Value Hive Podcast

Logan Bartlett: The State of Software Venture Investing


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Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Capital and specifically Software Venture Capital. We discussed Logan’s venture capital journey, the differences between public markets and the private market, what is currently happening in the Software landscape, he shared from a venture capitalist point of view on how to construct a portfolio, deciding when to buy, and how to research a company.

  • [0:00] Introduction: Logans Investment Journey from Battery Ventures to Redpoint Ventures
  • [5:40] What made Battery Ventures so good?
  • [9:00] Public Markets vs Private Markets
  • [14:30] What is happening in the Software Landscape? (Exuberance)
  • [22:00] Portfolio Construction in a Venture Fund
  • [35:00] Luck vs Skill
  • [41:00] Knowing too Much can be a Detriment
  • [51:00] Braze $BRZE
  • [1:00:00] When to buy?
  • [1:06:00] Logan’s Research Process
  • [1:15:00] Valuation Matters?
  • [1:22:00] Investment Funds need a media arm?
  • [01:37:40] More from Logan and closing questions
  • If you like what you heard, please follow Logan on Twitter @loganbartlett. Also check out what he's doing at Redpoint here

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at

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    Value Hive PodcastBy Brandon Beylo

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