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Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au discussed: 1. eFishery Fraud Allegations: Once an Indonesian agritech darling, eFishery's end-to-end aquaculture solutions were lauded for their potential to improve farmers' productivity and incomes. eFishery had achieved a $1 billion valuation in 2023, backed by investors like Temasek, Sequoia, Northstar, and GGV Capital. Whistleblower allegations against the founders surfaced despite significant financial oversight, including audited accounts and reputable due diligence processes. Shiyan emphasized the trust deficit such incidents cause, and drew parallels to Zilingo's earlier downfall which caused a chilling effect on Southeast Asia's growth-stage investments. 2. Early Exits Signals: Jeremy highlighted the divergent strategies of eFishery's investors during its Series D round. Notable exits included Ideasource, which achieved a 40x return over a decade, and Sui Ling Cheah from Wavemaker, who bought in via secondaries in 2019 and accomplished a similar return in five years. These moves showcased varying approaches—early-stage investors seeking liquidity versus late-stage investors balancing signaling effects. They also discussed the challenges of timing exits in Southeast Asia's market context, balancing growth ambitions with prudent capital recovery. 3. Ecosystem Red Flags: Jeremy and Shiyan debated how weak financial governance impacts Southeast Asia's startup ecosystem. Citing eFishery's CFO resignation and earlier signals as red flags, they stressed the need for stricter board oversight and robust due diligence practices. Jeremy noted how fraud incidents strain ecosystem trust, making diligence processes longer and more expensive. Drawing parallels to the U.S., Shiyan emphasized how trust and long-term reputation are critical for founders aiming to sustain multiple ventures. They discussed how practices like misreporting revenue—common in sectors like e-commerce—distort valuations and create cascading governance failures. Additional topics included Southeast Asia's funding culture, revenue-quality metrics, exit dynamics for early employees, and honest advice to founders. Watch, listen or read the full insight at https://www.bravesea.com/blog/efishery-unicorn-fraud Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
In the world of entrepreneurship, few stories are as inspiring as that of Ran Shaul, a serial entrepreneur who embodies the resilience, adaptability, and foresight required to build and scale companies on a global level. Ran also offers insights into raising $380M for K Health from top-tier investors like Valor Equity Partners, 14W, Mangrove Capital Partners, GGV Capital, and Comcast Ventures.
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we're thrilled to be joined by Glenn Solomon, managing partner at Notable Capital. Along with Granite Asia, Notable Capital was one of two groups to emerge from GGV Capital, which recently split into two groups with Notable based in Silicon Valley, New York, and covering companies in the U. S., Israel, Europe, and Latin America.Glenn brings nearly 30 years of venture experience to the table, and it was great to draw from his insights in investing, building firms, and working with high performing teams. About Glenn Solomon:Glenn Solomon is the Managing Partner at Notable Capital. He focuses on investing in early to growth-stage companies across different sectors, including cloud infrastructure and business applications. He also serves on the boards of several companies, such as HashiCorp, Opendoor.com, and Orca Security.Before joining Notable, Glenn was a General Partner at Partech International from 1997 to 2006, where he worked on technology investments. Earlier in his career, he was an associate at SPO Partners from 1993 to 1995 and started as a financial analyst at Goldman Sachs from 1991 to 1993.Glenn Solomon earned his MBA and BA from Stanford University.In this episode, we discuss:(01:42) Glenn's journey from playing tennis at Stanford to discovering a passion for technology and investing(02:44) A pivotal moment when encountering the internet for the first time, which sparked a deeper interest in technology(04:06) The transition from Partech International to joining Granite Global Ventures in the mid-2000s(05:03) The appeal of GGV's global perspective and innovative approach in venture capital(07:48) The early strategy at GGV, focusing on differentiation in the venture space(09:01) The necessity of adapting to the evolving nature of the industry(10:29) The rebranding to Notable Capital and the strategic decisions following the split from GGV's Asia team(12:39) The guiding principles at Notable Capital, emphasizing the importance of speed and maintaining a sector-focused strategy(15:19) An example of a recent deal showcasing how the firm's flat structure empowers all team members to contribute significantly(17:33) Staying focused on specific sectors and building a strong support platform for portfolio companies(23:25) Engaging with CSOs and CDOs to maintain an edge in cybersecurity and data sectors.(27:00) Discusses the importance of resourcefulness in venture capital and how they assess this quality during interviews.(36:31) Advice on being a successful VC, stressing the critical role of building strong, lasting relationships(39:30) Success in venture capital fundamentally relies on working with exceptional peopleI'd love to know what you took away from this conversation with Glenn. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
In this episode of Turpentine VC, Erik interviews Glenn Solomon, managing partner at Notable Capital (formerly GGV Capital). They discuss the firm's evolution over 20 years, highlighting its strategic shift towards long-term investments and sector focus. They talk about the rebranding process, Notable Capital's global perspective, and their approach to fund sizing and building a strong internal team. Glenn offers valuable insights on navigating the changing venture capital landscape, including the impact of AI as a major paradigm shift. He emphasizes the importance of staying founder-focused and how Notable Capital differentiates itself through exceptional support.
Quá trễ để « tách » khỏi Trung Quốc ? Trong ít nhất 4 lĩnh vực công nghệ cao, qua các dự án đầu tư chồng chéo, Liên Âu và Mỹ đã « gắn kết » quá chặt với Trung Quốc. Tại sao chỉ với 12% đầu tư vào công nghệ cao của Trung Quốc, các doanh nghiệp Âu Mỹ bị cho là đã giúp một « đối thủ » cất cánh, để rồi Hoa Kỳ không còn là tâm điểm của thế giới về công nghệ mũi nhọn, châu Âu thì hoàn toàn mờ nhạt trong cuộc đua ? Âu-Mỹ không chỉ lo những con chim đầu đàn trong những lĩnh vực công nghệ mũi nhọn của mình bị một đối thủ đáng gờm như Trung Quốc thâu tóm. Từ 2018 Bruxelles và Washington theo dõi chặt chẽ hơn các dự án đầu tư của Âu-Mỹ vào Hoa Lục, Hồng Kông và Macao.Chuyên nghiên cứu về các công nghệ mới, về chính sách công nghệ của Hoa Kỳ và Trung Quốc tại Viện Quan Hệ Quốc Tế Pháp IFRI, tháng 7/2024 Mathilde Velliet công bố nghiên cứu mang tựa đề « Tài trợ cho đối thủ. Khi Mỹ và châu Âu đầu tư vào công nghệ Trung Quốc ». Tác giả tập trung vào những khoản đầu tư của châu Âu và Hoa Kỳ tại Trung Quốc trong giai đoạn 2003-2023. Đấy là thời điểm công nghệ mới tại Trung Quốc đã cất cánh rất nhanh. Công nghệ sinh học và trí tuệ nhân tạo của Trung Quốc là hai lĩnh vực sớm được các đối tác phương Tây quan tâm.Ngoài ra, Mathilde Velliet đã nêu bật những khác biệt trong chính sách đầu tư của Mỹ và của Liên Hiệp Châu Âu và không mấy ngạc nhiên khi thấy một số nhà đầu tư châu Âu và Mỹ đã dễ dàng hợp tác với những đối tác Trung Quốc đang trong tầm ngắm của các giới chức an ninh Hoa Kỳ.Tuy nhiên trong nghiên cứu, bà Velliet giải thích bà căn cứ vào số lượng các dự án mà tránh đề cập đến các trị giá các các dự án đầu tư vì các dữ liệu liên quan đến trị giá các khoản đầu tư thường được các bên tài trợ và nhận tài trợ giấu kín.1.602 dự án của MỹTrả lời ban Việt ngữ RFI Mathilde Velliet trước hết cho biết mục đích chính