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#95 Code Cubitt: Coachability Is Critical

Oct 27, 2020 1h 2m 55 insights
Managing Director of Mistral Venture Partners Code Cubitt has an interesting origin story. After being kicked out of University twice he still managed to graduate and quickly climbed the ranks for several prominent companies before striking out on his own. Hear how he evaluates founders, his decision-making process, common mistakes companies make as they scale, and much more. -- Want even more? Members get early access, hand-edited transcripts, member-only episodes, and so much more. Learn more here: https://fs.blog/membership/   Every Sunday our Brain Food newsletter shares timeless insights and ideas that you can use at work and home. Add it to your inbox: https://fs.blog/newsletter/   Follow Shane on Twitter at: https://twitter.com/ShaneAParrish
Actionable Insights

1. Be a Visionary, Decisive CEO

Strive to be an “A CEO” by anticipating significant changes 6-12 months ahead of others and possessing the decisiveness to alter course, even when facing opposition from those content with the status quo.

2. Cultivate Coachability & Introspection

Develop coachability by being introspective and willing to respect feedback from all sources—market, employees, customers, and investors—as dismissing it often leads to failure.

3. Articulate a Clear Vision

Develop a clear vision of the future that doesn’t exist today and be able to articulate it effectively to convince co-founders, employees, investors, and customers to join and see that vision with you.

4. Practice Advantageous Divergence

To achieve significant success, cultivate the ability to diverge from conventional wisdom with a strong, correct opinion, going against the grain when necessary.

5. Check Ego, Prioritize Communication

Avoid failure by checking ego at the door, ensuring open communication with employees and investing partners, and actively building a culture of success and winning within the company.

6. Embrace Failure in High-Risk Ventures

In high-risk environments like venture capital, cultivate comfort with failure, understanding that a significant portion of ventures will not succeed, and this acceptance is necessary for the role.

7. Act Decisively in Crisis

In times of crisis, make drastic and decisive decisions early, even if they seem extreme, as these “no regret moves” can prove correct and beneficial in the long run.

8. Be an Optimistic Barrier-Eliminator

Strive to be an optimistic entrepreneur who clearly sees a different future and actively works to eliminate all barriers to achieving that vision, rather than feeling oppressed by society.

9. Entrepreneurship for World Impact

Embrace entrepreneurship as the hardest job you’ll love, recognizing it as the unique opportunity to create significant impact in the world as an individual in business.

10. Prioritize Customer Pain Over Tech

Avoid the mistake of relying solely on superior technology; instead, prioritize extensive customer exploration to identify real market pain points and customize your product to solve those specific problems.

11. Talk to Customers First

Always engage with customers first to understand their needs and problems, and only then proceed to build solutions that directly address those identified issues.

12. Marketing & Sales Trump Ideas

Recognize that effective marketing and sales are more critical for success than just having great ideas or superior technology.

13. Develop Honest Financial Roadmap

Create a clear, intellectually honest pro forma financial model that details spending, revenue expectations, and a realistic plan for customer acquisition and communication, as this structural plan is fundamental to avoiding failure.

14. Embrace the Pragmatic COO Role

For a CEO, recognize the COO as a critical operations person who fulfills vision and acts as a level-headed, practical counterbalance to enthusiasm and drive.

15. Structure Co-Founder Equity Wisely

Avoid the common mistake of equally splitting equity among co-founders without vesting, as this often leads to issues when some co-founders leave but retain significant unearned ownership.

16. Avoid Nepotism in Leadership

Be cautious of husband-wife or other close familial teams in key leadership roles, as it can create agency issues, insulate leadership from critical information, and hinder effective communication and feedback from direct reports.

17. Forward-Look Equity Dilution

When structuring early-stage equity, forward-look the capitalization table to ensure that after future dilution from multiple funding rounds, founders will still retain enough equity to remain highly motivated for the long haul.

18. Balance Equity for Motivation

When determining valuation and equity splits, ensure the investor syndicate owns enough, the founding team retains sufficient equity for motivation, and the employee option pool is attractive enough to secure talent for long-term success.

19. Adopt Phased Commitment Strategy

Consider investing a small amount of capital and a large amount of time early on to build rapport and assess a founder and market, then significantly increase investment only after proving worthiness and product-market fit.

20. Prioritize People in Partnerships

When evaluating potential partners or team members, focus on meeting them, getting to know them personally, and deciding if they are people you genuinely want to work with.

21. Build Relationships on Trust

Recognize that integrity, trust, and rapport are integral to successful relationships, as talented and trustworthy people are at the core of all successes.

22. Uncover Core Entrepreneurial Drive

When evaluating an entrepreneur, ask about the inception of their idea and their deep motivation, looking for a personal problem they’re compelled to solve rather than just a job or desire to exploit technology.

23. Humble About Predicting Success

Maintain humility and acknowledge the impossibility of consistently picking “unicorns” or guaranteed winners, especially at early stages.

24. Earn Your Partner Status

As an investor or collaborator, understand that you must be a good partner and actively earn the right to participate and influence, rather than assuming it.

25. Leverage VC Pattern Matching

Recognize that venture capitalists bring valuable experience in pattern matching and broad exposure to industry trends, customer behavior, and talent, which can give an edge to venture-backed companies.

26. Evaluate Team, Tech, Market

When considering an investment or major project, assess three core components: the quality and fit of the team, the viability and innovation of the technology, and the size and growth potential of the market.

