Perspectives from the next wave of world-class investors and operators
C
Confluence.VC


1
#73 - Building and scaling online communities with David Kobrosky (CEO @ Intros AI)
31:40
31:40
Play later
Play later
Lists
Like
Liked
31:40
Guest: David Kobrosky (@thebrunchguy) Company: Intros AI Role: CEO Background: Intros AI helps automate introductions to help communities build stronger connections. We use their software to help our community make more meaningful relationships, and Confluence premium members can sign up for that service here. Talking points (five-second version): …
C
Confluence.VC


1
#72 - Melissa Widner (CEO @ Lighter Capital) on venture alternatives and revenue-based financing
21:42
21:42
Play later
Play later
Lists
Like
Liked
21:42
Guest summary (10-second version): Guest: Melissa Widner (@melissawidner) Company: Lighter Capital Role: CEO Background: Lighter Capital is a revenue-based financing fund that helps SaaS companies raise capital without giving up ownership. Talking points (five-second version): Revenue-based financing dynamics Ownership preferences of founders How d…
C
Confluence.VC


1
#71 - Zain Jaffer (Zain Ventures) on prepping for a successful exit, non-obvious differences between family offices and traditional funds, and opportunities in the future of real estate
35:56
35:56
Play later
Play later
Lists
Like
Liked
35:56
This week we had on Zain Jaffer (@zainjaffer) from Zain Ventures. Zain is a former operator with multiple exits under his belt, the most notable being Vungle's $780 million acquisition by Blackstone in 2019. Zain now primarily focuses on his family office, Zain Ventures, and he invests primarily in real estate and proptech companies. In this talk, …
C
Confluence.VC


1
#70 - Alexa Grabell (Co-Founder & CEO @ Pocus) on branding as a product-led growth company, creating early demand for your product, and extracting value from investors after they write checks
27:10
27:10
Play later
Play later
Lists
Like
Liked
27:10
This week we had on Alexa Grabell (@alexa_grabell) from Pocus. Pocus is a product-led sales platform that helps GTM teams use data to improve customer acquisition, conversion, and expansion. Alexa is the co-founder & CEO, and she just raised $23mm to fuel their next phase of growth. In this talk, we cover: Branding as a product-led growth company C…
C
Confluence.VC


1
#69 - Nick Moran (General Partner @ New Stack) on building influence within venture, the solo capitalist movement, and why it's worth betting on talent outside of the hubs
37:42
37:42
Play later
Play later
Lists
Like
Liked
37:42
This week we had on Nick Moran (@TheFullRatchet) with New Stack Ventures. New Stack is a Chicago-based funds that invests in outsiders. They aim to back pre-seed and seed founders working on problems within software, fintech, protech, healthcare, supply chain, and e-commerce. Nick is the managing partner of the fund, and he is also the founder and …
C
Confluence.VC


1
#68 - Kirby Porter (Founder @ New Game Labs) on athletes and web3
41:55
41:55
Play later
Play later
Lists
Like
Liked
41:55
This week we had on Kirby Porter (@KirbyPorter_) with New Game Labs. Kirby started her career in venture, and switched over the operating side recently to launch New Game Labs to help athletes learn, connect, and create in web3. In this talk, we cover: Figuring out your "why" NIL deals and their impact on college athletics Layering on community to …
C
Confluence.VC


1
#67 - Corey Walters (CEO & Here) on educating before selling, the process of fractionalizing hard assets, and solving bottlenecks as you scale
54:36
54:36
Play later
Play later
Lists
Like
Liked
54:36
This week we had on Corey Walters with Here. Here let's anybody invest into vacation rentals like stocks. They handle all the administrative work; investors earn passive income. We love this company, and we're currently syndicating a small allocation into their upcoming round (to view our memo and participate, you'll have to back us syndicate first…
C
Confluence.VC