của công trình là nhằm điểm lại xem rằng trong số những dự án đầu tư của Âu, Mỹ vào Trung Quốc có thuộc diện « đặt ra vấn đề » đối với an ninh, chiến lược của Washington cũng như Bruxelles hay không, chẳng hạn như do liên hệ giữa các công ty Trung Quốc với quân đội nước này.Mathilde Velliet : « Tôi đã tập trung vào bốn lĩnh vực công nghệ mang tính chiến lược, gồm trí tuệ nhân tạo, công nghệ bán dẫn, công nghệ sinh học và thông tin lượng tử. Đây là bốn chìa khóa của toàn bộ ngành công nghiệp trong tương lai, liên quan đến cả vế thương mại lẫn quân sự. Bốn lĩnh vực này cũng đang là tâm điểm của những mối căng thẳng tại Washington và Bruxelles chung quanh chính sách đầu tư của Âu, Mỹ ra nước ngoài ».Trong số các nhà đầu tư ngoại quốc vào công nghệ cao Trung Quốc, Liên Hiệp Châu Âu bị bỏ xa lại phía sau. Trong Liên Hiệp Châu Âu, thì Đức dẫn đầu với 49 dự án, Pháp về nhì với 36 thương vụ và Hà Lan đứng hạng 3, với 12 dự án. Tập đoàn Trung Quốc Didi, (tương đương với Uber), ông trùm về data center Tenglong Holding, hay Alibaba trong ngành mua bán trên mạng internet, đều đã phát triển nhờ có ít nhất là một nhà đầu tư Hoa Kỳ (Mathilde Velliet, p.49).12 % đầu tư của Âu Mỹ tại Trung Quốc Nhìn về tổng thể, trên 100 dự án đầu tư vào công nghệ cao tại Trung Quốc, 75 % do nước chủ nhà đảm nhiệm. Hoa Kỳ và Liên Hiệp Châu Âu chỉ hiện diện trong 12 % các dự án và gần như luôn phải « đồng hành », dưới nhiều khía cạnh khác nhau, với các đối tác Trung Quốc.Mathilde Velliet : « Khác biệt chính giữa Mỹ và châu Âu là về số lượng các dự án đầu tư. Trong cả bốn lĩnh vực vừa nêu (trí tuệ nhân tạo, công nghệ sinh học, công nghệ bán dẫn, tin học lượng tử), Hoa Kỳ là nguồn đầu tư ngoại quốc lớn nhất vào Trung Quốc với tổng cộng 1602 dự án trong hai thập niên qua. Con số này cao hơn rất nhiều so vớ 149 dự án của Liên Hiệp Châu Âu trong cùng thời kỳ. Ngoài ra, châu Âu chú ý nhiều vào các chương trình hợp tác trong lĩnh vực trí tuệ nhân tạo để sử dụng trong một vài lĩnh vực công nghiệp cụ thể, như trong ngành sản xuất xe hơi hay ngành kỹ thuật hóa học. Thí dụ như Đức đầu tư vào các dự án với Trung Quốc giúp ích cho công ngành sản xuất xe hơi. Trái lại, các dự án của Mỹ đa dạng hơn, bao gồm cả bốn lĩnh vực tôi đã nêu bật trong nghiên cứu của mình. Khác biệt thứ ba giữa các dự án đầu tư của châu Âu và Mỹ vào Trung Quốc mang tính chiến lược : Đành rằng cả Bruxelles lẫn Washington cùng cân nhắc về mức độ rủi ro trong các dự án đầu tư vào Trung Quốc. Nhưng Nhà Trắng đã thông qua sắc lệnh để hạn chế đầu tư trực tiếp của các doanh nghiệp Mỹ vào Trung Quốc, trong lúc Liên Âu thì vẫn còn đang trong giai đoạn suy nghĩ và tránh nhắm thẳng vào Trung Quốc ».Bắc Kinh kiểm soát đầu tư nước ngoàiVẫn bài nghiên cứu của Mathilde Velliet, Viện Quan Hệ Quốc Tế Pháp ghi nhận : trong 4 lĩnh vực then chốt bà quan tâm, Âu-Mỹ đặc biệt chú ý đến trí tuệ nhân tạo và công nghệ sinh học. Nhưng phương Tây chỉ chiếm thiểu số trong cả 4 mảng công nghệ mới nói trên. Trung Quốc và các ngân hàng của nước này đài thọ 78 % các dự án phát triển công nghệ sinh học và bán dẫn ; 77 % trí tuệ nhân tạo ; Trung Quốc đảm nhiệm 84 % đầu tư vào các phương tiện tin học lượng tử. Đến nay Mỹ trực tiếp tham gia vào hai chương trình đầu tư phát triển tin học lượng tử cho Bắc Kinh, Ý là một dự án. Tuy nhiên trong tất cả những lĩnh vực nhậy cảm vừa nêu, 3/4 trong số các dự án Âu, Mỹ được phép tham gia, đều là những mối « liên doanh » với các hãng của Trung Quốc.Câu hỏi kế tiếp là tại sao Mỹ và Liên Hiệp Châu Âu lo ngại về các khoản đầu tư dù khá ít ỏi (so sánh về số lượng dự án) vào Trung Quốc ? Mathilde Velliet : « Các dữ liệu được thống kê trong 20 năm qua cho thấy, Mỹ và Liên Âu đầu tư vào công nghệ bán dẫn, vào trí tuệ nhân tạo, vào công nghệ sinh học và bất ngờ hơn cả là vào công nghệ thông tin lượng tử của Trung Quốc. Bất ngờ do chúng ta biết công nghệ thông tin lượng tử là một chìa khóa trong các cuộc chạy đua về công nghệ cao. Điều đó không cấm cản Mỹ đã đầu tư vào hai dự án và Liên Âu tham gia vào một chương trình hợp tác với Trung Quốc. Giờ đây điều khiến Washington lo ngại không vì Trung Quốc đã phát triển nhờ gặt hái được những thành quả từ các khoản đầu tư trực tiếp của Mỹ. Mối nguy hiểm, theo đánh giá của Washington, nằm ở chỗ qua 1 dự án hợp tác, phía Trung Quốc tiếp cận được nhiều đối tác của Mỹ, với nhiều nhà đầu tư Mỹ, tạo được uy tín để thu hút thêm các dự án đầu tư khác … Chính hiện tượng vết dầu loang đó đã giúp cho công nghệ cao của Trung Quốc nhanh chóng phát triển ».Thế còn về phía châu Âu ?Mathilde Velliet : « Bruxelles đặc biệt quan ngại trước viễn cảnh đầu tư của châu Âu cho phép Trung Quốc nâng cao khả năng quân sự, phát triển những công cụ để tấn công tin học … và đó có thể là những mối đe dọa trực tiếp nhắm vào an ninh và hòa bình của thế giới. Chính điều này khiến Liên Hiệp Châu Âu trăn trở. Bruxelles ít quan tâm hơn đến vế cạnh tranh trực tiếp về công nghệ. Tôi xin lưu ý, thông thường, không phải lúc nào Liên Hiệp Châu Âu cũng tuân thủ những đòi hỏi của Hoa Kỳ nhưng riêng trên hồ sơ công nghệ, thì sở dĩ Bruxelles quan tâm đến các khoản đầu tư của châu Âu vào Hoa Lục do phía Mỹ khẩn khoản kêu gọi Liên Âu đề cao cảnh giác với Trung Quốc ».Chính châu Âu và Mỹ phá rào ?Nghiên cứu mang tựa đề « Tài trợ cho đối thủ. Khi Mỹ và châu Âu đầu tư vào công nghệ Trung Quốc », Mathilde Velliet ghi nhận :Có ít nhất hai dự án của Đức tại Trung Quốc liên quan trực tiếp đến các thực thể bị Hoa Kỳ đưa vào danh sách đen, do hoặc có liên hệ với quân đội Trung Quốc, hoặc do vi phạm nhân quyền, hoặc do hoạt động trong một lĩnh vực « trái ngược với lợi ích của Mỹ ».Pháp đầu tư vào Trung Quốc qua trung gian Cathay Capital nhưng từ đầu tháng 1/2024, một trong những thành viên của Cathay bị Washington đưa vào danh sách trừng phạt.Ngay bản thân Hoa Kỳ, cũng có không ít các nhà đầu tư Mỹ - như quỹ đầu tư GGV Capital - trong tầm ngắm của Hạ Viện Hoa Kỳ; « 7 trong số 10 nhà đầu tư lớn nhất của Mỹ đã bỏ vốn vào 4 lĩnh vực chiến lược của Trung Quốc, cộng tác với các doanh nghiệp Trung Quốc bị Washington trừng phạt ».Trong số 1.602 dự án đầu tư của Mỹ vào Trung Quốc, có 12 thực thể Trung Quốc trong các lĩnh vực trí tuệ nhân tạo và công nghệ bán dẫn trong « danh sách đen ».Phần lớn các hợp đồng được ký kết trước khi bộ Ngân Khố Hoa Kỳ công bố danh sách trừng phạt. Tuy nhiên nghiên cứu của viện IFRI cũng chỉ ra rằng, không ít các khoản đầu tư của Mỹ đã được đổ vào một số các doanh nghiệp nổi tiếng là hoạt động trong quỹ đạo của quân đội Trung Quốc, như Megvii, 4Paradigm, hay Intellifusion … Trường hợp một doanh nghiệp Mỹ hợp tác với 1 thực thể Trung Quốc đã có tên trong danh sách bị Hoa Kỳ trừng phạt cũng không phải là hiếm.5 điểm kết luậnTrong phần kết luận, Mathilde Velliet đưa 5 điểm chính : Thứ nhất, trong tất cả 4 lĩnh vực công nghệ cao bà nghiên cứu, trọng lượng của đầu tư Âu, Mỹ vào Trung Quốc là « rất ít », 75 % vẫn phụ thuộc vào Bắc Kinh. Qua đó « tác động rất hạn chế » khi cho rằng đầu tư của phương Tây giúp công nghệ cao của Trung Quốc cất cánh và đây là kết luận thứ nhì của tác giả bài nghiên cứu.Điểm thứ ba là trong 2 thập niên, châu Âu chỉ hiện diện trong 149 dự án đầu tư vào công nghệ cao của Trung Quốc, đó là một con số quá thấp để cho rằng Liên Hiệp Châu Âu đã biến Trung Quốc thành một mối đe dọa tiềm tàng …Để trả lời câu hỏi tại sao dù với vị trí khiêm tốn Liên Hiệp Châu Âu và nhất là Hoa Kỳ lại sợ rằng đã « tài trợ cho một đối thủ » để giờ đây bị Trung Quốc bỏ lại phía sau, Mathilde Velliet tiếc rằng do thiếu một sự minh bạch cả từ hai phía (Âu - Mỹ và Trung Quốc) những dữ liệu bà khai thác không cung cấp những thông tin đáng tin cậy để giải đáp một cách nghiêm túc. Đó là kết luận thứ tư của tác giả.Nhưng bài nghiên cứu của viện IFRI cho thấy mức độ phức tạp và chồng chéo trong mối liên hệ giữa các tập đoàn của Mỹ, của châu Âu với lại Trung Quốc. Đó là kết luận thứ 5 được tác giả nêu bật. Điểm cuối cùng này phần nào cho phép nghĩ rằng, không dễ áp dụng những sắc lệnh trừng phạt các công ty Trung Quốc khi mà số này đã gắn kết quá chặt chẽ với chính những tập đoàn công nghệ cao hàng đầu của Mỹ, với các quỹ đầu tư lớn nhất của Hoa Kỳ.
