Fireside with a VC

Episode #28 – Matus Maar, Cofounder & Managing Director of Talis Capital, on Fireside with a VC, investing 33% US, 33% UK, 33% Europe, talking about how Covid is changing our industry, investment themes, the revenue growth of startups and scaleups in the VC market compared to the stock market, fintech and cybersecurity, emerging business models we are investing in, what generation Z is wants and how that is impacting greater society, improving liquidity in the privately held VC asset class, Talis’ model of LPs investing into a new fund each year as opposed to doing capital calls. https://youtu.be/qEPPLMibOdg. Audio only of this discussion on all podcast platforms. 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Episode #27 – Ernst Theodor Sack, Partner at Blue Bear Capital, an early-stage VC in Los Angeles on Fireside with a VC. Talking about investing in high-growth technology companies across the energy, infrastructure, and climate industries as well as the new 2.0 generation of capital-efficient startups tackling humanity's most compelling challenges. How AI and enterprise software are reinventing both renewable and conventional energy systems. Discussing the dynamics of raising a first-time fund and a Fund II for a new VC franchise and building a powerful LP base. Investing in early revenue companies through to Series A and B. Video of this podcast at https://youtu.be/YEB7C32TyNs. 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Talking about how to evaluate an investment opportunity and what drives a VC to invest or pass on a deal, the dynamic of operator turned VC, how to start a VC fund, how to raise LP capital, raising LP capital from small angels and larger LPs, evolving a strategy for portfolio construction to neutralize early stage risk and optimize the impact of the best exits, what percentage of a fund should go into follow ons and pro ratas, policies around pro-rata investing, getting into the details of financings at seed, late stage seed, A and into late stage large rounds and the behavior of larger VCs working with smaller earlier stage VCs. Video at https://youtu.be/sosRs_L07rQ. 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Talking about how Telstra Ventures migrated from an on-balance sheet / full-time employee business unit CVC to an independent 2&20 VC fund controlling its own IC (Investment Committee) and diversifying its LP base to include HarbourVest and other financial LPs. Discussing the evolution of a CVC with the Investment Committee (IC) changing and evolving. Video of this podcast at https://youtu.be/kj2BlCBnJM4. 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Ed leads technology investing at Albion, where they have backed over 200 companies over 22 years, delivering top quartile investment performance. Discussing the personality characteristics in a founder when deciding which entrepreneurs to invest in, leadership and culture eating strategy for breakfast, tech trends exciting Ed now including RegTech or regulatory technologies, and explaining the Venture Capital Trust (VCT) system. Albion is one of the largest 2 VCTs in the UK. Also discussing EIS tax scheme for investors, raising capital from VCs and investing during Covid. https://youtu.be/ID46cvZTzv4 Find audio only on all podcast platforms including Spotify. 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Per is a cofounder of GP.Bullhound, a $400m AUM VC and investment bank with 125 deal makers across 10 offices in Europe, the US and Asia. Discussing investment strategy, getting into category winners, primaries, secondaries, M&A market dynamics, the impact of CIFIUS on Chinese acquisitions of European and American startups, the future of global entrepreneurship, VC and investment banking. My favorite quote of the podcast “What kind of investment manager are you if you haven’t met the management team prior to March?” Full video: https://youtu.be/yaTmYZOeiYI 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Episode #22 – Fabrice Grinda, cofounder of FJ Labs, invested $284m into 571 startups, 193 exits, IRR of 62%, former cofounder of OLX, classified in emerging markets, Zingy, which reached $200m ARR and profitable in 4 years. We talk about startups and raising funding in the US, Europe and around the world. Full video https://youtu.be/eK_rzNhnplU 

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Episode #22 – Hillel Zidel, MD, Kennet Partners closed $250m fund V in July of 2020 on Fireside with a VC. Growth capital for B2B software companies in the US, UK and across Europe. Investing in bootstrapped companies typically with $5m to $15m, but officially looking at $3m to $50m in revenue at the time of investing check size of $10m to $20m. Discussing the logic of venture debt from Hillel's former time at ETV, a venture lending firm, discussing logic of founders taking cash off the table via secondaries, portfolio construction, types of technologies most excited about, software multiples driving valuations, public markets driving M&A of growth venture deals, dynamics of doing venture financings and M&A exit deals over zoom and face to face meetings during covid, board seats, Brexit and life in London. Full video https://youtu.be/mh7k6YpWlow. [email protected]

Episode #21 – Garrett Goldberg, Partner, Bee Partners, active Seed VC in San Francisco talking about investing during Covid, portfolio construction to neutralize risk and maximize venture returns, timelines to complete exits, details of terms for pre-seed and seed rounds, side letter agreements to give preferred rights to investors when investing via convertible notes and SAFEs, how to form a board and be a great board member for early stage startups and how that should evolve over time, what technology sectors are most exciting to Bee Partners right now, seasoned advice for anyone making early stage investments or raising early stage venture capital. Full video file at https://youtu.be/Lh9i4Lch4p8. More videos at https://www.youtube.com/c/AndrewRomansVC.

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.

Episode #20 discussing how In-Q-Tel came into being and how it has evolved to be investing for strategic benefits on behalf of 8 U.S. intelligence agencies and how In-Q-Tel partnerships with startups can add enormous value and revenue opportunities to startups around the world in working with the U.S. government such as Palantir. Discussed other issues such as CIFIUS and FIRMMA. More information on that here: https://nvca.org/cfius-vc-3-takeaways-from-the-final-rules-and-what-investors-must-know/. George is an active board member of the National Venture Capital Association (NVCA). Prior to joining In-Q-Tel 10 years ago, George was an executive at HP, Silicon Valley’s original startup and a career venture capitalist, former manager at Blueprint Ventures, Redleaf Group and El Dorado Ventures. Full video of this episode at https://www.youtube.com/AndrewRomansVC.

Please use this link to invest in our VC fund on Angel List: https://angel.co/lead/sevenbc/lp-network/invite.

Please use this link to join our Syndicate on Angel List: https://angel.co/s/sevenbc/ZZAgQ. 

[email protected]

Subscribe to our YouTube channel Fireside with a VC to hear us talking with the world's top founders and VCs who are changing the world building amazing companies one brick at a time. You can also find us on all major podcast platforms here: https://anchor.fm/FiresideVC.