN
- 4Steve Jobs agenda for a secret meeting (2010)1 people · 2 points · first shared 2024 · 1 comments on HN
- 5What questions to ask a potential co-founder1 people · 2 points · first shared 2018 · discussion on HN
- 620 launch and demo videos from successful startups (Before they were famous)1 people · 2 points · first shared 2018 · discussion on HN
- 7DoorDash Venture Capital Investment Memo1 people · 1 points · first shared 2023 · 1 comments on HN
- 8We invested. Venture capital firms share why they backed startups1 people · 1 points · first shared 2022 · discussion on HN
- 9Debt vs. Equity: Whats the Difference?1 people · 1 points · first shared 2024 · discussion on HN
- 10The Katzenberg Memo (1991)1 people · 1 points · first shared 2024 · discussion on HN
- 11How big can this get? Market sizing has killed many startup fundraises (2018)1 people · 1 points · first shared 2019 · discussion on HN
- 12The confidential YouTube Investment Memo by Sequoia you were never meant to see1 people · 1 points · first shared 2022 · discussion on HN
- 13Memo nokia ceo stephen elops burning platform1 people · first shared 2022
- 14The pitch deck fuck you list1 people · first shared 2023
- 15Pitch deck reviews from techcrunch1 people · first shared 2024
What HN people wrote when they linked it
Apocryphon · 2023-07-05
Hilariously enough, here's some blog thought leader who's telling founders to do so as an exercise while writing up their pitch decks:
https://www.alexanderjarvis.com/the-pitch-deck-fuck-you-list/
> What is the fuck you list?
Simply put, it’s what you tell Billy Bob to get him to shut the fuck up, and as someone who hates you, still make him think what you are doing actually makes sense.
> The fuck you list are 3-5 key points about why your business is amazing and you are going to win. They are the important points you would feel annoyed for having not conveyed when you leave that big meeting with the investor you really want to close.
We have arrived at peak HN.
alexanderjarvis · 2024-10-27
I spent 10 years finding all the decks (Which "inspired" all the resources). BI started posting mktg slides so you can find more decks, but they aren't real.
SaaS typically has the best decks. I used to recommend looking at the Front decks. I have commentary on them. I would look a the LinkedIn s-b deck as there is a lot of commentary to get your thinking a bit more expansively.
List of decks (filter for saas): https://www.alexanderjarvis.com/resources/collections/startup-pitch-de… You can search by slide type (I manually indexed 10k... to update but is a lot of work1): https://www.alexanderjarvis.com/resources/collections/pitch-deck-slide…
Below: Haje made a list of 100 'teardowns' of blogs. They are available as the TC premium service shut down. I indexed them here in a table you can click on: https://www.alexanderjarvis.com/pitch-deck-reviews-from-techcrunch/
The issue is most of the decks are sht. So you might get an idea of slides, but you will come back to your narrative aka making a good deck.
When I help do decks you do from scratch and the ball ache is figuring out your narrative, business model, what to share etc.
You will look at slides and they might hurt you by distracting you as you see slides and try together rather than thinking about your business...
I made some collections from HFs, mgmt consulting, M&A to help educate.
Happy to give some free feedback to the community if you have questions.
blitzar · 2023-04-18
Back in ye olde days of 1998 - https://en.wikipedia.org/wiki/Egg_Banking
Monzo started probably the closest to OP description - https://www.alexanderjarvis.com/monzo-pitch-deck-raise-series-b-capita…
O__________O · 2023-02-07
Example of what an investment memo might look like from perspective of Sequoia as it relates to DoorDash:
- https://www.alexanderjarvis.com/doordash-venture-capital-investment-me…
helen___keller · 2022-09-21
At first I was going to disagree but now I'm rethinking.
The need for these DevX groups comes from the fact that at Amazon's scale, there's lots of powerful tools, such as a massive internal build system and such.
So, one answer is that you need DevX groups, because it makes no sense to have each of the thousands of developers learn how to tinker/fix the huge custom amazon build system (IE empowering individual devs).
A second answer might be that there shouldn't be massive internal systems in the first place.
A lot of the brilliance of AWS was reducing the differentiation between internal and external teams as consumers of services[0]. The buildup of massive internal systems probably shows that Amazon hasn't gone far enough, and DevX failures are just a symptom.
[0] related https://www.alexanderjarvis.com/steve-yegges-famous-rant-on-google-vs-…
kjellsbells · 2022-05-24
wasnt this pain the premise of the infamous "burning platform" memo [1] and the eventual switch to Windows Phone as an OS?
[1] https://www.alexanderjarvis.com/memo-nokia-ceo-stephen-elops-burning-p…
airstrike · 2024-10-22
> That’s super helpful - so basically what other deals are going on in the market and how they’re being structured?
That's one of the rows of the football field. Actually one I forgot to mention, often called "precedent transactions". You can see some examples of these slides if you scroll down to "Why these slides are made" here https://www.alexanderjarvis.com/investment-banking-slide-examples-of-f…
But when I mentioned relative valuation or trading comparables, I meant looking at similar public companies today and what their implied valuation is based on their current share price (more about that here https://news.ycombinator.com/item?id=41862295)
Those relative valuation methodologies are different so-called "intrinsic" valuation methodologies like DCF or discounted equity value, which just look at the company you're valuing and do some math "in a vacuum" to get some implied value per share.
> Which makes sense - seems like Perplexity will always cater towards your average retail investor, there’s just too much complexity and cost to acquiring the type of data a professional cares about. Seems like that will need a to be its own platform.
I agree, but there's definitely a lot of room for automation in the professional space. Unfortunately I can only tackle one startup at a time so that's like ~third on my list of revolutionary ideas that I'll get to one day ;-)