Helen Wong, Managing Partner of AC Ventures, and Jeremy Au talked about three main themes: 1. AC Ventures Managing Partner Leadership Journey: Helen shared her extensive journey from Oxford University to investment banking to GGV Capital to INSEAD MBA to Qiming Ventures to Managing Partner of AC Ventures. She highlighted her 20 years of investing experience across the booming Silicon Valley tech ecosystem to the early rapidly growing China tech scene of the early 2000s. The Asian Financial Crisis with Asia corporate over-leveraging debt and Alan Greenspan's interest rate hikes reshaped her understanding of risk and investment. She shared insights on investing in 4 unicorns, 3 M&A exits and 7 IPOs, e.g. Alibaba's growth from 1,000 to thousands of employees 2. China VC Acceleration: Helen discussed the early days of China's tech ecosystem, where returnees and local entrepreneurs started to build unicorns across the internet boom and the mobile internet era, despite the nascent talent pool and then-lack of exit opportunities. She noted the intense competition, global liquidity pools, rapid pace of deal-making, and the strategic focus shifts from consumer internet to deep tech and enterprise software due to government policies and market saturation. 3. Indonesia Growth Optimism: Helen highlighted the significant growth potential in Southeast Asia, particularly in Indonesia, which she identified as a critical market due to its large 275 million population, rising middle class, and economic resilience. She drew parallels between the region's current tech landscape and China's early days, noting the opportunities for substantial returns. She also discussed Indonesia's favorable economic fundamentals, with Goldman Sachs projecting the country's GDP to rank fourth globally by 2050, and the public and private debt levels being relatively low at about 40% of GDP, which indicates a healthier balance sheet compared to more leveraged economies. Jeremy and Helen also talked about the challenges of balancing career and family, strategic investments like Akulaku, reflections on missed investments, and her advice to her younger self. Watch, listen or read the full insight at https://www.bravesea.com/blog/helen-wong Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/helen-wong-id 观看、收听或阅读全文,请访问 https://www.bravesea.com/blog/helen-wong-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremya LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Join us at the startup conference Echelon X! We have 30 exclusive complimentary tickets for our podcast listeners. Sign up and use the promo codes BRAVEPOD or ECXJEREMY to claim your free tickets now!
This week we're joined by Jeff Richards, managing partner at Notable Capital. Together we explore the rebranding of GGV Capital to Notable Capital and dissect the viral phenomenon of meme stocks, focusing on the surge of GameStop and AMC fueled by the ever-elusive Roaring Kitty. Join us for insights into market dynamics, risk management, and the evolving role of AI in finance and investing. We cover: • The rebranding of GGV Capital to Notable Capital • Slice, and how it's disrupting the pizza delivery space • The recent surge in GameStop and AMC stock prices • The dynamics of short squeezes • The role of short sellers in the market • The IPO market: • Long-term benefits of investing in established companies — Be sure to check out our new website: https://trendswithfriends.com/ Subscribe to Trends with Friends: https://www.howardlindzon.com/ Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today: www.public.com/trendswithfriends — Skip Ahead: (00:00) Welcome banter (04:00) Notable Capital's rebrand (05:40) Slice pizza delivery (10:22) Book plugs (10:50) Roaring kitty skyrocketing AMC and GME (14:20) A lesson for investors regarding shorts (18:20) Short sellers' role in the market (20:48) The psychology of meme stocks and FOMO (24:20) A note on the global market landscape (26:11) Pepe the Frog and cultural influence (31:35) The evolving role of AI in finance and investing (37:47) The importance of sales and marketing (40:13) AI is turbocharging SMB's (42:59) Making sense of the startup economy (48:33) The next boom (49:35) Market bets (56:43) Trends with NO Friends: Blue Bird & Nelnet (01:02:40) Options trades (01:04:05) See you next week — Referenced: • Notable Capital - https://notablecap.com/ • Slice - https://slicelife.com/ • Shoe Dog - https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44 • Setting The Table - https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 • Thinking Fast and Slow - https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555 • Roaring Kitty's tweet - https://twitter.com/TheRoaringKitty/status/1789807772542067105?ref_src=twsrc^tfw|twcamp^tweetembed|twterm^1789807772542067105|twgr^5d8c010501259346ce1f346ad2bc72fce6917477|twcon^s1_&ref_url=https%3A%2F%2Fwww.notion.so%2Fpen-name%2F05-14-24-TwF-0a961666fd0f49ea9f060a222a86064b%3Fpvs%3D25 • Ibotta - https://home.ibotta.com/ — Big Thank You To Our Guest: • Jeff Richards - https://notablecap.com/team/jeff-richards/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions. --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message
This week, Mary Ann talked to Hans Tung, managing partner of Notable Capital (formerly GGV Capital), which is focused on investing in the US as well as in Europe and Latin America. Long-time listeners may recall that Hans, whose portfolio includes the likes of Airbnb, StockX and Slack, joined Equity last year to focus on down rounds, a term often treated like an evil phrase. Today, we're digging into why Hans still believes in down rounds, the importance of long-term thinking and the current state of startup investment.We'll also dive into:Why Hans is so bullish on fintech, and what sectors within fintech especially has him psyched.Recent changes at his own firm, and why there have been so many personnel changes at VC firms as of lateAnd more!All right, sit back, hit play and have some fun with us. Equity will be back on Monday. See you then!Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday. You can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff's view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is more resilient than the last round (19:30), Adobe's skid around a lack of AI (21:30), potential headwinds (32:30), AI as a tailwind for small business (37:30). After the break, Dan and Jeff are joined by Garrett Lord, co-founder & CEO of Handshake. The trios discuss Handshake's origin story (41:30), how Handshake compares to competitors like LinkedIn or Indeed (45:00), what drew Jeff to the company (46:00), how Handshake partners with academic institutions (49:20), what attracted Jeff to Handshake's business model (51:40), the job market for college graduates (55:00), how technology has changed recruiting after college (57:30), the labor market (59:45), the student experience (1:03:30), evolving as a founder and CEO (1:05:30), what excites him about the future (1:09:30) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff's view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is more resilient than the last round (19:30), Adobe's skid around a lack of AI (21:30), potential headwinds (32:30), AI as a tailwind for small business (37:30). After the break, Dan and Jeff are joined by Garrett Lord, co-founder & CEO of Handshake. The trios discuss Handshake's origin story (41:30), how Handshake compares to competitors like LinkedIn or Indeed (45:00), what drew Jeff to the company (46:00), how Handshake partners with academic institutions (49:20), what attracted Jeff to Handshake's business model (51:40), the job market for college graduates (55:00), how technology has changed recruiting after college (57:30), the labor market (59:45), the student experience (1:03:30), evolving as a founder and CEO (1:05:30), what excites him about the future (1:09:30) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
This is our Wednesday show, when we take a moment to dig into a raft of startup and venture capital news. No big tech here!Keep in mind that Y Combinator's demo day kicks off today, so we're going to be snowed-under in startup news the rest of the week. Consider today's show the calm before the storm.AUDIOOn the podcast this morning we have BlaBlaCar's new credit facility and how it managed to land it, how PipeDreams could be onto a new model of startup construction, GoStudent's rebound and profitability, Hailo's chip business and massive new funding round, and the two new brands that GGV calls home as it divides up its operations on both sides of the Pacific Ocean.Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday, and you can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.
