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15 results for “early stage investing”
Topic8 mentions across episodes
early-stage investing
“VCs discuss how $500B+ companies are changing early stage investing forever”
...think about an early stage company if the valuation might be three or four x what it used to be? Like, how do you balance between the techno optimist view versus what you believe is realistic and fund
27:50 / 28:26
market insight27:50 – 28:26
...investing in founders sometimes before they even know what it is they're founding. Every once in a while, I'll see a kid pitching in a Little League baseball game or acting on a school stage or turning in a blockbuster science fair exhibit and think,
0:09 / 1:11
from transcript0:09 – 1:11
...what's the right ownership amount, what's the right investment amount per company, how do we think about reserves and follow ons, And, you know, to enable us to to to execute the strategy we wanna execute. And we've chosen to to build a product that'
13:30 / 14:33
from transcript13:30 – 14:33
...stages of precede seed and then the more sort of larger platform approach. So I think, like I said, before,
5:16 / 6:16
from transcript5:16 – 6:16
...early stages, so everything up to series a and, you know, often series b. But now we're in a place where we can also participate in rounds,
3:00 / 4:06
from transcript3:00 – 4:06
...stages. One is the first phase is where they have not really even decided to be a founder. I just think they're high quality, and I'm hoping that they will get there one day. The second phase is kind of the founder curious phase, and this is a really
18:08 / 19:13
from transcript18:08 – 19:13
...that early stage support that takes you from, I think I have a sort of rough idea, but I don't really know what to do next and don't know how to shape it. And how can you help that person move a 100 times faster than they would by themselves? And so
3:51 / 4:59
from transcript3:51 – 4:59
...for early founders, is, like, there's this third bucket of investors who they give you money, and they're kinda in your kitchen meddling. They have an opinion on everything. They get stressed out when things don't go right, which at every startup is
2:54 / 4:02
from transcript2:54 – 4:02
...too early. Mhmm. So when he finishes, don't rush the stage. You can't meet him, but, the likelihood of investing in year zero startup or pre product market fit is too early for you. Little bit. But probably, I should know you guys now because, you kn
11:57 / 13:14
from transcript11:57 – 13:14
...investing in is is in you. Like, it is basically like raising a gigantic angel round with no lead. That was the first one, because I've gotten a lot better, raising ever since. But also venture has changed really dramatically in the four or five year
6:43 / 7:45
from transcript6:43 – 7:45
...that we're investing at the precede stage. And it's served us really well. We've seen over a thousand inbound deals over the last year. We're really fortunate to have such a great resonance with the founder community. Brilliant. So, with that, so we
10:31 / 11:36
from transcript10:31 – 11:36
...the early early winners in our, venture fund was a company called Unmind, which is a mental wellness platform for employees. Clearly, retailers and other consumer goods companies have very large employee bases, so that was quite an attractive
15:43 / 16:46
from transcript15:43 – 16:46
...earlier stages of seed firms fall down on the winning. That at the same time, if you get there early enough, it's less competitive. And so winning is less important. You ideally want to be competing against time and the founder's timeline of when the
17:25 / 18:27
from transcript17:25 – 18:27
...in c stage consumer. So we which is which is kind of the arbitrage and almost the point of our fund, is to do that at seed. And so, yeah, it's you know, we've been benefited from having, you know, perhaps a slightly less competitive part of the marke
22:27 / 23:30
from transcript22:27 – 23:30
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