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Why we picked it Three founders describe, in their own words, exactly how they handled investors through a pivot, and the contrast is the lesson. Jasper's Rogenmoser went heads-down and let traction do the talking before he updated anyone. Fuse's Klaric ran an 'open kimono', showing investors his full thought process so the direction change read as judgment, not flailing. It is the founder-side counterpart to coming with conviction: you earn confidence by showing the reasoning and the early proof, not by asking permission.
3 founders on their experience pivoting their companies
From Mercury blog by Mercury (Meghan Gunn), featuring Dave Rogenmoser (Jasper), Andres Klaric (Fuse), Hillary Lin (Curio) 12 min read
- Reconstructing the company narrative is the hardest part of a pivot, so walk investors through the logic, not just the new plan
- Transparency about your thought process ('open kimono') preserves trust better than a polished announcement that hides the struggle
- Early traction on the new bet is the strongest possible investor update, so consider what the next stretch proves before you over-explain