YEMI'S BIO This episode is a master class in emerging markets investing, capital allocation and developing economies by one of the best in the game. He was very early investing capital in two consequential geographies, China in the early 2000's and Africa a few years later. He is now a London-based Partner & Head of Europe, Middle East and Africa (EMEA) at TPG, a leading global investment firm managing $212 billion in assets. He leads investment activities for the firm in Africa and a leader on emerging market investment activities in the technology sector for TPG's Rise Fund. Prior to joining TPG in 2015, Yemi founded and was Managing Partner of Adlevo Capital, one of the first venture capital firms focused on early stage technology investments in Africa. Previously, he was a Principal at GGV Capital, a leading Silicon Valley-based venture capital firm and one of the first focused on investments in both the US and China. Yemi started his career as an engineer and held engineering leadership and product management positions at Hewlett Packard and Siebel Systems. He holds a Bachelor's degree in Mechanical Engineering from University of Lagos, a Master's degree in Mechanical Engineering from Stanford University and an MBA from Harvard Business School. YEMI RELATED LINKS Yemi's TPG Profile TPG Rise Fund's Portfolio Airtel Africa $200m Deal| TechCrunch Investing in African Tech Companies| Built Tough Pod Africa's Booming Tech Sector| Bloomberg GENERAL INFO| TOP OF THE GAME: Official website: https://topofthegame-thepod.com/ RSS Feed: https://feed.podbean.com/topofthegame-thepod/feed.xml Hosting service show website: https://topofthegame-thepod.podbean.com/ Javier's LinkTree: https://linktr.ee/javiersaade & Bio: https://tinyurl.com/36ufz6cs SUPPORT & CONNECT: LinkedIn: https://www.linkedin.com/showcase/96934564 Facebook: https://www.facebook.com/profile.php?id=61551086203755 Twitter: https://twitter.com/TOPOFGAMEpod Subscribe on Podbean: https://www.podbean.com/site/podcatcher/index/blog/vLKLE1SKjf6G Email us: info@topofthegame-thepod.com THANK YOU FOR LISTENING – AVAILABLE ON ALL MAJOR PLATFORMS
Episode brought to you by More StaffingRyan Denehy is the Founder and CEO at Electric AI, an IT platform that empowers SMBs with user-friendly tools and guidance to streamline their IT management and secure their business.Electric, valued over $1B has raised over $200M to date and is backed by GGV Capital, Bessemer Venture Partners, Primary Venture Partners, Greenspring Associates, 01 Advisors, Bowery Capital, The Slack Fund, Vintage Investment Partners, and Atreides Management.Ryan joins Blaine & Ramon to give a first hand look at what it takes to build a unicorn, how to level up as an entrepreneur, and some hot takes on current market affairs.Join 15k founders and marketers & get our pod highlights delivered directly to your inbox with the DTC Pod Newsletter!On this episode of DTC pod we cover:1. Importance of Spending Control2. Value of Experienced Advisors3. Persistence in Challenging Situations4. Significance of Self-Awareness Growth5. Product-Market Fit Exploration6. Strategic Business Pivots7. CEO Evolution and DelegationTimestamps00:00 Low barriers allow starting any type of business.09:33 Successful DVD distribution leads to sponsorship deal.15:30 Learned perseverance through years of daily skateboarding.21:33 Focus on solving specific problems for customers.26:52 Unknowingly found product-market fit through mountain biking.30:06 Founders need creativity and abstract thinking.34:59 Transition from experimentation to disciplined business operations.39:25 Founder transitions rapidly from customer focus to management.46:11 CEO aspirant emphasizes learning, adapting to challenges.54:59 You control spending and bank account balance.Shownotes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more. Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• #243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here and our DTC brand directory hereFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTok Ryan Denehy - Founder and CEO at Electric AIRamon Berrios - Co-Founder of CastmagicBlaine Bolus - Co-Founder of Castmagic
Podcast: Made IT - Storie Italiane di Successo (LS 46 · TOP 1% what is this?)Episode: #132 Basta un Solo Sì: Lezione di Perseveranza con Andrea Carcano, Co-Founder Nozomi NetworksPub date: 2023-12-11Andrea Carcano è il co-fondatore di Nozomi Networks, un'azienda italiana di sicurezza informatica che non solo ha conquistato la Silicon Valley ma ha anche ridefinito il panorama internazionale della cyber security. Nozomi Networks è un'azienda specializzata nella cybersecurity per sistemi critici. Fondata a Varese con un investimento iniziale di 20mila euro, l'azienda si è rapidamente affermata nel settore come punto di riferimento. Ha raccolto oltre 150 milioni dollari di finanziamenti da fondi quali Planven, Lux Capital e GGV Capital e ha più di 250 dipendenti tra Europa e Stati Uniti. Andrea condivide con noi i suoi esordi, raccontandoci di come la sua curiosità per i computer lo abbia portato a costruirsi da solo, il suo primo computer pezzo per pezzo per poi divertirsi con quello che viene chiamato white hacking quindi entrare nei computer degli amici per fare banalmente degli scherzi. Ci racconta poi come decide di lasciare un lavoro nel team di cyber security da Eni per provare a costruire un suo prodotto che è convinto possa risolvere problemi enormi per società proprio come Eni. Ci soffermiamo sui sacrifici fatti nei primi anni da founder, la difficoltà di trovare il primo cliente, il primo test con Enel, la ricerca del primo investitore e la determinante decisione di trasferirsi nella Silicon Valley. Affronteremo insieme le sfide di crescere Nozomi, esplorando anche il significativo cambiamento culturale vissuto nella Silicon Valley. Ogni capitolo suo percorso è un'occasione per imparare preziose lezioni. Scopriremo come la sua determinazione, la capacità di superare le obiezioni e la fiducia nel proprio prodotto hanno reso Nozomi Networks un'icona di successo nel panorama della sicurezza informatica. Che siate appassionati di tecnologia o aspiranti imprenditori, questa intervista promette di ispirare e fornire preziose lezioni che potrebbero plasmare il vostro percorso imprenditoriale. SPONSORS Made IT è powered by Alchimia, società di investimento che opera principalmente nel settore del Venture Capital. Investono e co-investono in opportunità ad alto potenziale di crescita, offrendo capitale e risorse strategiche e operative dedicate. Barberino's è molto più di un semplice barbiere, ha infatti trasformato una semplice necessità come tagliarsi i capelli o radersi in un'esperienza goduriosissima. Barberino's ha deciso di regalare a tutti voi un fantastico omaggio! Con il codice MADEIT avete il 20% di sconto su www.barberinosworld.com fino al 24/12/23 su tutti i prodotti a marchio Barberino's, senza minimo di spesa. SOCIAL MEDIA Se vi piace il podcast, il modo migliore per dircelo o per darci un feedback (e quello che ci aiuta di più a farlo diffondere) è semplicemente lasciare una recensione a 5 stelle o un commento su Spotify o l'app di Apple Podcast. Ci ha aiuta davvero tantissimo, quindi non esitate :) Se volete farci delle domande o seguirci, potete farlo qui: Instagram @madeit.podcast LinkedIn @madeitpodcastThe podcast and artwork embedded on this page are from Inès Makula e Camilla Scassellati Sforzolini, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Made IT - Storie Italiane di Successo (LS 45 · TOP 1% what is this?)Episode: #132 Basta un Solo Sì: Lezione di Perseveranza con Andrea Carcano, Co-Founder Nozomi NetworksPub date: 2023-12-11Andrea Carcano è il co-fondatore di Nozomi Networks, un'azienda italiana di sicurezza informatica che non solo ha conquistato la Silicon Valley ma ha anche ridefinito il panorama internazionale della cyber security. Nozomi Networks è un'azienda specializzata nella cybersecurity per sistemi