@atlasberry008: David Beckham just raised $1B for his health drink from General Catalyst — and gave up zero equity. No shares, no board seat, no dilution. It's GC's Customer Value Fund: more loan than investment. They finance up to 70% of customer acquisition cost and take a capped slice of the revenue — once they're paid back plus a return, the rest reverts to the company. Why it matters: the 10-year VC exit bet is getting brutal when AI reinvents itself every 18 months. Lending against real revenue beats praying for an exit that may never come. GC ran the same play with Grammarly. The celebrity's the headline. The structure's the story. If you like this kind of thing and want to stay close — join our community Frontier. Link in bio. general catalyst, david beckham, non-dilutive, customer value fund, venture capital, revenue financing, grammarly, ai disruption, founders, private equity #venturecapital #ai #startup #founder #privateequity

atlasberry008
atlasberry008
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Thursday 16 July 2026 13:21:19 GMT
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kellyannwinget
Kelly Ann Winget :
I’ve been doing this for almost a decade 🙃
2026-07-17 01:57:04
6
gregraiz
Greg Raiz :
Revenue based financing has been around. If CAC to LTV is good there’s no limit to capital. Doubt they actually extended 1B but rather there is no cap to how much they can borrow as long as the payback is there.
2026-07-17 01:35:33
23
y4boi4
Yaboi :
Is this not just private credit?
2026-07-17 00:26:54
40
dietaconfidential2
Dieta Confidential #2 :
That's called money laundering
2026-07-18 02:16:14
0
yashito_
yashar faranjani :
Its not new. It is a royalty structure and used extensively in Medical space where the trials are funded and the investor takes a royalty on sales.
2026-07-23 14:13:57
0
terrytypebeat
terrytypebeat :
This is not new. Clearbanc did this 10 years ago and failed miserably.
2026-07-16 22:47:03
4
kygrox
kygrox :
So an MCA loan
2026-07-19 06:42:12
0
paperdaysz
paperdaysz :
Wait I think I know your wife
2026-07-17 12:12:27
1
raghavak46
user4698326559747 :
You provide a great summery. Great stuff.
2026-07-17 14:33:56
1
nevermerlot
never merlot :
aka revenue based lending
2026-07-17 08:46:34
1
gninnaf
gninnaf :
This is the only person worth listening to on this app.
2026-07-16 14:06:17
14
db.in.gh
Dale :
A fucking revenue share??
2026-07-16 23:11:40
2
scoreparfait75
Score Parfait :
They recover money monthly proportionally their share in spend cost, there are also monthly ROAS targets, if they’re not achieved, GC takes 100% of cohort revenue until they get their money back, limiting their risk of the company fails to get fast enough break even
2026-07-19 12:00:19
0
olivianikula6
Oliwia- Oliwika :
I don’t understand 🥺 this is confusing
2026-07-18 14:10:24
0
omarpix31
Omarpix :
Me watching this like I can do this lol
2026-07-17 05:01:20
1
fabs4219
fabs :
It’s Beckham the buy into him
2026-07-16 19:00:25
0
j.l.j.thelongway
J.L.J.Thelongway :
Such a great breakdown. You bring so much value with your content.
2026-07-16 17:51:01
0
so_over_it2
so_over_it2 :
Let’s see in practice. Quick returns = hands on the business = choking growth. It will take skill to navigate.
2026-07-19 07:09:56
0
jee_pt
JeePT :
steak.
2026-07-17 03:10:11
0
lukepowell2020
lukepowell2020 :
do you know if they are taking warrants?
2026-07-17 15:34:50
0
djjalsa
DJ JALSA 🎧🇬🇧🅾️ :
So who owes who money. Was there any money in the first place or was it a hype loan
2026-07-18 21:53:45
0
user582011783549
Chuck :
Sounds like the VCs are factoring companies not receivables!
2026-07-25 11:29:48
0
patrickhelm
Patrick Helm :
that's like money laundering. we done it several times too, if the bet is strong
2026-07-22 10:17:25
0
abioye_hq
Peter (Abioye) O. :
Interesting
2026-07-17 17:29:42
0
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