1
#66 - Jared Fuller (Partnerships @ BuiltFirst) on using ecosystems to your advantage, modern partnerships 101, and how to make sure that your portfolio CEOs are making the right hires
39:22
39:22
Play later
Play later
Lists
Like
Liked
39:22
This week we had on Jared Fuller (@fullerfreedom) with BuiltFirst. BuiltFirst helps communities spin up vendor marketplaces to help community members make better software decisions. We're one of the 200+ communities they have onboarded (we use them for our perk board), and they have already created $30mm in software savings. Jared runs partnerships…
C
Confluence.VC


1
#65 - Nik Talreja (Co-Founder & CEO @ Sydecar) on why more junior investors are using SPVs to build their track record, the benefits of not building in public, and attracting top talent
31:02
31:02
Play later
Play later
Lists
Like
Liked
31:02
This week we had on Nik Talreja (@niktalreja) from Sydecar. Sydecar is a frictionless deal execution platform for venture investors. Their platform handles back-office operations, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. In this talk, we cover: Why more junior i…
C
Confluence.VC


1
#64 - Fed (Founder @ Hive Index) on things that great online communities do well, why community-focused businesses are here to stay, and the rise of the solopreneur
48:41
48:41
Play later
Play later
Lists
Like
Liked
48:41
This week we had on Fed (@foliofed) with Hive Index. Hive Index is an aggregation tool that let's anybody find the right online communities to join. Fed is a nomad, a bootstrapped founder, and he also runs another software company when he's not busy with Hive Index. In this talk, we cover: Things that great communities do well Community-focused bus…
C
Confluence.VC


1
#63 - Dustin McCaffree (Founder @ Marvel) on winning at SEO, why every company is becoming a media company, and overcoming bottlenecks
35:11
35:11
Play later
Play later
Lists
Like
Liked
35:11
This week we had on Dustin McCaffree (@terribledustin) with Marvel. Marvel helps businesses outsource their content creation, and it specializes in blogs and other forms of written content. We use them for a lot of our content, and we would recommend them to anybody reading this. In this talk, we cover: Winning the SEO game Why every company is bec…
C
Confluence.VC


1
#62 - Tyler Denk (CEO @ beehiiv) on creating tribalism, processes to ship faster, and why free is not always better
29:52
29:52
Play later
Play later
Lists
Like
Liked
29:52
This week we had on Tyler Denk (@denk_tweets) of beehiiv. Beehiiv is an all-in-one newsletter solution that helps writers create better content is keep more of their revenue. In this talk, we cover: Creating an "us vs. them" mentality Processes to ship product faster Why free is not always better
C
Confluence.VC


1
#61 - Michael Quigley (Co-Founder @ SpinCar) on investing with an operator mindset, partnerships and commitment in a world of abundance, and what trends are most exciting within venture
22:35
22:35
Play later
Play later
Lists
Like
Liked
22:35
This week we had on Michael Quigley at SpinCar. SpinCar is an automative merchandising platform for automative dealers, wholesalers, and OEMs. The company has grown to millions in recurring revenue, and Michael acts as the president while also serving as a managing partner at StartFast. In this talk, we cover: Investing with an operator mindset Par…
C
Confluence.VC


1
#60 - Kenny Rose (Founder @ FranShares) on alternative ways to build passive income
55:16
55:16
Play later
Play later
Lists
Like
Liked
55:16
This week we had on Kenny Rose with FranShares. FranShares makes it possible for anybody to build passive income through franchise investing. Their team is planning to open up access soon, and you can sign up for the waitlist for free using this link. In this talk, we cover: The appeal of cash flow compared to speculative bets Creating hype before …
C
Confluence.VC


1
#59 - Jake Barry & Kai Han (Co-Founders @ Pallet) on the past, current, and future state of business recruiting, community-based marketing, and creating value through aggregation
52:07
52:07
Play later
Play later
Lists
Like
Liked
52:07
This week we had on Jake (@jjbarry17) and Kai (@hankai1998) from Pallet. Pallet is building hiring infrastructure for communities and creators. We use it for our job board, we love the product, and we wanted to bring on their team to show them some love for helping us add value to this community. In this talk, we cover: The past, current, and futur…
C
Confluence.VC