critici. Fondata a Varese con un investimento iniziale di 20mila euro, l'azienda si è rapidamente affermata nel settore come punto di riferimento. Ha raccolto oltre 150 milioni dollari di finanziamenti da fondi quali Planven, Lux Capital e GGV Capital e ha più di 250 dipendenti tra Europa e Stati Uniti. Andrea condivide con noi i suoi esordi, raccontandoci di come la sua curiosità per i computer lo abbia portato a costruirsi da solo, il suo primo computer pezzo per pezzo per poi divertirsi con quello che viene chiamato white hacking quindi entrare nei computer degli amici per fare banalmente degli scherzi. Ci racconta poi come decide di lasciare un lavoro nel team di cyber security da Eni per provare a costruire un suo prodotto che è convinto possa risolvere problemi enormi per società proprio come Eni. Ci soffermiamo sui sacrifici fatti nei primi anni da founder, la difficoltà di trovare il primo cliente, il primo test con Enel, la ricerca del primo investitore e la determinante decisione di trasferirsi nella Silicon Valley. Affronteremo insieme le sfide di crescere Nozomi, esplorando anche il significativo cambiamento culturale vissuto nella Silicon Valley. Ogni capitolo suo percorso è un'occasione per imparare preziose lezioni. Scopriremo come la sua determinazione, la capacità di superare le obiezioni e la fiducia nel proprio prodotto hanno reso Nozomi Networks un'icona di successo nel panorama della sicurezza informatica. Che siate appassionati di tecnologia o aspiranti imprenditori, questa intervista promette di ispirare e fornire preziose lezioni che potrebbero plasmare il vostro percorso imprenditoriale. SPONSORS Made IT è powered by Alchimia, società di investimento che opera principalmente nel settore del Venture Capital. Investono e co-investono in opportunità ad alto potenziale di crescita, offrendo capitale e risorse strategiche e operative dedicate. Barberino's è molto più di un semplice barbiere, ha infatti trasformato una semplice necessità come tagliarsi i capelli o radersi in un'esperienza goduriosissima. Barberino's ha deciso di regalare a tutti voi un fantastico omaggio! Con il codice MADEIT avete il 20% di sconto su www.barberinosworld.com fino al 24/12/23 su tutti i prodotti a marchio Barberino's, senza minimo di spesa. SOCIAL MEDIA Se vi piace il podcast, il modo migliore per dircelo o per darci un feedback (e quello che ci aiuta di più a farlo diffondere) è semplicemente lasciare una recensione a 5 stelle o un commento su Spotify o l'app di Apple Podcast. Ci ha aiuta davvero tantissimo, quindi non esitate :) Se volete farci delle domande o seguirci, potete farlo qui: Instagram @madeit.podcast LinkedIn @madeitpodcastThe podcast and artwork embedded on this page are from Inès Makula e Camilla Scassellati Sforzolini, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Andrea Carcano è il co-fondatore di Nozomi Networks, un'azienda italiana di sicurezza informatica che non solo ha conquistato la Silicon Valley ma ha anche ridefinito il panorama internazionale della cyber security. Nozomi Networks è un'azienda specializzata nella cybersecurity per sistemi critici. Fondata a Varese con un investimento iniziale di 20mila euro, l'azienda si è rapidamente affermata nel settore come punto di riferimento. Ha raccolto oltre 150 milioni dollari di finanziamenti da fondi quali Planven, Lux Capital e GGV Capital e ha più di 250 dipendenti tra Europa e Stati Uniti. Andrea condivide con noi i suoi esordi, raccontandoci di come la sua curiosità per i computer lo abbia portato a costruirsi da solo, il suo primo computer pezzo per pezzo per poi divertirsi con quello che viene chiamato white hacking quindi entrare nei computer degli amici per fare banalmente degli scherzi. Ci racconta poi come decide di lasciare un lavoro nel team di cyber security da Eni per provare a costruire un suo prodotto che è convinto possa risolvere problemi enormi per società proprio come Eni. Ci soffermiamo sui sacrifici fatti nei primi anni da founder, la difficoltà di trovare il primo cliente, il primo test con Enel, la ricerca del primo investitore e la determinante decisione di trasferirsi nella Silicon Valley. Affronteremo insieme le sfide di crescere Nozomi, esplorando anche il significativo cambiamento culturale vissuto nella Silicon Valley. Ogni capitolo suo percorso è un'occasione per imparare preziose lezioni. Scopriremo come la sua determinazione, la capacità di superare le obiezioni e la fiducia nel proprio prodotto hanno reso Nozomi Networks un'icona di successo nel panorama della sicurezza informatica. Che siate appassionati di tecnologia o aspiranti imprenditori, questa intervista promette di ispirare e fornire preziose lezioni che potrebbero plasmare il vostro percorso imprenditoriale. SPONSORS Made IT è powered by Alchimia, società di investimento che opera principalmente nel settore del Venture Capital. Investono e co-investono in opportunità ad alto potenziale di crescita, offrendo capitale e risorse strategiche e operative dedicate. Barberino's è molto più di un semplice barbiere, ha infatti trasformato una semplice necessità come tagliarsi i capelli o radersi in un'esperienza goduriosissima. Barberino's ha deciso di regalare a tutti voi un fantastico omaggio! Con il codice MADEIT avete il 20% di sconto su www.barberinosworld.com fino al 24/12/23 su tutti i prodotti a marchio Barberino's, senza minimo di spesa. SOCIAL MEDIA Se vi piace il podcast, il modo migliore per dircelo o per darci un feedback (e quello che ci aiuta di più a farlo diffondere) è semplicemente lasciare una recensione a 5 stelle o un commento su Spotify o l'app di Apple Podcast. Ci ha aiuta davvero tantissimo, quindi non esitate :) Se volete farci delle domande o seguirci, potete farlo qui: Instagram @madeit.podcast LinkedIn @madeitpodcast
Record conversations you wish you recorded... Yes, the ability to do so is finally here. We met Jordan twice! Each episode with endless value. On this trip to the show, we learned to BackTrack. This is a must-listen-to show with Jordan L. Walker.Co-Founder at BackTrack: Backtrack is a Mac Menu Bar App that let's you record what you've seen or heard on your computer up to 5 hours in the past.Co-Founder at Yac: Yac is an audio-first messaging platform that helps you enrich async communication with voice messages, searchable transcription, and async screen sharing. We've raised $10m+ in funding from GGV Capital, Slack, Betaworks Ventures, Active Capital, Arlan Hamilton, Anthony Pompliano, and more. We are also the creators of Backtrack, where you can record audio from the past.Link to 2nd episode on October 3, 2020: https://thatentrepreneurshow.buzzsprout.com/737252/5719495-rewind-the-clock-with-voice-messaging-for-remote-teamsLink to 1st episode on March 25, 2020: https://thatentrepreneurshow.buzzsprout.com/737252/3105019-learn-what-product-is-taking-zoom-and-slack-s-placeFor Digital Editing / Podcast Guests Inquiries, email PodcastsByLanci@Gmail.comMusic Credits:Adventure by MusicbyAden | https://soundcloud.com/musicbyadenHappy | https://soundcloud.com/morning-kuliSupport the showIf you enjoyed this week's show, click the subscribe button to stay current.Listen to A Mental Health Break Episodes hereTune into Writing with Authors here
Arie Zilberstein is the CEO and co-founder of Gem, a startup that's building a Cloud Detection and Response platform for security operations teams. In this episode, Arie recalls how his experience in the Israel Defense Forces not only shaped his outlook but also introduced him to his future co-founders: CTO Ron Konigsberg and VP of Product Ofir Brukner. Together, they're changing the way that organizations identify and stop attacks in the cloud. Tune in for Arie's thoughts on the technology (and psychology) of managing incident response, how Gem is leveraging generative artificial intelligence, why he believes in distributed teams, and more. This episode is co-hosted by Oren Yunger, Managing Partner at GGV Capital.
