Why Mixing Private & Public Compensation Data Doesn’t Cut It
One time is random. Twice is a pattern. I got off the phone with a biotech VC today who was genuinely trying to understand why Thelander doesn’t mix public and private company compensation data together for the private company dataset. This question has come up enough that we’re putting our answer on the record. 1. […]
What Talent Partners at Venture Capital Firms Are Making
Venture capital firms are increasingly building out dedicated talent teams to help portfolio companies hire executives and scale their teams, a model long used by CVC Units. As these roles have become more strategic, compensation has followed. We dug into the Thelander YoY dataset (available through an investment firm subscription) to see what Talent Partners […]
The Investor Option Pool: Why Valuation Matters More Than Share Size
In our last piece, we looked at how the founder share of a company’s option pool shrinks as valuations rise — and what that actually means in dollar terms. This week, we’re looking at the investor option pool: what that growth actually means, and why the dynamics of the investor pool are fundamentally different from […]