1
#58 - Amir Kabir (Partner @ AV8) on the hierarchy of VC priorities, finding product-market fit as an insurtech business, and looking for honesty when evaluating founding teams
47:44
47:44
Play later
Play later
Lists
Like
Liked
47:44
This week we had on Amir Kabir (@AmirKabir99) at AV8. AV8 is an early-stage fund that focuses on healthcare, enterprise, financial services and deep-tech. Within his role, Amir primarily covers fintech and insurtech. In this talk, we cover: The four things that matter as a VC Finding product-market fit as an insurtech business Looking for honesty w…
C
Confluence.VC


1
#57 - Kristofer Martin (Principal @ Will Ventures) on successful traits of athletes-turned-founders, applying skills from different backgrounds, and sectors and opportunities within consumer tech
35:07
35:07
Play later
Play later
Lists
Like
Liked
35:07
This week we had on Kristofer Martin (@K_Swizzy20) from Will Ventures. Will is an early-stage fund that invests in consumer, health, and media companies. Their entire team is former college athletes, and they look to back founders with the same type of background. In this talk, we discuss: successful traits of athletes-turned-founders applying skil…
C
Confluence.VC


1
#56 - Phil Nadel (Managing Director @ Forefront Venture Partners) on building distribution advantages
33:05
33:05
Play later
Play later
Lists
Like
Liked
33:05
This week we had on Phil Nadel (@NadelPhil) from Forefront Venture Partners. Forefront is one of the largest and most successful syndicates on AngelList. Phil is the host of a popular podcast called The Pitch, and his partner is also an investor on Shark Tank. Their syndicate focuses on backing revenue-generating companies that they have deep convi…
C
Confluence.VC


1
#55 - Kai Cash (Investor @ Primary) on creating leverage as a junior investor
34:43
34:43
Play later
Play later
Lists
Like
Liked
34:43
This week we had on Kai Cash (@kuaicash) at Primary Venture Partners. Primary is one of the best seed funds in the world. They focus on backing the best founders in New York, and this approach has resulted in their companies raising follow-on capital nearly 90% of the time. Kai is on the investment team, and he spends his time focusing on climate a…
C
Confluence.VC


1
#54 - Helene Servillon (JourneyOne Ventures) on problems that alcohol, pharma, and CPG don’t address, what makes a cannabis business investible, and obstacles and tailwinds for the cannabis industry
44:05
44:05
Play later
Play later
Lists
Like
Liked
44:05
This week we had on Helene Servillon (@HServillon) from JourneyOne Ventures. JourneyOne is a first-time fund focusing on backing cannabis companies poised for high-velocity growth. Helene is the founding partner of the fund, and she does everything within her role. In this talk, we discuss: Problems that alcohol, pharma, and CPG don’t address What …
C
Confluence.VC


1
#53 - Justine Humenansky (Strategy @ RabbitHole) on ownership-based networks, onboarding late adopters, and staying compliant as a Web3 project
42:17
42:17
Play later
Play later
Lists
Like
Liked
42:17
This week we had on Justine Humenansky (@j_humenansky) with RabbitHole. Justine has worked as an investor at Dorm Room Fund, First Round Capital, Playground Global, and she recently switched over to RabbitHole to help the next era of people gain skills for participating in the new digital economy. In this talk, we discuss: Networks based on ownersh…
C
Confluence.VC


1
#52 - Abigail Tisch (Investor at RRE) on learning to operate within venture, problems that can't be solved with money, and tailwinds and opportunities within mobility tech
33:27
33:27
Play later
Play later
Lists
Like
Liked
33:27
This week we had on Abigail Tisch at RRE Ventures. RRE is one of the top funds in the world investing in early-stage, category-defining startups across all sectors and across the country. Abigail works on their investment team, and she focuses on opportunities within mobility, climate, supply chain, and women’s health. In this talk, we discuss: Lea…
C
Confluence.VC


