Framework
The Moat Has Moved
Ask what about your company takes years to build, not weeks. That is your moat.
How it works
- 1List your competitive advantages. If any can be replicated in a week with AI tools, cross them off.
- 2Real moats in 2025: proprietary or pre-digital data sets, founder network, deep channel access, vertical domain expertise.
- 3Ask: what in our business takes years to build? That is the moat. Everything else is table stakes.
Hear it on the podcast
Will VC Destroy Your Startup?Listen to the episodeMore from this episode
The Founder DNA ThesisDenver Ventures bets on the person before the product, especially at the earliest stages.The Distribution Co-Founder GapSolve distribution at the founding team level, not the hiring level.The VC Gut CheckDefine what success looks like before you define how to fund it.The Retention Signal VCs Actually WatchDo not optimize for margin optics. Show investors that people cannot stop using your product.The Agentic ShiftBuild the product that makes the user forget they are using a product.The Founder DNA FrameworkVCs at pre-seed and seed are not betting on your product — they are betting on you. Distribution, network, and domain obsession are the real moat in an era where anyone can clone your code overnight.The Distribution Co-Founder MoveAlmost no founders are doing this: bring a distribution co-founder onto the cap table before you raise — not as a hire, as an equal with real equity.The Bootstrap-Before-VC Stress TestBefore you chase a check, sit with this: if you bootstrapped to $500K ARR and kept 100% of your company, would you actually be worse off than taking that seed round?
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