27. Conduct Thorough Diligence

For due diligence, actively talk to customers and personal references, deeply understand and challenge the business model, and get to know the team even better to establish all necessary check marks.

28. Set Clear Founder Expectations

Clearly communicate upfront with founders about investment expectations, such as not providing bridge notes or follow-on funding unless specific market-validated milestones are met.

29. Partner Through Thick and Thin

Commit to being a partner with entrepreneurs through all challenges, working hard even with companies that may not achieve massive success, to preserve capital and leverage experience.

30. Actively Manage Failing Investments

When investments go sideways, actively advise companies to sell early to recover capital, or consider leadership changes, to try and right the ship.

31. Use Phased Investment to Manage Risk

Implement a phased investment strategy, deploying minimal capital initially, to create a structural gate for thorough diligence at later stages, allowing you to walk away from early bets with minimal loss if they don’t track.

32. Prudently Take Cash Off Table

As an entrepreneur, consider it prudent to take some cash off the table at the Series B stage (or later) to alleviate personal and family stress, but avoid expecting a secondary at the seed stage.

33. Seed Stage: Customer Exploration

At the seed stage, prioritize extensive customer exploration, talking to potential users, and conducting early trials to gather indications of product utility and market need, rather than assuming product-market fit.

34. Series A: Prove Market & Scale

For Series A funding, demonstrate sufficient momentum and early economic ratios (e.g., LTV to CAC) to prove a viable market for your product, validating its potential to scale with more customer conversations.

35. Series B: Scale Proven Model

At the Series B stage, the focus shifts entirely to scaling a proven business model by investing in growth, assuming the “machine” is working and ready for accelerated expansion.

36. Hire & Retain for Adaptability

When facing significant change or restructuring, prioritize retaining and hiring individuals who demonstrate a strong ability to adapt quickly to new realities and challenges.

37. Value Diverse Backgrounds for Adaptability

Recognize that individuals from diverse backgrounds, especially those who have experienced tougher lives or relocated to new countries, often possess greater flexibility and adaptability, which are strong indicators of entrepreneurial success.

38. Use Board Meetings for Strategy

For early-stage companies, view board meetings as opportunities to step out of day-to-day tactical decisions and engage in strategic brainstorming with aligned partners, focusing on core strategic questions rather than just formal governance.

39. Board Members: Show Humility

As a board member, approach meetings with humility and empathy for the intense daily challenges and pressures faced by entrepreneurs.

40. Value Board Meeting Preparation

Recognize that the true value of board meetings lies in the preparation process, which forces CEOs into quiet contemplation, reflection, and accountability, moving them out of day-to-day weeds into strategic thinking.

41. Respond to Challenges Contemplatively

When challenged, respond contemplatively by taking in the feedback, consuming it, and then dictating your own path, rather than reacting defensively.

42. Test Coachability with Challenges

To assess coachability, directly challenge assumptions and approaches in initial meetings and observe how individuals react, looking for contemplative responses rather than defensiveness.

43. Aim to Be Dumbest in Room

Strive to be the “dumbest person in the room” by surrounding yourself with people smarter than you, as this provides a privilege to learn from and work alongside innovators and change agents.

44. View Failure as Feedback

Embrace failure as a natural and acceptable feedback mechanism that provides opportunities for improvement and learning.

45. Listen More, Talk Less

Practice listening more and talking less to discover what others know, thereby doubling your knowledge base without giving anything up, and learn from everyone around you.

46. Be a Knowledge Detective

Adopt a “detective” mindset, assuming everyone knows something you don’t, and make it your mission to uncover and learn that unique knowledge from them.

47. Curate Info by Studying Failure

For professional development, actively consume information (e.g., podcasts, books) that focuses on startup failures to identify mechanisms to avoid, rather than solely looking for success indicators.

48. Curate Info for Life’s Questions

Dedicate part of your information consumption to exploring fundamental questions about the meaning of life, happiness, and truth, often by reading a wide range of biographies for insight.

49. Optimize Info for Key Nuggets

When consuming information, aim for volume and speed (e.g., listening at high speeds) to quickly extract the few key “nuggets” or insights from each source, rather than focusing on every detail.

50. Pursue Higher Levels of Happiness

Recognize three levels of happiness: physical pleasures, the endorphin rush of learning new things, and the ultimate joy derived from philanthropy, giving back, and enriching others’ lives. Focus energy on the latter for ultimate fulfillment.

51. Help Others Succeed

Understand that the most rewarding experiences in life are often reserved for those who actively help other people succeed.

52. Recommit After Setbacks

If you face academic or personal setbacks, take time to reflect, understand the value of your goals, and then renew your commitment to success to turn the situation around.

53. Value Education & Self-Reliance

Recognize that life can be hard on your own and that an academic degree or schooling can be a significant help, reinforcing the commitment to personal success and moving forward.

54. Invest in Tech-Knowledge Collision

Look for investment opportunities at the intersection of disparate areas of technology and knowledge, where the “collision” of disciplines (e.g., AI with case law, behavioral psychology with debt relief) creates powerful solutions.

55. Leverage Distributed Ledgers for Trust

Consider leveraging distributed ledger technologies like blockchain to establish “liquid trust” in business transactions, especially as the world becomes more interconnected and trust becomes increasingly vital.