5 clips
TThe Angel Next Door
Coco Sellman shares her go-to platforms for finding acquisition targets. She recommends BizBuySell as the comprehensive marketplace for all types of businesses, from HVAC companies to SaaS startups, and mentions Acquire.com as a more filtered, premium option for serious buyers.
TThe Venture Capital Podcast
Roberto Bonanzinga explains the unique challenge of early-stage investing in Europe compared to the US. He argues that Europe's extreme geographic fragmentation makes it difficult to discover promising companies, as the next major startup could emerge from any European city from Milan to Copenhagen.
TThe Full Ratchet
A VC shares the beginning of a deal story about missing out on Veeva Systems, the vertical SaaS platform for pharmaceuticals. The partner describes how they had a thesis around vertical SaaS early on, pursued the company, issued a term sheet, and were told they won the deal on Friday - setting up what appears to be a cautionary tale about deals that slip away.
A VC explains their strategic approach to building specialized networks in key talent areas like AI. They describe how they intentionally structure their firm and hiring to enable rapid deal evaluation through targeted expert calls.
A VC explains how missing exceptional early-stage deals like Skype and Facebook at Insight Partners inspired the founding of 645 Ventures. He argues that in a power law world with limited massive winners, passing on exceptional companies should serve as a wake-up call for investors.