Venture Capital is full of investors who say they have access to the next good thing. Meanwhile, Gabriel JarrossonThe French engineer who became the investor who became the investor has built his VC company around one filter: If this is not a combinator company Y, he is not going to invest in it.
This discipline pushed Jarrosson from filming scappy enterprise explaining in Paris to manage assets value over $ 12 million Lobary capitalwith a larger second fund already in work, according to Recent SEC applications. His logic is easy: he believes that YC is a record of producing billions of dollars who overcome startups elsewhere.
In 2017, frustrated by a lack of access to promising French startups, Jarrosson launched the YouTube channel to share his investment journey in French.
The channel became loyal and transformed into one of the best syndicates of angels in Europe. From 2020, he implemented $ 36 million per startups, mainly YC graduates. This story paved the way to Lobster Capital, which closed the debut fund for $ 12 million, exceeding the goal of $ 8 million.
Jarrosson’s reasoning regarding the support of only YC startups is based on probability. According to this reportAbout 4.5% of YC firms are becoming unicorns (as opposed to the result of 2.5% for other seed startups supported by the project), and about 45% of firms increase the A series (higher than 33% on average).
Similarly, YC financed over 90 unicorns, with about a quarter of individuals who grow into a neckline.
That is why the bonus for YC offers, in which valuations often transfer multiple -peers from outside the seeds at the seed stage, does not deter Jarrosson.
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“If you think about VC mathematics and phrases, these results are of course great for your portfolio. As investors, you have to ask yourself whether this company can become another unicorn?” – said the founder and managing partner in an interview with TechCrunch.
“If the answer is” yes “, you can often invest even with a slightly higher valuation. Perhaps it is seeds of $ 20 million or $ 30 million, and even $ 40 million. Some will pass and it’s fine. But I decide to invest. “
(*12*)Driving on AI waves and content as a moat
Lobster Capital, like most investors at an early stage, has traveled a rapid increase in start-ups dominating in the latest YC parts. Jarrosson indicates that three cohorts in a row have destroyed records of growth of revenues under the accelerator, with firms reached tens of millions inside months.
There are reports that part of this ARR traction around the world looks fragile, overstated by pilots or annual agreements. While Jarrosson admits the risk, he insists that early income stays the most difficult obstacle, and for most of these startups retention may be repaired.
But more broadly, the biggest query around Jarrosson’s work is access, because the Demo Days attract tons of of funds chasing the same firms.
Jarrosson assigns his advantage of status in the YC network, the visibility of its content and the founder’s own origin. The Founders of YC evaluate investors in Bookface, the internal accelerator platform, and Jarrosson claims that strong reviews help him land assignments.
Similarly, his podcast with the participation of the founders of YC and over 40,000 followers of LinkedIn, where he divides his investment journey and self -duties on every thing, also serves as continuous marketing.
“I try to cope well through the founders. People also hear about a company from social media, and as a former founder they know that I can help them, because many funds are built by people who were not operators before,” said Jarrosson, who in the past introduced several startups and had some outputs, according to his LinkedIn profile.
Jarrosson is part of the growing list of investors building funds for a personal brand. He cites Harry Stebbings, a 20VC podcaster, who collected a fund value $ 400 million this 12 months, and Garry Tan, who co -founded the initiated capital and grew up to AUM up to $ 3 billion before he became the general director of YC, as inspiration.
Like each investors, Jarrosson treats social media, YouTube and podcasting as social tools and transaction engines. He adds that this content strategy also helps to attract limited partners who often discover it with movies or podcasts.
The managing partner remodeled 100 investments through the first Syndicate and Lobster Capital fund, launched in 2023, which supported almost 30 startups in B2B SaaS, FinTech infrastructure and AI tools.
It has two unicorns and several “Soonicorns” in a syndicate and a fund, including Jeves, Baubap, Flutterflow, Metriport, Aleinea and Jiga.
“YC has achievements. It has been for over 20 years. We know that he supports the best founders and creates the best founders,” said Jarrosson. “Probably the results of YC in the future will probably be even better. But even if they remain what they are, we know that this is a very good plant.”
Investing only in firms supported by YC is not a completely latest concept. Other VC firms, including initiated, Pioneer Fund, Capital phosphorus and Rebel Fund, also began with the same strategy.