Venture investment firm GGV Capital to split into two firms amid China-U.S. tensions, and European chamber calls for ‘clearer' legislation from Beijing. Subscribe to a bundle deal now to unlock all coverage by Caixin Global and The Wall Street Journal for only $250 a year. It's a 60% discount.
GGV Capital Distancing Business from ChinaU.S. Finalizes Chip Subsidies Rules Aimed at ChinaU.S. Finalizes Rules for Chip Subsidies Aimed at China‘Decouple from China': Ramaswamy Policy If ElectedFormer Trump Security Advisor: China Prepping for WarU.S., China Launch Forum to Resume Economic TalksChina to Help Syria's Sanction-Hit EconomyU.S. Ambassador Accuses China of ‘Economic Coercion'China-India Spat Over Visas for Asian Games AthletesVietnam Automaker to Ship First Electric Vehicles to Europe; European Union Probes Subsidies for Rival Chinese CarsSon Pleads With Lawmakers to Rescue Imprisoned FatherChina Looking to Control Panama Canal; U.S. Should Step in for Its Own Interests: Mills
The Digital Revolution is transforming today's business landscape at an accelerated pace, forcing businesses to embrace new technologies to gain a competitive edge, or risk falling behind. This is driving a move away from digital innovation solutions with long implementation timelines towards short-term digitalization wins, especially for companies in the early stages of growth. While CEOs and CFOs are left with the challenge of identifying quick-to-value technologies that make the most sense for their business and navigating intricate relationships with vendors whose solutions can help them scale smartly, venture capital (VC) and private equity (PE) firms similarly navigating the startup space — and vendor relations — are pressured to add value while reducing complexity and costs.In this episode of the SAP Concur Conversations podcast, Bailey Dickey of GGV Capital and Phil McNamara of Proven explore the challenges and opportunities within the startup space and detail various aspects of the startup journey, diving deep into vendor relationships, cost management, digital transformation, and the role of technology in scaling businesses. They highlight the importance of trust and collaboration with vendors, the need for real-time reporting to monitor spending, and the potential of AI and digital tools to streamline operations. Hosted on Acast. See acast.com/privacy for more information.
When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don't think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like. Guest - Jeff Richards, Managing partner at GGV Capital howardlindzon.com, ggvc.com Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen linkedin.com/in/jeffrichards #fintech #invest #investment #venturecapital #stockmarket #finance Time Stamps: Intro (00:41) Welcome back Jeff (03:42) Investing in growth (04:10) The next bull market (05:41) Impact of higher rates (06:23) Funding landscape (7:01) Potential of generative AI (07:54) App distribution constraints (08:47) Embracing AI (10:46) Contrast now and tech in 99/00 (13:40) AI and physical brands (14:36) Advice of the younger generation (15:52) Growth in golf and pickleball (18:21) Reimaging sports with infused tech (19:53) GGV's focus (20:10) Founder/Startup headwinds (20:59) Measuring VC success (22:09) Looking ahead (24:33) Looking at fintech & proptech (25:21) Impact of higher interest rates (26:30) Travel is booming (27:07) Opportunity in ‘Treasury Management (29:26) Record growth in SMBs (31:05) Seeing a renaissance of innovation (32:31) Hoping for innovation in healthcare (50:31) Wrapping up (52:10) Outro (53:10)
Ilir Sela is the Founder & CEO of Slice, the online ordering and all-in-one software platform that helps pizzeria's manage their business. Ilir started the company in 2010 as MyPizza, rebranded to Slice in 2015, and has since raised over $125 million and supports over 20,000 independent pizza shops. Slice is supported by investors like GGV, KKR, 01 Advisors, Primary Ventures, FJ Labs, and RiverPark Ventures. Brought to you by Secureframe, the automated compliance platform built by compliance experts: https://secureframe.com/request-demo-4?utm_source=partner&utm_medium=newsletter&utm_campaign=062023-thesplit Read the transcript: https://www.thespl.it/p/arming-the-pizza-rebels-ilir-sela In this episode we cover - The three reasons small pizza shops are growing 24x faster than big chains - How franchising and "reverse franchising" works - Ilir's biggest mistakes building a franchise business before starting Slice - How to explain a new business model to investors - The customer acquisition benefits of a multi-product model - Bootstrapping Slice to $3 million in profit - Turning down two acquisition offers, one that would have made him nine figures personally - Why MrBeast Burger failed - Why we don't need more cloud kitchens - Empowering entrepreneurs to open their own pizza shops - Building a strong board - Advice for founders selling to small businesses Referenced Cloud Kitchens: https://www.thefoodcorridor.com/blog/everything-you-need-to-know-about-cloud-kitchens-ghost-kitchens/ Frank Slootman from Snowflake, who Illir said inspires him: https://www.linkedin.com/in/frankslootman/ Growth in independent pizzerias vs big chains in 2022: https://www.pmq.com/pizza-power-report-2023/ Jeff Richards from GGV Capital, who invested in Slice and gave Illir some advice mentioned in the podcast: https://www.linkedin.com/in/jeffrichards/ Michelle Obama on whether pizza is a vegetable: https://www.youtube.com/watch?v=G14qNHPE4qo&t=21s MrBeast's MrBeast Burger: https://www.mrbeastburger.com/ The growth of Domino's stock since 2010: https://www.cnbc.com/2020/02/25/dominos-stock-yields-higher-returns-than-google-since-ipos.html Slice's website: https://slicelife.com/ Where to find Turner Newsletter: https://www.thespl.it/ Twitter: https://twitter.com/TurnerNovak Where to find Ilir: LinkedIn: https://www.linkedin.com/in/ilirsela Twitter: https://twitter.com/ilirsela Timestamps [00:03:34]: The enormous and fascinating pizza industry [00:04:30]: Why there are so many independent pizza shops [00:07:33]: Illir's deep family history with pizza [00:10:43]: What Slice provides independent pizzerias [00:14:21]: The origins of Slice (mypizza.com) [00:16:55]: Building "Nerd Force" before Slice [00:18:22]: How franchises like “Nerd Force” work [00:22:15]: Selling his first company: Nerd Force [00:23:46]: Forming the idea for Slice [00:27:19]: The very first customers [00:32:37]: Turning down $18 million to double down on Slice [00:33:41]: Raising money and starting Slice phase 2.0 [00:39:27]: An acquisition offer that was “tough to say no to” [00:41:55]: Slice's focus now and in the near future [00:45:01]: Why there are so many pizza shops [00:46:46]: Hot takes on Cloud Kitchen and Beast Burgers [00:51:55]: Why online customers are worth 4x more than offline ones [00:53:32]: Why some investors doubted Slice [00:57:58]: The underrated value of a good board [01:00:57]: Advice for founders serving small businesses [01:03:29]: Hitting $500m annual revenue with Slice 3.0 [01:04:31]: Other categories Slice could go after [01:06:25]: Rapid fire questions Read the transcript: https://www.thespl.it/p/arming-the-pizza-rebels-ilir-sela Production and distribution by: https://supermix.io For sponsorship inquiries: https://docs.google.com/forms/d/e/1FAIpQLSebvhBlDDfHJyQdQWs8RwpFxWg-UbG0H-VFey05QSHvLxkZPQ/viewform
Miguel Armaza sits down with Adena Hefets, CEO/Co-Founder of Divvy Homes, one of the most innovative PropTech companies in the US that helps renters transition into homeowners with a rent-to-own model. They are backed by great investors, including Andreessen Horowitz, GGV Capital, GIC, Tiger Global, Caffeinated Capital, and Max Levchin.We discuss:What's going on in the US commercial and residential real estate markets? Adena gives a deep dive of the tough state of the market.How Divvy's rent-to-own model is a win-win for consumers, giving them the flexibility to be homeowners without necessarily having a mortgage.Leadership and productivity lessons after six years in the CEO role.Struggles from their early fundraising journey, building company culture… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join 56,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp
Kevin Frechette brought his sales experience to the startup world, and has built a highly successful venture in a massive industry. The startup, FairMarkit, has attracted funding from top-tier investors like Highland Capital Partners, OMERS Growth Equity, GGV Capital, Insight Partners and ServiceNow.