1
#51 - Victor Pascucci (Managing Partner @ Energy Capital Ventures) on aging utilities infrastructure, powering the clean energy revolution, and applying mental models across industries
36:32
36:32
Play later
Play later
Lists
Like
Liked
36:32
This week we had on Victor Pascucci (@victorpascucci3) at Energy Capital Ventures. ECV is a first-time fund focusing on the ESG imperatives and the transformation of the natural gas industry. As a firm, they leverage strong relationships with strategic limited partners in the utilities industry to provide a competitive advantage to their portfolio …
C
Confluence.VC


1
#50 - Andrew Gadecki (CEO @ MicroAcquire) on flaws with the M&A process, the media painting the wrong picture of entrepreneurship, and replacing gatekeepers
43:52
43:52
Play later
Play later
Lists
Like
Liked
43:52
This week we had on Andrew Gazdecki (@agazdecki) at MicroAcquire. MicroAcquire has become the marketplace for startup M&A, and since launching a year ago, it has already helped facilitate 500+ exits. Andrew has built up a brand as one of the most-liked people within tech, and we had a ton of fun picking his brain on a number of different topics. In…
C
Confluence.VC


1
#49 - Nicole (Williams) Ruiz (Investor @ Compound) on narrative-driven investing, ingredients of great narratives, opportunities within deep tech, and the future of digital education
42:29
42:29
Play later
Play later
Lists
Like
Liked
42:29
This week we had on Nicole (Williams) Ruiz (@nwilliams030) at Compound. Compound is a thesis-driven seed stage venture firm investing in bleeding edge technology on the brink of commercialization. Within her role, Nicole focuses on finding and supporting frontier tech companies at the seed. In this talk, we discuss: Narrative-driven investing Ingre…
C
Confluence.VC


1
#48 - Hanel Baveja (Investment Team @ Union Square Ventures) on thesis-driven sourcing, sharing thoughts online to create magnets for deal flow, and opportunities within fintech and digital wellness
33:58
33:58
Play later
Play later
Lists
Like
Liked
33:58
This week we had on Hanel Baveja (@HanelBaveja) at Union Square Ventures. USV is one of the best venture capital funds in the world, and since 2003, they have invested in over 100 companies that use the power of the internet to re-shape markets. Within her role, Hanel focuses primarily on opportunities within fintech and digital wellness, and she a…
C
Confluence.VC


1
#47 - Justin Smith (GP @ Recharge Ventures) on starting a fund from scratch, consumer tech in emerging markets, and investing in consumer brands in today's world
38:37
38:37
Play later
Play later
Lists
Like
Liked
38:37
This week we had on Justin Smith at Recharge Ventures. Recharge is a first-time fund that is betting on consumer technology within emerging markets. Justin is a friend of ours, an advisor to our syndicate, and he’s one of the smartest and most genuine guys we’ve met since starting Confluence. In this talk, we discuss: Starting a fund from scratch T…
C
Confluence.VC


1
#46 - Mel Strong (Founding Partner @ NEXT Ventures) on transitioning from a major corporate into VC, identifying DNA traits of good founders, and sub-verticals to monitor within sports tech
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31
This week we had on Mel Strong (@girlstrong) at NEXT Ventures. NEXT is a first-time fund designed to invest in sports, fitness, nutrition, and wellness. Mel is one of three managing partners at NEXT, and before joining the team, she spent the bulk of her career building and designing products at Nike. In this talk, we discuss: Transitioning from a …
C
Confluence.VC


1
#45 - Lolita Taub (GP @ The Community Fund) on productizing yourself, non-obvious benefits to building an audience across platforms, and thoughts on the the current and future state of community
44:02
44:02
Play later
Play later
Lists
Like
Liked
44:02
This week we had on Lolita Taub (@lolitataub) at The Community Fund. Lolita is a force of nature, and she is universally loved by everyone in the startup world. In her role at The Community Fund, she focuses on backing community-led businesses that create outsized returns. In this talk, we discuss: Productizing yourself and streamlining requests th…
C
Confluence.VC


