Avasta的动态

Tuesday thought trickles... The past couple of weeks I've been on podcasts and livecasts (links below in comments) about how to think about valuation of companies in today's age. I've had interesting private feedback about what I've said. In brief, I'm encouraging people to consider that their valuation is tied directly to the clarity that they can demonstrate about the viability of their business strategy. The clarity of the business strategy is reflected in the current and latent (time-lagged) demand for their products and services. Essentially Success Strategy = Driving Market Demand = High Valuation. There is a lot expectation that people have that valuation is predicated on industry multiples and how they're performing relative to those multiples. However, everyone is aspiring to hit the high end of valuation without demonstrating how their strategy & market demand is demonstrated in their internal data and external signals. Ideas are not enough. While our work at Avasta isn't about putting a 'value' on companies, the practices that we use to uncover more viable or valid strategic pathways for our clients reliably end up driving a clearer articulation of our clients' valuations. Why? Because we're measuring current and potential demand for their offering as THEIR CUSTOMER BASE understands them (or frequently not). Getting this clarity on who in their customer base is a match to their strategy unlock insight into their Winnable Addressable Market (WAM) and how much they have sold to/have space to sell to in this segment. Link to our introduction of WAM at a conference earlier this year. It frequently enables our clients to make sense of why things are/aren't happening within their sales/marketing/channel partner environments and what is in their control to shift the narrative (hint: its usually being laser focused on their WAM). There are companies that have through intuition, experience, relentless iteration found their WAM and served them exceptionally (these are your sustainable hyper growth companies, whether in tech or other spaces like logistics) I'm continuing to unpack how to Success Strategy = Driving Market Demand = High Valuation and will share here and in other places how clearly understanding your WAM typically drives 80% of successful strategy, drives 80% of profitable demand, and drives 80% of Valuation. Feel free to comment below or DM me on what I've said or thoughts it has opened up for you.

??? Just Launched: An AI-Powered Podcast Exploring the Netherlands' Leading Businesses! Ever wondered what’s really going on behind the scenes at companies like Heineken, KLM, and ASML? Over the weekend, I used Notebook LLM to create a podcast that breaks down their annual reports, highlighting key strategies and insights. It's a fun experiment, so while it definitely contains some errors and weird opinions by the hosts, I find it incredibly valuable and informative. Here’s why I like it: ?? Learning about business: This project is helping me dive deep into business strategies, financials, and decision-making—without needing to do a full MBA. It’s been a great way to learn more about how these companies operate. ???? Shining a light on Dutch companies: Dutch companies are often undercovered by mainstream media, so I wanted to give them the attention they deserve. Starting with firms like AkzoNobel, Schiphol, and ING, I’m excited to highlight what makes them tick and the challenges they face. ?? Testing AI’s capabilities: This podcast also serves as a test of current AI capabilities. It’s fascinating to see what AI gets right and where it still makes mistakes, but I’m amazed by how good it already is at generating valuable insights from complex reports. If you're curious, give it a listen and let me know what you think. I’d love your feedback or any questions—feel free to reach out! Listen on Spotify: https://lnkd.in/e39gp8hV P.S. Want to listen to an episode about your company? Shoot me a message and I'll create it. P.P.S. This podcast is for informational purposes only, it may contain errors and it does not constitute investment advice.

I highly recommend subscribing to this pod if you want to learn more about real-life business growth strategies in the age of AI!

At Origin, we push ourselves every day to innovate across all fronts. That can create a situation where we have too many experiments running concurrently and we’re forced to dial it back a bit. But, the ability of an organization, particularly in a traditional industry, to generate ideas across the spectrum of roles and functions is incredibly important. This institutional skill, though, is really only useful if we can take time to reflect and understand where some experiments worked and why, and where some experiments failed and why. That much seems obvious, right? The link below is to a podcast with a serial DTC innovator and consumer product developer. Admittedly, the episode is a bit heavy on current jargon and trends, but the guest (John Fio) gets to two very crucial points early that I thought were worth sharing: 1. Sales development has gotten nearly completely algorithmic in terms of how relationships “should” be created and cultivated between a marketer and consumer. These algorithms have destroyed differentiation. Even though we work in the B2B space, I see this every day. What this leaves, then, is authentic connection. Again, no real surprise there, but he highlights the fact that this is “all” that remains. To be effective at developing relationships with customers, there must be authenticity and earnestness. Scaling that seems to be the challenge. 2. Circling back to my opening comments, he tries to get the host to arrive at a very important insight. He doesn’t get there, but I wish he would have so that the audience could pick up on it. When we have a great idea, the idea itself is important but is singular in terms of what actions it calls for. The more important insight is to trace the often jumpy, random or tangentially-connected thoughts that brought you to the idea. It is this back-trace that shows the path of action. I’ve discussed this a few times in a few instances, but it’s the first time I’ve seen it articulated publicly. One of the things that we will do a lot more of at Origin is to follow this advice. We’ll do a deeper examination of the experiments we’ve run, particularly those that failed, to identify the chain of thought that got us to that idea. I suspect that we’ll find plenty of clues on how to refine those experiments for future success. The whole episode is interesting and worth a listen if you have time (maybe run at 1.5x). https://loom.ly/ehuiAT0

