VENTURES

The $107M Bet on Shared Value:: Jon Coker, Eka Ventures


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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


  • ...more
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    VENTURESBy Viraj Acharya

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