onlycfo.io · 2025-09-21 · 256d

Board Members are "Quiet Quitting" | Is T2D3 Dead?

The article argues that VCs are "quiet quitting" their board roles at slower-growth, non-AI companies as they shift focus to higher-growth AI startups and portfolio companies targeting $100M revenue in ~3 years, abandoning the T2D3 (triple-triple-double-double) growth model as outdated. VCs reduce value-add activities like introductions, engaged questioning, and strategic support while subtly pushing portfolio companies toward M&A exits to recover capital. Founders of slower-growth companies should prepare for reduced investor support, focus on building cash-flow-positive businesses, and maintain professional board relations while independently pursuing strategic pivots.

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Metrics in this report

AI Company Growth Rate

300percent

Growth rates cited for AI-native portfolio companies at scale, contrasted with 20% growth in legacy SaaS

Revenue Growth Rate

30percent

Threshold below which VC-backed non-AI SaaS companies are considered uninteresting to growth-focused investors in 2025

T2D3 Growth Path

1M to 3M to 9Mrevenue progression (USD)

Historical VC gold standard now considered outdated; replaced by 1M to 15M to 100M target

Target Revenue

100million USD

target

New VC investment thesis requiring portfolio companies to reach this revenue within ~3 years to be considered high-potential outliers