Staff Memo

YD Ventures: Internal Partnership Memo — Q2 2025

YD Industries

— 1 min read
YD Ventures: Internal Partnership Memo — Q2 2025
We have the best slide decks. (credit: YD-AI)

Seeking: Founders Willing to Abandon Everything That Got Them This Far
Our Mission: Accelerated Dilution Through Manufactured Growth

At YD Ventures, we believe founders don’t need support; they need a strong push. That’s why we pioneered Constructed Acceleration & Growth Engineering (CAGE), a proven framework for inflating KPIs and layering strategic storytelling onto valuations ahead of IPO, acquisition, or acquihire firesale, whichever liquidity event arrives first.

When we met FlowState, they were just a small, dedicated, and focused team trapped in 33% YOY revenue growth and “profitability,” developing a mindfulness app for public school teachers with a 98% customer satisfaction score. We knew they could do a lot worse. So we invested and intervened by:

  • Rebranding mindfulness as AI-Powered Productivity Coaching™
  • Accelerating customer acquisition through a 2500% increase in demand marketing
  • Launching in 23 geographies, personally recommended by our junior associate, Trevor
  • Whitelabeling the platform for enterprise clients in the military
  • Injecting proactive activist investor energy into every boardroom interaction

Results: 📈 User growth: +800% (thanks, free iPad giveaway!) 🔥 Monthly burn: $50K → $850K 💀 Churn rate: Unmeasurable, due to removal from the dashboard

Testimonials:
“YD Ventures helped me transcend the tyranny of satisfied customers and sustainable revenue. I no longer know what we do, but I know we’re doing it faster and bigger.” Gwinnefer DuPont, FlowState founder

“FlowState’s pivot unlocked tremendous value. End-user and founder impact remains under review, but our fund saw meaningful uplift.” Steve Musselman, Partner, YD Ventures

The YD Ventures Advantage:

While some VCs fixate on “unit economics,” we track the real levers of success with our Exit Readiness Index™, including:

  • Investor Liquidity: Employee Lockup Inversion Ratio
  • Narrative vs. Reality Divergence Coefficient
  • TFAM Score — (Total Fictional Addressable Market)
  • NEED Delta — (Narrative Effectiveness in Eliminating Diligence)

Ready to Join the Revolution?

If you’re a founder willing to sacrifice clarity for scale, profitability for potential, and your Sundays for emergency board war rooms, we’re your partner.

Because at YD Ventures, we don’t fund products, we fund PLEs — Plausible Liquidity Events. Will you be our next event?

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