Jim Douglass of Fulcrum Equity Partners joins Nick on a special Crisis Coverage installment to discuss Pandemic Effects on B2B SaaS and Healthcare — Total $ Invested, Multiples, and the Exit Environment. In this episode, we cover: Background/path to venture. The thesis at Fulcrum. Investments since COVID — Anything additional…
Melody Koh of Nextview Ventures joins Nick on a special Crisis Coverage installment to discuss Super-Technologies; The Everyday Economy; The Overlooked Working Class; and Fear of Missing Out vs. Fear of Looking Dumb. In this episode, we cover: Background and path to venture Thesis and Focus at NextView Hands-on approach…
Jeff Fluhr of Craft Ventures joins Nick on a special Crisis Coverage installment to discuss Launching StubHub During the Dotcom Crash; Why Market Need Trumps Market Timing; Choosing B2B vs. B2C; and Why Founders Shouldn’t Let VCs Decide Their Fate. In this episode, we cover: Background and path to venture…
Sarah Tavel of Benchmark joins Nick on a special Crisis Coverage installment to discuss Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and Minimum Viable Happiness as the Key to Market Leadership. In this episode, we cover: Background and path to venture? Quick overview of the thesis and…
Beezer Clarkson of Sapphire Ventures joins Nick on a special Crisis Coverage installment to discuss Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection. In this episode, we cover: Background and path to Sapphire? Overview of the thesis at Sapphire? You have relationships with many different…
Byron Deeter of Bessemer joins Nick on a special Crisis Coverage installment to discuss Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments. In this episode, we cover: Background and path to venture Stage and focus area at Bessemer? You’ve said that many of the…
Leah Solivan of Fuel Capital joins Nick on a special Crisis Coverage installment to discuss Building TaskRabbit in a Recession; COVID Effects on the Independent/Gig Economy; and Key Factors for Early-Stage Marketplace Success. In this episode, we cover: Background — path to venture? How is the current climate affecting your…
Grace Isford of Canvas Ventures joins Nick on a special Crisis Coverage installment to discuss the GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments. In this episode, we cover: You’re an extroverted, people-person… how you holding…
Ash Fontana of Zetta Venture Partners joins Nick on a special Crisis Coverage installment to discuss The AI Investing Playbook; Why “Dev Tools” for Data Scientists is the Next Great Opportunity; When Fund Returns Don’t Fit the Power Law; and Ash’s Favorite Investment Heuristic from Naval Ravikant. In this episode,…
Tomasz Tunguz of Redpoint Ventures joins Nick on a special Crisis Coverage installment to discuss SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom. In this episode, we cover: September of 2015 was the last time we had you on the program… bring us up-to-speed on major…