In a collaboration with GGV Capital's "Evolving for the Next Billion" podcast, Joshua Benadiva hosts a fascinating conversation with Hans Tung, widely recognized as one of the best venture investors in the world. Hans is the managing partner of GGV Capital, and has been named to the Forbes Midas List of the world's top venture capital investors for 11 consecutive years. Throughout our conversation, we explore the unique decision-making strategies that have fueled Hans' successful investments. We delve into his distinct perspective on human and technological transformation and discuss how he uses these as data points in his broader investment strategy. Hans Tung is a Managing Partner at GGV Capital, focusing on early-stage investments across the global digital economy ecosystem. He is consistently recognized among the top venture capital investors in the world, having been named to the Forbes Midas list 11 consecutive years from 2013-2023, and has been in the top 10 for the last 5 years. He has also been recognized among the Top 100 Asian Americans by Gold House in 2018-2020. In 2023, Hans and his team launched the Embedded Fintech 50, a list highlighting the rising stars in fintech innovation. Hans oversees the GGV's DE&I initiatives, and he is also the co-host of the popular podcast, “Evolving for the Next Billion” on entrepreneurship around the globe.
Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00). China's ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
In this episode, we speak with Guillermo Rauch, Founder and CEO of Vercel, the frontend cloud that gives developers the frameworks, workflows, and infrastructure to build a faster, more personalized web. Founded in 2015, the company has raised over $300 million dollars and is backed by GGV Capital, Accel, Bedrock Capital, CRV, and other notable investors. Vercel unlocks developer potential and enables users to go from idea to global application in seconds. Vercel enables customers like Under Armour, Nintendo, The Washington Post, and Zapier to build delightful user experiences on the Web. I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to subscribe.
Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00). China's ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
This week, Alex sat down with GGV Capital's Jeff Richards, an investor who has perspective on the last venture boom and the resulting dénouement of that particular saga that we've been covering since the end of 2021. Richards has been an investor since 2008, so he's seen a business cycle or two, which convinced us that he'd be the perfect person to discuss the diverging fates of late-stage startups. Here's what we got into:The idea that all unicorns are in trouble is wrong; some late-stage startups got it right.What this means for some eventual IPOs, and for those that didn't, likely some liquidations as well (some examples here, but the list is longer than that post outlines).We also talked about the existence of unifying characteristics at late-stage startups that are doing well, and how to note early signals that the venture climate is about to molt.As always, Equity will be back on Friday with your weekly news round up, but until then, you can catch us on Twitter @EquityPodFor episode transcripts and more, head to Equity's Simplecast website. Equity drops at 7:00 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders, one that details how our stories come together and more!
When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don't think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like. Guest - Jeff Richards, Managing partner at GGV Capital howardlindzon.com, ggvc.com Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen linkedin.com/in/jeffrichards #fintech #invest #investment #venturecapital #stockmarket #finance Show Notes: Introduction (00:41) Welcome back Jeff (03:42) Investing in growth (04:10) The next bull market (05:41) Impact of higher rates (06:23) Funding landscape (7:01) Potential of generative AI (07:54) App distribution constraints (08:47) Embracing AI (10:46) Contrast now and tech in 99/00 (13:40) AI and physical brands (14:36) Advice of the younger generation (15:52) Growth in golf and pickleball (18:21) Reimaging sports with infused tech (19:53) GGV's focus (20:10) Founder/Startup headwinds (20:59) Measuring VC success (22:09) Looking ahead (24:33) Looking at fintech & proptech (25:21) Impact of higher interest rates (26:30) Travel is booming (27:07) Opportunity in ‘Treasury Management (29:26) Record growth in SMBs (31:05) Seeing a renaissance of innovation (32:31) Hoping for innovation in healthcare (50:31) Wrapping up (52:10) Closing thoughts (53:10)
Today's episode is a live recording of a panel discussion at GGV's 7th annual Evolving Economy conference in NYC last year. It is moderated by Hans, featuring four exceptional operators in the FinTech space: Bradley Riss, Chief Commercial Officer at Checkout.com Huey Lin, Founding COO at Affirm; Venture Partner at GGV Capital Michael Rangel, Founder & CEO at Novo Rares Crisan, VP of Technology at GGV Capital
Today's episode is a live recording of a panel discussion at GGV's 7th annual Evolving Economy conference in NYC last year. It is moderated by Hans, featuring four exceptional operators in the FinTech space: Bradley Riss, Chief Commercial Officer at Checkout.com Huey Lin, Founding COO at Affirm; Venture Partner at GGV Capital Michael Rangel, Founder & CEO at Novo Rares Crisan, VP of Technology at GGV Capital
The SMBTech economy is very different from enterprise software, and there is massive opportunity to capture it. There are over 400M small businesses worldwide. That's more than 90% of companies and 40-50% of GDP. In this episode, Jeff Richards and Tiffany Luck, Managing Director and Partner at GGVCapital, share what it takes to win as a SMBTech startup in today's economy. Full video with Q&A: https://youtube.com/live/pcgXYRMX2XU Want to join the SaaStr community? We're the
Jim McKelvey has now started close to a dozen different for-profit and nonprofit ventures, including Square. Now he's tackling the problems we face on the internet every day, with the backing of Peter Theil as an investor. His venture has also attracted funding from other financiers like GGV Capital, Morgan Stanley, Vanguard Group, and Omega Venture Partners.
D-Bo (Deirdre Bosa) of CNBC's TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode. Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed paying Twitter's Amazon cloud bill, sparking ad threat (15:00). Tesla's Investor Day may have been disappointing… but is there still a U.S. competitor within spitting distance (20:00)? After the break, we ask the question many have been asking… is Tether broken (29:00)? Odd Lots Podcast: https://podcasts.apple.com/us/podcast/coinbase-ceo-brian-armstrong-on-the-two-big/id1056200096?i=1000602924625 View our show notes and transcript here Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
D-Bo (Deirdre Bosa) of CNBC's TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode. Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the wrong direction (10:00). Elon Musk has delayed paying Twitter's Amazon cloud bill, sparking ad threat (15:00). Tesla's Investor Day may have been disappointing… but is there still a U.S. competitor within spitting distance (20:00)? After the break, we ask the question many have been asking… is Tether broken (29:00)? Odd Lots Podcast: https://podcasts.apple.com/us/podcast/coinbase-ceo-brian-armstrong-on-the-two-big/id1056200096?i=1000602924625 View our show notes and transcript here Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Co-hosts Yolanda Fintschenko (Startup Tri-Valley) and Lynn Naylor (Innovation Tri-Valley Leadership Group) finish up the Startup Tri-Valley #GameChangers2022 podcast series with a conversation with Mike Fitzsimmons, CEO and co-founder of Crosschq, the company who has pioneered Human Intelligence Hiring™, the next essential software category for building great companies and optimizing quality of hire. Crosschq is backed by GGV, Bessemer, Tiger Global, Rocketship, SAP, Okta and Salesforce / Slack on its mission to change hiring forever. Read their latest report on hiring here .In addition to his role as CEO of Crosschq, Mike serves as a partner at sports tech venture fund, Intersect Ventures. Mike has founded and led several companies, including Connekt, Inc. and Delivery Agent. Mike is an industry thought leader who has been featured on CNBC, CNN, and Bloomberg as well as in publications NY Times, WSJ, and Forbes. Over his career, he has completed commercial deals with partners including Comcast, CBS, Fox, Disney, HBO, Sony, Amazon, LG, PayPal among others and has successfully raised over $200M in capital from financial and strategic investors including Bessemer Ventures, GGV Capital, Intel Capital, Liberty Media, Samsung, Dentsu, Deutsche Telekom, SAP and Slack among others. Awards include Inc. 500 Fastest-Growing Media Company, Ernst & Young Entrepreneur of the Year Finalist, and Deloitte & Touche Fast 50 Silicon Valley.
Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.This is our Wednesday show, where we niche down to a single person, think about their work and unpack the rest. This week, Mary Ann interviewed Hans Tung, prolific investor and managing partner of GGV, a venture firm with more than $9 billion in assets under management.The pair had a great conversation on:How Hans is advising portfolio companies to weather this downturn What he's looking for in new investmentsHow startups can stay relevant no matter the economic environmentWhat he'd be if he weren't a VC (hint: Mark Cuban follows a similar playbook)His new initiative around embedded fintechWith two decades of experience in investing in companies such as Affirm and Airbnb, Hans has been through more than one cycle and his calm, steady approach to handling challenging macro environments comes through. We had lots of fun learning more about what Hans thinks about investing and what he views as the best advice he's ever received; I hope you will, too! As always, the full crew will be back on Friday, but keep up with Equity in the meantime @EquityPod on Twitter.Equity drops at 10:00 a.m. PT every Monday and at 7:00 a.m. PT on Wednesdays and Fridays, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders, one that details how our stories come together and more!
