Mastering the VC Game

Book · 2010

Flybridge Capital co-founder and Harvard Business School senior lecturer Jeffrey Bussgang's insider's guide to the venture game — the source of the Jungle, Dirt Road, Highway metaphor for startup stages.

Published
2010 · Portfolio

  • VC deal flow is a brutal funnel: a firm with healthy deal flow reviews 300–500 deals a year, but a VC who joins the board of a company he backs has capacity for only one or two new investments annually — as of the book’s 2010 writing [1].
  • Bussgang’s formula for getting funded is sweet spot + compelling vision + the right team; the wrong team kills a deal no matter how good the market or the pitch [2].
  • Founders routinely misread a term sheet’s economics by fixating on the headline pre-money price and missing how the size of the option pool set aside for future hires changes their real ownership — a gap Bussgang says VCs understand far better than entrepreneurs do [3].
  • Separately from price, a term sheet’s control provisions — who sits on the board, which decisions require VC consent through “protective provisions,” and whether a voting threshold carries drag-along rights — decide who actually runs the company once things go wrong [4].
  • A VC board member carries a structural, not just personal, conflict: a duty of loyalty to the company’s own shareholders alongside a separate fiduciary duty to the VC’s own fund investors — and Bussgang’s three board-member archetypes (Domain Expert, Cheerleader, Truth Teller) exist inside that tension, with his advice to founders being to choose the Truth Teller every time [5][5].
  • Bussgang writes from both sides of the table: a decade as a venture-backed founder across three start-ups before co-founding Flybridge Capital Partners as a VC — the dual vantage the book trades on throughout [5].

  • Negotiating your first term sheet and anchoring on the pre-money number: without this book, you compare offers on price alone and miss that a larger option pool can erase the ownership advantage a “better” price appeared to buy — Bussgang’s own war story of losing a deal to a worse-priced competitor is the correction.
  • Assembling a board while you still control the cap table: without this book, you treat board seats as a formality of the raise rather than a control decision — who holds the independent seat, and whether that seat is unilaterally chosen, determines who actually runs the company if performance slips.
  • Choosing which investor to add to the board: without this book, you default to the VC who is most encouraging in the room. Bussgang’s Truth Teller/Cheerleader/Domain Expert typology argues the encouraging one is usually the least useful once the company is in trouble.
  • Reading a board member’s advice at face value: without this book, you take a VC director’s counsel as disinterested guidance. It’s also, structurally, advice from someone who owes a separate fiduciary duty to their own fund’s investors — worth knowing before you weigh it.

1
Jeffrey Bussgang, Mastering the VC Game: A Venture Capital Insider Reveals How to Get from Start-up to IPO on Your Terms, Portfolio/Penguin, 2010.
2
Bussgang, Mastering the VC Game, § "The Right People—An Unfair Advantage".
3
Bussgang, Mastering the VC Game, § "Economics (Not Only 'Price')".
4
Bussgang, Mastering the VC Game, § "Your Price, My Terms: Who's in Control?".
5
Bussgang, Mastering the VC Game.