Searching...
16 results for “vc psychology”
First of all, when I make the investment decision at the seed stage, I I don't think about markets, and I don't think about market timing, and I don't think about all of that. I make a very simple decision. Do we like to partner with those individual
25:23 / 26:36
from transcript25:23 – 26:36
talent early in one's career. One of the biggest determinants I found of success from entering 500 founders is actually that the best always start early. So I spend a lot of time on childhood and not much time on the business. Oh, interesting. I'll t
11:11 / 12:24
from transcript11:11 – 12:24
And it played to my quantitative skills and to my conservative personality. And if they would have said, I want you to start a venture capital fund and be ready to invest in Amazon when it starts, I would have been a disaster because I'm not an optim
39:00 / 40:09
from transcript39:00 – 40:09
Cyberstarts aren't doubling down from their 500,000,000 fund? Can't be a good one. So far, we invested in all series a and series b for companies. Do you get check sizes that you want? Because when you don't set the terms and you don't set the round,
47:59 / 49:02
from transcript47:59 – 49:02
how a bottoms up approach that SurveyMonkey did sort of revolutionized enterprise software. They haven't done the diligence to understand how to sell or have a prototype based upon history, and it's the same pattern of behavior that I see in fundrais
11:59 / 13:14
from transcript11:59 – 13:14
And I'm a qualitative investor, and that becomes very difficult when you're trying to talk to quants or people who think about a world in data rooms and spreadsheets and wanting an answer to how you decided that you want to invest in something becaus
7:25 / 8:34
from transcript7:25 – 8:34
“Why seed investors are getting lazy about founder evaluation”
I at 40 to 50 post, which is becoming very common. I probably don't wanna be in those either. So I do think there's a question of why would you, as a seed manager, compete for these things? I think mo
23:58 / 24:36
contrarian take23:58 – 24:36
Since now you've been in the venture seat for seven years, what's the one thing that you know now that you wish you knew back when you started in VC? Trusting your gut when you meet incredible founders. There's very little you can go wrong with when
44:21 / 45:26
from transcript44:21 – 45:26
that bet more on a network effect on the product. Then there's actually a chapter in Dawkins' sort of selfish gene on hawks and doves and the evolution of stable populations of different behavioral strategies. And maybe that also replicates in invest
42:27 / 43:51
from transcript42:27 – 43:51
There's lots of different things that you can do. We always talk about the diligence that the investors do on the company, and I feel like we do not pay enough attention to the diligence that the companies should do on the investors. But isn't there
1:02:06 / 1:03:26
from transcript1:02:06 – 1:03:26
picking and the art of picking. Yeah. It's a great question. And, obviously, a number of firms in recent years have pursued the prior strategy just like shotgun. By the way, in public markets, that's indexing. So you just own everything, and and you
30:43 / 33:17
from transcript30:43 – 33:17
quintile type of firms, you do spectacularly well over time. But if you own the median firm or a bottom quartile firms, the results are actually quite dismal. So that's a real venture is a particularly interesting because the question is sort of what
9:32 / 10:52
from transcript9:32 – 10:52
The founder could be very high anxiety. Mhmm. An investor might be, oh, in this fund, we have Uber. In this fund, you know, oh, so many great companies you've done. You have Kayak. In this one, you that fund you've already returned three x, four x. Y
38:08 / 39:16
from transcript38:08 – 39:16
the greatness in a startup is people basically thinking of their career as a rock climbing wall. Like, I'm gonna go over here, solve this challenge, go over here, solve this challenge. What's better for the overall company? A startup is a team sport.
23:41 / 25:06
from transcript23:41 – 25:06
And I sometimes see that in founders we work with where a partner from big firm is feeling the heat from their partnership. That doesn't help a founder. No. Definitely not. It can be counterproductive. You might have some things that are happening to
42:42 / 43:46
from transcript42:42 – 43:46
“VC reveals the brutal math behind startup investing failure rates”
investing in a startup, which doesn't make returns and goes away, I don't feel like sorry because I'm in the high risk business. I'm like in a high risk business. I know that there will be 10 companie
7:19 / 7:40
framework7:19 – 7:40
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.