1
#44 - Vinay Iyengar (VC @ Two Sigma Ventures) on why now is the golden age to start a business, implications of software becoming commoditized, and demystifying job searches
30:23
30:23
Play later
Play later
Lists
Like
Liked
30:23
This week we had on Vinay Iyengar (@VinIyengar) of Two Sigma Ventures. Two Sigma is a multi-strategy fund that invests from seed to Series B across a number of industries. Vinay helps lead up the San Francisco office, and he focuses on early-stage investments in enterprise software, machine learning, marketplaces, and infrastructure. In this talk, …
C
Confluence.VC


1
#43 - Aashay Sanghvi (Investor @ Haystack) on navigating the venture hype cycle, the business and game of being a VC, and breaking down what is attractive about dev tools
39:53
39:53
Play later
Play later
Lists
Like
Liked
39:53
This week we had on Aashay Sanghvi (@aashaysanghvi_) of Haystack. Haystack is an early-stage fund that backs outlier founders at the earliest stages. Some of their portfolio companies include DoorDash, Instacart, Figma, Carta, and OpenDoor to name a few. Aashay is one of the three members of the team, and he focuses primarily on dev tools, fintech,…
C
Confluence.VC


1
#42 - Ali Jamal (Founder Partner @ First Check Ventures) on developing a product mindset, how syndicate leads can offer more value than traditional funds, and thoughts on the influx of syndicate leads
22:07
22:07
Play later
Play later
Lists
Like
Liked
22:07
This week we had on Ali Jamal (@MrAliJamal) of First Check Ventures. First Check is one of the largest and most active syndicates on AngelList, and Ali is the founder and sole member of the team. Since launching in July of 2020, the group has already invested in 25+ companies from around the world. In this talk, we discuss: Developing a product min…
C
Confluence.VC


1
#41 - David Teten (Founding Partner @ Versatile VC) on opportunities within the VC tech stack, signaling risks when selling a luxury asset, and thoughts on why VC is usually the wrong option
39:26
39:26
Play later
Play later
Lists
Like
Liked
39:26
This week we had on David Teten (@dteten, teten.com) of Versatile VC. Versatile is a different type of VC that focuses on capital-efficient startups. Of the Inc. 5000 companies, only 6.5% raised money from VCs and 7.7% raised from angels. Versatile is VC for the other 93%. Versatile provides free an exclusive database tracking providers of free mon…
C
Confluence.VC


1
#40 - Yohei Nakajima (General Partner @ Untapped Capital) on problems with relying on referrals, betting on businesses making real impact, and the expansion of opportunity as no-code eats software
35:07
35:07
Play later
Play later
Lists
Like
Liked
35:07
This week we had on Yohei Nakajima (@yoheinakajima) of Untapped Capital. Untapped is an early-stage fund that bets on overlooked founders. Yohei has built up a massive network through previous experiences at Disney, Techstars, and Scrum Ventures, and part of Untapped’s strategy involves leveraging that network to help his portfolio companies succee…
C
Confluence.VC


1
#39 - Ariana Thacker (Founding Partner @ Conscience VC) on hacking a first-time fundraise, red flags for founding teams, and the future of consumer + science
35:54
35:54
Play later
Play later
Lists
Like
Liked
35:54
This week we had on Ariana Thacker of Conscience VC. Conscience is an early-stage fund investing at the intersection of consumer and science. The fund backs pre-seed and seed companies within this thesis, and it tries to be the first check written when it has the chance. Ariana is the founding partner of the fund, and she wears many hats in her rol…
C
Confluence.VC


1
#38 - John Smothers (Ambassador Program Lead @ Acrew Capital) on building businesses on top of online communities, problems with pattern matching, and venture becoming a hospitality business
40:32
40:32
Play later
Play later
Lists
Like
Liked
40:32
This week we had on John Smothers (@smothers_john) from Acrew Capital. Acrew is a multi-strategy fund focused on modernizing security and infrastructure, rebuilding financial services, reimagining the future of work, better connecting datasets, and activated communities. Within his role, John focuses on sourcing pre-seed companies that match the fu…
C
Confluence.VC