“It's consumption media, not social media. A lot of people are struggling with this, and a lot more are going to. And I would like to be part of the solution.” James Veraldi is the CEO & Co-founder of Loop.co — a company focused on Improving the world's social and mental health. So many of us - including the people we love and work with - have had experience with mental health - and solving these challenges aligns with "touching lives, improving life." As an accomplished entrepreneur, James' work embodies the very purpose, values, and principle driven approach to work so many of us P&G'ers hold true. Mental and social health is especially a challenge for the younger millennial and Gen Z workforce today - which has a potentially massive impact on performance, productivity, and overall engagement and retention. If you're a manager of people - an exec or HR stakeholder - you can learn more and sign up for a free 30-day trial for you and some of your colleagues — just visit Loop.co/work. James began this recent chapter while serving as an Entrepreneur-In-Residence at GGV Capital. Prior to that he led product strategy at TikTok, which he joined in early 2017 — prior to its 2018 acquisition and rebranding from ByteDance. Prior to TikTok, James led content strategy at Snapchat, which followed his work as a founding team member at one of Youtube's earliest partners Fullscreen, which was acquired by Otter Media in 2014. James worked extensively with P&G, Danone and many other top brands when he co-led a small digital content agency called The ZiZo Group — here his team was on the earliest forefront of branded content marketing. James also had early career experiences at Target, Viacom, and Accenture. He spends a lot of his time in the climate & conservation spaces, where he has done a number of angel investments in climate tech — and founded a popular platform and podcast called Animalia where he leads discussions on a number of climate and conservation solutions. James is a dog lover, beekeeper, and even rehabilitates the occasional squirrel or crow. You'll enjoy this candid conversation about a career journey that led to a greater good - building meaningful solutions for the world of social and mental health - and hopefully be inspired on how you can make a difference.
Dan and GGV Capital Managing Partner Jeff Richards discuss when investors' flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella's 2023 outlook (4:00), innovations in artificial intelligence as OpenAI's ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00). —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Dan and GGV Capital Managing Partner Jeff Richards discuss when investors' flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella's 2023 outlook (4:00), innovations in artificial intelligence as OpenAI's ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00). —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron's: Tech's Bill Is Coming Due. Investors Aren't the Only Ones Who Will Pay. —- View our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Who are the tech companies in the Boston tech scene that are going to scale and become the next anchor companies like Rapid7, CarGurus, Amwell, or DraftKings? If I was pulling together a list of companies, I would definitely add Fairmarkit to the short-list. The company is revolutionizing the way organizations buy and sell through automated sourcing. It is a massive market in a sector that has been vastly underserved in terms of leveraging technological advancements like AI. Plus, regardless of economic conditions, procurement teams are always going to be looking for ways to reduce expense and automate business processes. Fairmarket recently announced a $35.6M Series C led by OMERS Growth Equity, with participation from GGV Capital, Insight Partners, Highland Capital Partners, and ServiceNow. In this episode of our podcast, we cover: * Advice on taking that entrepreneurial risk of starting a company. * The beginning of Kevin's professional journey and how sales helped propel his career at tech companies like EMC and Turbonomic. * The full story of Fairmarkit from the very early days of an idea to where it is today. * The benefits of having an executive coach. * And so much more. If you like the show, please remember to subscribe and review us on iTunes, Soundcloud, Spotify, Stitcher, or Google Play.
Dan talks with Jeff Richards, GGV Capital Managing Partner, about Big Tech's ugly third quarter (1:00), Jeff's bullishness on cloud infrastructure (5:00), how startups and small businesses are adapting to rising interest rates (10:30), finding silver linings in the outlook for 2023 (14:10), if Mark Zuckerberg's enormous bet on the metaverse will break Meta (20:00), how much longer the valuation reset for private companies will last (30:00), and why Jeff thinks Elon Musk will turn Twitter into a much better product 12 months from now (33:45). ---- Check out our show notes and transcript here ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
Carolyn Childers' startup venture is on a mission to get more women into senior executive positions and keep them there. She's already found the backing of over $140M to make that happen. Her venture, Chief has raised funding from top-tier investors like General Catalyst, GGV Capital, BoxGroup, and Primary Venture Partners.
Fundraising with a successful VC firm is a huge goal for entrepreneurs, especially in the early stages of the business. But the path to a deal isn't always as straightforward as it may seem. During an enlightening session at SaaStr Europa 2022, Zach Coelius (Managing Partner at Coelius Capital) and Tiffany Luck (Investor at GGV Capital) share the secrets and lesser-known players in the world of venture capital. As Luck says, “There are many players in the VC ecosystem, and so your entry point to fundraising might be with any one of these players.” Full video: https://youtu.be/xKb4ORuFDSc Want to join the SaaStr community? We're the
Dan talks with GGV Capital Managing Director Jeff Richards about the tech scene in San Francisco and the Bay Area (1:10), the rise of “quiet quitting” and workplace demands from younger people (4:50), why Jeff thinks it's still a great time to be a founder (18:18), the current megatrends in tech (21:58), Jeff's bullishness on SaaS companies (24:46), finding the right time and sweet spot for an IPO (29:01), Jeff's approach to investing in public markets (41:02), why many small businesses are showing resilience (46:58), and how the 2022 midterm elections may impact the market's outlook (50:18). ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
How I Raised It - The podcast where we interview startup founders who raised capital.
Produced by Foundersuite (www.foundersuite.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with Demetrius Gray of Captain (https://captainhq.com/) a platform that helps contractors get paid faster so homeowners can rebuild sooner after a disaster. In this episode, Demetrius talks about why he shut down his previous startup instead of pivoting it (and how he explained that to investors), how he used "Tier 3" investors to train up his pitch, how he used "super founders" and VC scouts to get introduced to investors, how to do "YC style" networking (even if you are not in Y Combinator), tips for pitching over Zoom, and more. Captain has raised $4 million in seed capital from NFX, GGV Capital and Red Swan, as well as $100 million in debt financing from CoVenture. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $9 Billion since 2016. Create a free account at www.foundersuite.com.
How I Raised It - The podcast where we interview startup founders who raised capital.
Produced by Foundersuite (www.foundersuite.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with Carolyn Childers and Lindsay Kaplan of Chief.com, a private membership network focused on women executive leaders. In this episode, Carolyn and Lindsay talk us through each round of financings, from Seed to Series A to Series B and they share exactly how they did it and what level of traction they had at each stage. They also provide tips for raising capital, managing a rapidly growing startup, and more. Chief.com has raised $140 million over three rounds: 1) Chief announced its $3 million seed round in October 2018, led by Primary Venture Capital and Flybridge Capital Partners, with participants including Accel, Box Group, Able Partners, XFactor Ventures, Silas Capital, BBG Ventures, and Alexa Von Tobel. 2) In June 2019, Chief raised a $22 million Series A, co-led by General Catalyst and Inspired Capital, with previous investors and GGV Capital participating. Ken Chenault, chairman and a managing director of General Catalyst, and Alexa von Tobel, founder and managing partner of Inspired Capital, joined the board of directors. Chief also announced an additional $15 million extension in June 2020, led by GGV Capital. 3) In March 2022, the company raised $100 million in Series B funding at a $1.1 billion valuation, bringing its total funding to $140 million. The round was led by CapitalG, the independent growth fund of Google parent company Alphabet, and General Partner Laela Sturdy joined the board of directors. Previous investors General Catalyst, GGV Capital, Inspired Capital, Primary Venture Partners, Flybridge Capital Partners, and BoxGroup also participated in the round. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $3 Billion since 2016. Create a free account at www.foundersuite.com.
Dan, Guy and Jeff discuss this year's chaotic March Madness college basketball tournament (2:29), tech stocks' recovery from early 2022 lows (3:58), whether the Fed has the intellectual know-how to tackle inflation (14:46), why Blackstone is Jeff's largest public holding (19:50), and what's driving growing availability of shares in private companies (27:38). Dan and Katie interview Reach Capital partner Jomayra Herra about her unexpected journey to the VC industry (38:04), working with badass women (40:46), why she's diving head first into web3 (47:27), the discovery process for investing (1:01:11), and why web3 will create the next generation of iconic companies (1:04:45). ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page