Advantaged: An Alloy Partners Podcast

Turning Corporate VC into an Exploration Machine (with TDK Ventures)


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Episode Breakdown

  • Nicolas’ path into TDK and into corporate venturing​
  • Exploration vs exploitation and the “small helicopter” analogy for corporate VC​
  • Why TDK started with a small but meaningful first fund and how that design de‑risked the model​
  • Strategic value as “pre‑financial” and why TDK Ventures positions itself as “purely financial”​
  • The Groq story, high conviction before consensus, and the role of business model innovation​
  • How TDK Ventures recruits for passion, kindness, diversity, and founder empathy​
  • Equal win engagements and the engagement checkerboard connecting 50+ portfolio companies with 65 internal TDK teams​
  • The professionalization of CVC and the “yin and yang” relationship with traditional VC in the next decade​
  • Featured Guests

    • Host: Drew Beechler, VP of Marketing, Alloy Partners, and host of Advantaged
    • Guest: Nicolas Sauvage, Founder and President, TDK Ventures​
    • Referenced in the Show

      • TDK Ventures Investment Scorecard (open source): https://tdk-ventures.com/news/insights/open-source-tdk-ventures-investment-scorecard/
      • TDK Ventures Engagement Checkerboard (open source): https://tdk-ventures.com/news/insights/open-source-mothership-startup-engagements-tracker/
      • Why VCs Should Use Net Promoter Scores with Founders https://hbr.org/2024/09/why-vcs-should-use-net-promoter-scores-with-founders
      • Nicolas' Corporate Venturing Insider podcast: https://cv-insider.com/
      • Starting a New Corporate VC: https://youtu.be/QKhw6XvGs0c?si=9Dyl-WTVv-opvtzL
      • Hiring for Decision Quality at TDK Ventures
      • An Insider Investor View on Groq
      • GCVI Summit​
      • World of Corporate Venturing research report
      • Resources & Related Links

        • Alloy Partners: https://www.alloypartners.com
        • Advantaged Podcast: https://advantaged.alloypartners.com
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          Advantaged: An Alloy Partners PodcastBy Alloy Partners