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EntrepreneurshipSri Batchu (Ramp, Instacart, Opendoor)

Cap Table as a Growth Strategy

Recruit influential founders and operators onto your cap table so they become your earliest, most credible customers and evangelists.

Difficulty
Advanced
Time to result
~months to results
Steps
3
Confidence
80%

Ramp's founders deliberately assembled a large number of early-stage founders, influential operators, and advisors onto the cap table, and many of those companies became Ramp's initial customers. This seeds credibility and word-of-mouth in a tight community, because a peer who actually uses the product is more persuasive than an investor's recommendation. Batchu notes the customer-founders drove more than the VCs did.

Origin

An early-days tactic by Ramp co-founders Eric Glyman and Karim Atiyeh, who had a prior successful exit and reputation; Batchu labels it 'cap table as a growth strategy.'

Core principles

  • 01Founders and operators on the cap table convert into early customers
  • 02A peer customer's endorsement outweighs an investor's recommendation
  • 03Concentrate early adoption within a well-connected community to seed word-of-mouth
  • 04Founder reputation from a prior exit makes the cap table easier to assemble

How to run it

  1. 1

    Recruit influential operators onto the cap table

    Get a large number of early-stage founders, respected operators, and advisors invested in the company.

    Pro tip Prioritize founders and executives of potential customer companies over pure financial investors - they convert to usage.

  2. 2

    Convert investor-companies into initial customers

    Make the companies whose founders are on your cap table your first customers, so adoption and ownership reinforce each other.

  3. 3

    Let peer usage drive community word-of-mouth

    Rely on the fact that other customers who actually use the product are more persuasive than investor introductions, generating love within the founder community.

    Watch out Don't over-rely on VC introductions; companies have their own decision frameworks and weight peer usage over investor opinion.

In the wild

Ramp's founder-community seeding

Ramp put many early founders, operators, and VC firms onto its cap table, and those companies became initial customers. Batchu notes VC introductions helped but mattered less than expected, because a customer who actually used the product carried more weight than an investor's recommendation.

Strong early word-of-mouth and love in the tech founder community, even though Ramp's revenue base later shifted to mid-market and enterprise.

Common mistakes

Expecting VC introductions to be the main channel

Companies have their own decision-making frameworks and weight a peer customer's real usage over an investor's recommendation, so investor intros drive less than founders expect.

Assuming a founder-community wedge is your long-term market

Ramp's early love came from tech founders, but the majority of revenue later came from mid-market and enterprise; treat the cap-table community as a seeding tactic, not the final ICP.

Is it for you?

Best for

Founders with reputation and network launching a B2B product into a tight, well-connected community

Not ideal for

First-time founders without the network or reputation to assemble an influential cap table, or products whose buyers aren't a connected community

From the transcript

what I call kind of cap table as a growth strategy where they did a great job of getting a large number of you know…

07:00

it turns out it doesn't matter maybe as much as uh as another customer who's actually used the product that they know or are actually…

09:00

From the episode

Lessons from scaling Ramp

Sri Batchu (Ramp, Instacart, Opendoor)