1
#37 - Tali Vogelstein (Founding Investor @ Avid Ventures) on earning the right to follow on investments, building an LP base that is a source of value, and Israel becoming an innovation hub
42:07
42:07
Play later
Play later
Lists
Like
Liked
42:07
This week we had on Tali Vogelstein (@talivog) from Avid Ventures. Avid just closed on one of the largest first-time funds ever raised, and the firm is looking to win allocation into the best deals by taking a more collaborative approach. Within her role, Tali focuses on investing across consumer internet, fintech, and software businesses across th…
C
Confluence.VC


1
#36 - Mikal Khoso (Investor @ Wavemaker) on the reversal of startup idea generation between established and emerging markets, super app wars, and the logic behind bundling services
39:40
39:40
Play later
Play later
Lists
Like
Liked
39:40
This week we had on Mikal Khoso (@mikalkhoso) from Wavemaker Partners. Wavemaker is a multi-strategy fund based in LA and Singapore that invests globally across enterprise, consumer, and digital media opportunities. Within his role, Mikal focuses on emerging markets, and he documents a lot of his findings through writing at Emergent. In this talk, …
C
Confluence.VC


1
#35 - Josh Schlisserman (Founding Partner @ Behind Genius Ventures) on the rise of operator-led rounds, hacking around getting into competitive seed rounds, and maximizing shots on goal
47:30
47:30
Play later
Play later
Lists
Like
Liked
47:30
This week we had on Josh Schlisserman (@jslishi) of Behind Genius Ventures. Behind Genius is generalist fund that focuses on product-led growth companies. Josh is the founding partner of the fund, and he handles LPs and fundraising along with sourcing, evaluating, and supporting the companies they work with. In this talk, we discuss: the rise of op…
C
Confluence.VC


1
#34 - Halle Kaplan-Allen (Venture Operations @ AngelList) on leveraging software and building scalable systems, why funds cannot afford to overlook internal operations, building an authentic brand
48:40
48:40
Play later
Play later
Lists
Like
Liked
48:40
This week we had on Halle Kaplan-Allen (@____hka) of AngelList. AngelList is the OG platform for startups, angel investors, and job-seekers looking to work in tech. Halle has built a unique skillset as an operator, no-code wizard, and Twitter personality, and we wanted to have her on to pick her brain on a wide range of topics. In this talk, we dis…
C
Confluence.VC


1
#33 - (Katie Shea (Managing Partner @ Divergent Capital) on establishing track record to pitch LPs, building scalable systems of support, and underwriting technical and and business model risks
44:49
44:49
Play later
Play later
Lists
Like
Liked
44:49
This week we had on Katie Shea (@katiesheasays) of Divergent Capital. Divergent is a generalist fund that prefers to invest at the pre-seed. Katie is one of the founding partners of the fund, and within her role, she uses her previous experiences within marketing to help her portfolio commercialize and scale. In this talk, we discuss: Emerging mana…
C
Confluence.VC


1
#32 - Zibo Gao (Founding Partner @ Intonation Ventures) on challenges for junior VCs and emerging fund managers, investing in products that provide an emotion, and thoughts on building hype
40:33
40:33
Play later
Play later
Lists
Like
Liked
40:33
This week we had on Zibo Gao (@gao_zibo) at Intonation Ventures. Intonation Ventures is an early-stage consumer fund based in NYC and Beijing that invests in products that bring people joy. Zibo is the founding partner of the fund, and within his role, he focuses on companies within gaming, sports, and wellness. In this talk, we discuss: Challenges…
C
Confluence.VC


1
#31 - Ronnie Martinez (Investor @ CEAS) on parallels between athletics and venture investing, sustainability of Florida as a tech hub, and differences between family offices and traditional VC
38:30
38:30
Play later
Play later
Lists
Like
Liked
38:30
This week we had on Ronnie Martinez at CEAS Investments. CEAS is a single family office that invests aggressively across stages. The fund focuses primarily on B2B SaaS, established marketplaces, logistics, and robotics, and within her role, Ronnie spends her time sourcing, evaluating, and supporting companies within these categories. In this talk, …
C
Confluence.VC


