Arfur Rock (@arfurrock) 's Twitter Profile
Arfur Rock

@arfurrock

anon GP at your favorite multi-stage VC // OSINT for the private markets

ID: 1791798850644021248

calendar_today18-05-2024 11:51:59

338 Tweet

16,16K Followers

2,2K Following

Arfur Rock (@arfurrock) 's Twitter Profile Photo

Excited to share that Flex has crossed $35M ARR, up from $27M in March, +4x YoY Insiders preempting! However, word still out on whether the average company that switches to Flex also saves 5% on their expenses. More DD required.

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Nelo.mx — commerce fintech for LatAm. ~$50M RR, $15M GP, $5M net income, +2x YoY. Two Sigma & Homebrew led previous rounds. Nice profile! Thanks for the anonymous tip, friend.

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As usual, Blake got the vision early. Information asymmetry throttles capital allocation. Open source rounds ➡️ expand the investor universe ➡️ compress raising process ➡️ founders can refocus on building. Anon alpha is the efficient frontier of fundraising. Jump in.

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AFAIK only two firms have GPs who incubated/co-founded a company currently in the F500. Thrive x Oscar FF x Palantir Truly an incredible feat. Any others I’m missing?

Arfur Rock (@arfurrock) 's Twitter Profile Photo

Higgsfield (Higgsfield AI 🧩) — GenAI video for creators who want cinematic control (camera motion, avatars, VFX). ~$11M ARR, +11x in last ~2 months. Seed led by Menlo Ventures. Series A is deal de jour.

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Correct me if I am wrong — Alliance invested in pump.fun out of their 2024 Cohort. Standard deal is $450K SAFE @ $5M + 1:1.5 token side letter. Pump plans to TGE at $4B FDV shortly. $540M token position, no lock up, ~1,200x DPI in <2 years. Hall of fame?