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Jon Coker has built a reputation for spotting consumer giants early, and this deep dive follows the massive news of Eka Ventures closing their $107M second fund.
In this episode, we discuss the evolution of early-stage investing, the proprietary tech stack powering their deal flow, and why the most valuable consumer users are often found in the "back of the churn curve."
Timestmaps
0:00 – Closing Fund II: Why $107M was the magic number
0:55 – The Sanskrit roots and scientific meaning behind "Eka"
3:04 – Building a proprietary data platform for VC sourcing
7:02 – Case Study: How data flagged the Runna investment
9:43 – Pattern recognition in consumer home runs (MUBI, Gousto, Bloom & Wild)
11:15 – The "Loyal 40" theory: A new way to look at user churn
13:38 – Key characteristics of successful consumer entrepreneurs
18:20 – Future state: Digital meets physical in health and sustainability
21:02 – Defining "Shared Value" in modern venture capital
23:01 – Sustainability in action: HyoAthletics and the performance gap
24:40 – Rapid Fire
By Viraj Acharya5
11 ratings
Jon Coker has built a reputation for spotting consumer giants early, and this deep dive follows the massive news of Eka Ventures closing their $107M second fund.
In this episode, we discuss the evolution of early-stage investing, the proprietary tech stack powering their deal flow, and why the most valuable consumer users are often found in the "back of the churn curve."
Timestmaps
0:00 – Closing Fund II: Why $107M was the magic number
0:55 – The Sanskrit roots and scientific meaning behind "Eka"
3:04 – Building a proprietary data platform for VC sourcing
7:02 – Case Study: How data flagged the Runna investment
9:43 – Pattern recognition in consumer home runs (MUBI, Gousto, Bloom & Wild)
11:15 – The "Loyal 40" theory: A new way to look at user churn
13:38 – Key characteristics of successful consumer entrepreneurs
18:20 – Future state: Digital meets physical in health and sustainability
21:02 – Defining "Shared Value" in modern venture capital
23:01 – Sustainability in action: HyoAthletics and the performance gap
24:40 – Rapid Fire