1
#30 - Ryan Bloomer & Adriel Bercow (Managing Partner & Partner @ K50 Ventures) on the future of remote education, betting on the Latin America startup scene, and investing with a mission-driven thesis
1:10:08
1:10:08
Play later
Play later
Lists
Like
Liked
1:10:08
This week we had on Ryan Bloomer (@rblooms) and Adriel Bercow (@AdrielBercow) of K50 Ventures. K50 is a global venture firm that invests early in mission-driven founders transforming the world’s biggest industries. Within their roles, Ryan and Adriel are in charge of finding and supporting founders challenging the status quo in essential categories…
C
Confluence.VC


1
#29 - Rachel Lauren (Investor @ BDMI) on missed opportunity areas within consumer fintech, the future of retail, and the legitimacy of NFTs
49:57
49:57
Play later
Play later
Lists
Like
Liked
49:57
This week we had on Rachel Lauren (@RachelnotLauren) of BDMI. BDMI is an early-stage fund that makes investments into innovative companies in the tech and media landscape. Although the fund specializes in digital media, Rachel focuses most of her time helping the fund diversify its focus to more enterprise software and fintech deals. In this talk, …
C
Confluence.VC


1
#28 - Nandu Anilal (Investor @ Canaan Partners) on the process of learning as a VC, the rise of data-driven companies, preempting rounds, escaping the competitive fundraising process
36:20
36:20
Play later
Play later
Lists
Like
Liked
36:20
This week we had on Nandu Anilal ( @nanduanilal) of Canaan Partners. Canaan is an early-stage fund that has a portfolio that speaks for itself. Within his role, Nandu focuses on enterprise technology companies, and in his free time, he shares a lot of his lessons and learnings through writing. In this talk, we discuss: The process of learning as a …
C
Confluence.VC


1
#27 - Ankit Sud (Principal @ NewView Capital) on rowing slow, scaling culture, venture funds de-commoditizing themselves, and thoughts on the current state of valuations
41:29
41:29
Play later
Play later
Lists
Like
Liked
41:29
This week we had on Ankit Sud (@asud) of NewView Capital. NewView is one of the top-performing multi-strategy funds in the world with stakes in Segment, Plaid, Hims, Duolingo, and many others. Within his role Ankit focuses primarily on evaluating and supporting growth-stage fintech and enterprise software companies. In this talk, we discuss: Growin…
C
Confluence.VC


1
#26 - Sakib Jamal (Investor @ Crossbeam) on the shifting balance of power away from platforms, the lack of capital powering the creator economy, and building optionality through side hustles
40:27
40:27
Play later
Play later
Lists
Like
Liked
40:27
This week we had on Sakib Jamal (@skbjml) of Crossbeam. Crossbeam is an early-stage fund that invests in new internet economies, financial services, and novel asset classes. Sakib does a little bit of everything for Crossbeam, and outside of work he somehow finds time to operate The Capsule, which shares South Asian news, professional development c…
C
Confluence.VC


1
#25 - Paraj Mathur (Investor @ Panoramic Ventures) on optimizing number of at bats, avoiding competition in finding deals, and the secondary impact of increased entrepreneurship
46:00
46:00
Play later
Play later
Lists
Like
Liked
46:00
This week we had on Paraj Mathur (@itsparaj) with Panoramic Ventures. Panoramic recently debuted with a mission to fund companies in the Southeast, Midwest, and other regions across the country where opportunities are often overlooked. In his role, Paraj focuses on sourcing and evaluating Pre-Seed, Seed, and Series A deals, and he also shares his t…
C
Confluence.VC


1
#24 - Greg Stofman (Struck Capital) on VCs competing as service providers, hiring in-house talent to support portfolio companies, and opportunity areas within climate tech and the future of work
56:04
56:04
Play later
Play later
Lists
Like
Liked
56:04
This week we had on Greg Stofman with Struck Capital. Struck is an industry-agnostic seed fund based in Santa Monica that aims to partner with founders tackling the world’s largest problems. Greg was the first full-time investment team member at Struck, and he has now been with the firm for over three years. In this talk, we discuss: Moonlighting t…