New Podcast Alert! Hosted by yours truly! It is called Go Fast, Grow Fast and it is an interview series with Founders, CEOs and Fractionals about what they are seeing in the market when it comes to growing your company, TODAY. What is working, what isn't. These are people in the trenches doing the work right now. Not people who ran a successful company 30 years ago. We talk about AI, growth tactics, and the path that lead these people to where they are. Our first episode is killer. I interviewed Tim Ritchie of IntegrateIQ. They work with enterprise companies to sync billions of records from HubSpot with over 200 other sources. Tim has a circuitous background from studying law to going into sales and marketing and finally, most recently, buying IntegrateIQ, which makes him a very unique individual in my book. There is so much to learn from Tim. So, if you're a founder, a marketer, or an investor, these episodes are made for you. I want to draw out lessons that I wish I had learned much earlier in my career and share that with all of you. So go hit that YouTube link, subscribe and please let me know if there is a guest that you want to see on this pod. Thanks everyone!

I’ve been thinking about taste a lot more recently. In the recent Lenny’s podcast, Karri saarinen, the CTO of Linear describes their approach to building products. Surprisingly, they don’t use tests to drive decisions, rather, it’s the other way around. Linear validates ideas and assumptions that are driven by taste and opinions. This might seem counter-intuitive in more data-driven companies. In some cases, even a 'thank you message' after a successful subscription is A/B tested ruthlessly to take a decision (even though it might seem obvious to do so). For Jason Fried (Founder of Basecamp), taste drives product decisions, and A/B tests are used to support the decisions. A/B Tests are not looked at as the only driver of decisions. There has been a more recent focus on taste, and yet, at the same time, it’s very difficult to describe what ‘taste’ actually means. I pen down some of my thoughts in my new essay below ↓

Writing an article? Recording a video? Maybe podcast? Do the pre-launch promo. Your long-form content is almost like your product. You need to "sell" it before it's actually ready. What I mean is: 1. You're writing a huge article/guide/ebook 2. Share the fact that you're writing it 3. Ask people to submit the typeform so they can be the first who get it And before your article is live, you already have a few hundreds of emails. (it might be less, but still even +20 people, it's better than 0) Wanna see more SaaS & AI Growth Hacks? Follow me! __ With ?? to your growth, Ilya

Revolutionizing Podcast Growth ?? How do we apply the same growth principles that have been utilized in startup environments to the podcast world? Explore, Experiment, and Analyze. Armed with data and insight, experiment with new content formats, marketing strategies, guest appearances, and release timings. No detail is too small. Analyze. Use both quantitative data (downloads, subscribers) and qualitative feedback (comments, reviews) to keep evolving your show. The power of data can truly unlock the potential of your podcast. Remember: It's more than a broadcast. It's a business venture. Are you ready to level-up?

Who says learning stops when you leave the office? In fact, at Weidert Group, “we embrace learning” is part of our #CultureCode. And we realized that it’s just plain selfish to keep that learning limited to our team and clients. So… ?? ??? Introducing our brand new #podcast, The ChangeOver: Industrial Marketing & Sales Growth Solutions for Today’s Landscape. The show is here to bring industrial sales and marketing pros fast-paced, up-to-the-minute conversations on the tech, trends, and tactical shifts that are changing the industry landscape. Like what? Our first few episodes dive into: ?? How to reconstruct your website to meet new expectations and challenges ? How to fast-forward and capture eyes, ears, hearts, and minds with video ?? How changes in search will influence #SEO strategies moving forward Whether you’re tackling household chores, hitting the gym, enjoying your morning coffee, or taking a moment for yourself… transform everyday moments into growth opportunities. We craft each episode to deliver maximum value in under 30 minutes so you can tune in on your time and get right to the good stuff. Ready to turn every moment into an opportunity for growth? Find us on Apple Podcasts, Spotify, or your favorite platform. Links in comments ???? #ChangeOverPodcast #IndustrialMarketing #IndustrialSales

What more could I ask for than to chat with my very own brother, Philip Tannor, on the first episode of my new podcast: 'Early Stage Startup'?! I asked Philip, CEO at Deepchecks, about his experimentation approach: "How do you know when to keep going and when to say, you know what? This effort is just not working." Philip says it's first important to distinguish between "evergreen" and "fading" assets in marketing. When you're building evergreen assets you don't need to treat it as an experiment, but rather identify valuable assets that you can create in a cost-effective way for your ICP. ?? When it comes to building lasting impact, focus on evergreen assets. Unlike temporary boosts from platforms like Product Hunt, assets like blogs provide enduring value. If you could automate any part of your business, wouldn’t you want something that continues to work for you long-term? That's the power of evergreen content. Philip's approach isn't just about experimenting—it's about building resources that continue to deliver results, ensuring that your marketing efforts aren't temporary but a sustainable part of your growth. Do you agree or disagree? Check out the full episode in the comments.