Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)

Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)

On this special segment of The Full Ratchet, the following Investors are featured:

  • Adrian Aoun
  • Semyon Dukach
  • Rob Rueckert

We asked guests to discuss the most visionary founder that they’ve worked with and what makes them so special.

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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Transcribed with AI:

Welcome back to TFR on today’s special segment, we ask guests to discuss the most visionary founder that they’ve worked with, and what makes them so special. Here’s the segment called visionary founders.

On today’s special segment, we have Adrian ayun, founder and CEO of forward Adriane, if you had to choose one visionary founder or leader that has inspired you most Who is it? And what about their leadership approach resonates with you, man, so many. So in the wallet attack, I’m going to be fairly unoriginal and I’m going to say like, you know, I was lucky enough to work with Bill Gates for a hot minute early I was out when I was at Microsoft, but also like, Larry, the thing that actually really impressed me was how they combined just very, very strong technical knowledge. I mean, these are real engineers, with incredibly good first principles thinking. And I just think the magic of being able to get down to I actually understand the underlying science. And I understand the underlying way of thinking through problems, just opens up an enormous amount of opportunities.

On today’s special segment, we have Semyon do Kotch of one way ventures seven who’s who’s one of the most visionary or inspiring founders you’ve worked with, and what makes them unique.

Because like you’re gonna pick favourites? Oh, it’s often, you know, most visionary, how do you compare, you know, your own vision is the most visionary vision, right? Because it’s your vision. It’s another there’s no ranking of how visionary they are. But I will say that the persistent ones, right, the ones who believe in their vision so much that they just didn’t quit. I can give you an example a company called dive in our portfolio, right? They make these trackers for supply chain, one of our vertical inserts the supply chain, and transportation and logistics and stuff. And that it makes physical trackers that are attached to goods, like I said, containers, and it’s there’s some very smart RF technology, founders PhD in certain kinds of RF. And so like the, the battery doesn’t die when it’s inside the container. And yet, it still comes out things, whatever, it provides information visibility into where everything gets read. And this is just a company that like, went out and raised really good early rounds. And then in a struggle, that was a longer sales cycle, it just, it took a while to get meaningful revenues. And then it got to the point where there were some doubt stop doubting, right and security, but the guy just wouldn’t Snap, he just didn’t quit. And you know, there was a moment where she probably I kind of lost out for years, he was gonna just raise another bridge to just try to have a better sales process and just have the outcome. And we participate in that. And, and so then the guy goes back a week later, say, but I think I see this new thing, I can do it, because you know, it’s gonna be great. And, you know, sometimes I lose faith, and it doesn’t matter. Like nothing could stop him from actually considering. And in that particular company just got started. It took off. Yeah, yeah. So, but each story is different. And yeah, I’m just, I’m inspired when, you know, I might pivot around, they might change what what they’re doing, they’re open, they will do whatever it takes, right? It’s just do whatever it takes, and never stuff. That’s more than, like the grandiosity of division. Although, you know, sometimes he has sometimes like, their, their vision or their impact, and kind of matches my own impact filter, and it usually doesn’t, right. When it does, that’s kind of cool to them, like, wow, this is so important for the world. But I rarely, I rarely think that way. As an investor, I just want to back the founders who have their own vision that’s important to them. And it’s positive for the worlds in my view, but it’s not necessarily like for instance, our our love of immigrant founders doesn’t extend necessarily to immigrant related tech, right to select solutions from for, like that have to do with visas or whatnot like, right, it’s about their mission, and how they will even at an Mike Cyberdust like they are my customers, right? And so, I just want to serve

today’s special segment, we have Rob Rueckert of Sorenson capital, Rob, who is one of the most visionary are inspiring founders you’ve worked with and what makes them unique? Yeah,

you know, there’s a, there’s a company called the Unifor that I’m on the board of right now. And the CEO, his name is Lou mash. Put it, what excites me about you mash is, every board meeting, I come prepared for what I thought the company was, and every board meeting, I get re educated as to what is happening next. They are they work in the AI space. So there’s a lot of fast moving pieces in that space. And what excites me about Umesh is he’s able to reinvent the company frequently, so that it can stay ahead of everything else. And I think that’s really hard to do. It’s really hard to take a company that you’ve established, it’s been around for a little bit of time now, and change it, and we organise it and re invent it on the fly. I think that’s really hard to do. And that’s why I find them to be incredibly inspiring.

It’s an interesting dynamic board meetings, you know, there’s those that you go to, and you’re kind of surprised and blown away each time. And then those were like, you know, it’s a lot of coaching and a lot of helping. Yeah, both can have good outcomes, but I prefer the former. Yeah,

it’s fun to go to the uniport board meetings because I’m constantly learning where this industry is headed because it’s moving so fast.

That will conclude this instalment of investor stories, if you’re enjoying the programme, and we’d like to see it continue. Take a moment and leave a five star review in iTunes. Okay, that will wrap things up for today. Until next time, over prepare, choose carefully and invest confidently thanks for joining me