Episodes

  • Liz Christo, Partner @ Stage 2 Capital

    Liz Christo, Partner @ Stage 2 Capital
    Oct 22 2024
    In this episode, Jack Richardson and Richard Armstrong chat with Liz Christo about her career journey to Stage 2 Capital. Liz shares insights on sales team building and upsell strategies from her time at NetSuite, highlighting her shift from sales to venture capital. They discuss creating sales playbooks, hiring strategies, and compare product-led growth with enterprise sales. The conversation also covers compensation, retention, and prospecting, along with the synergy between sales, marketing, and customer success. Liz offers insights into forecasting for investors and ends with a quick-fire round on contrarian beliefs in venture capital.
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    43 mins
  • Will Bennett & Sivesh Sukumar, Investors @ Balderton, Seedcamp

    Will Bennett & Sivesh Sukumar, Investors @ Balderton, Seedcamp
    Oct 8 2024
    In this episode, Jack Richardson and Richard Armstrong join Will Bennett and Sivesh Sukumar to explore AI's role in startups. They discuss their venture capital experiences at Seedcamp and Balderton, comparing AI dynamics in startups versus large companies, and cloud versus on-prem storage. The conversation covers how startups are outperforming incumbents, future AI trends, and regulatory challenges. They also address AI development hurdles, enterprise education, talent dynamics, public misconceptions, employment impacts, AI verticals, and hype cycles. The episode wraps up with advice on entering venture capital.
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    39 mins
  • Harrison Rose, Co-founder @ Paddle, Goodfit

    Harrison Rose, Co-founder @ Paddle, Goodfit
    Sep 24 2024
    In this episode, Jack Richardson and Harrison Rose delve into the founding story of Paddle, discussing the motivation and challenges faced, including the impact of A-level results. They explore Paddle's initial business model, strategic pivots, and the evolution of its sales strategy. The conversation highlights the importance of refining the Ideal Customer Profile and balancing sales-led with product-led growth strategies. The episode also examines the evolution of SaaS pricing models, challenges in rapid scaling, and co-founder dynamics. Harrison shares his personal growth journey, transition from Paddle, and motivation behind joining Goodfair. The episode wraps up with career advice and contrarian beliefs in tech.
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    45 mins
  • James Peyer, Founder @ Cambrian

    James Peyer, Founder @ Cambrian
    Sep 10 2024
    In this episode, Jack Richardson and Richard Armstrong engage with James Pyre to explore the biotech landscape, delving into his background and the founding of Cambrian. The discussion highlights Cambrian's mission to tackle aging biology and compares biotech to tech investment landscapes. James shares insights into Cambrian's early funding, metabolism research, and drug development efforts. The conversation navigates the complexities of the regulatory environment and data management, emphasizing strategies to accelerate drug development and the future of longevity drugs. The episode wraps up with a quick-fire round of questions with James Pyre, followed by closing remarks.
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    38 mins
  • Chris Tottman, Founding Partner @ Notion Capital

    Chris Tottman, Founding Partner @ Notion Capital
    Aug 27 2024
    In this episode, Jack Richardson sits down with Chris Tottman to explore his remarkable journey from entrepreneur to investor. They discuss the founding and growth of MessageLabs, its market leadership, and the impact of the 2008 financial crisis on the company. Chris shares insights into founding Notion Capital and its investment strategy, emphasizing the importance of assessing founder resilience and experience. The conversation delves into finding the right balance in founder traits and lessons learned from 15 years in venture capital. Chris reflects on influential board members and shares his personal inspirations. The episode wraps up with a quick-fire round and social media connections.
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    41 mins
  • Markus Fuhrmann, Founder @ DeliveryHero, Cavalry Ventures, Bitkraft Ventures & Gropyus

    Markus Fuhrmann, Founder @ DeliveryHero, Cavalry Ventures, Bitkraft Ventures & Gropyus
    Aug 13 2024
    In this episode, Jack Richardson and Marcus Feumann explore Marcus's entrepreneurial journey, starting with his early ventures and the founding of Delivery Hero. They discuss the scaling challenges faced in food delivery and insights into the industry's evolution. Marcus shares experiences from the hardest fundraising rounds and his views on the future of quick commerce. The conversation transitions to his venture capital career and his involvement with Graphios, a company focused on scalable, sustainable housing and construction technology. They delve into market opportunities in the construction housing industry and compare leadership dynamics at Graphios versus Delivery Hero. The episode wraps up with quick-fire lessons and tech opportunities.
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    45 mins
  • S2E7: Dan Chaplin, Partner @ Dawn Capital

    S2E7: Dan Chaplin, Partner @ Dawn Capital
    Jan 30 2024
    In this episode, Richard Armstrong, Jack Richardson, and Dan Chaplin explore Dan's journey to becoming a partner at Dawn Capital. They discuss Dawn's investment structure and the evolving fintech landscape, highlighting key investment criteria, capital costs, and valuable sectors. The conversation delves into the distinctions between tech and financial services, examining margin profiles, unit economics, and capital efficiency. They discuss profitability expectations and market fragmentation in Europe, along with AI investment trends in fintech. Dan shares insights on board composition, predictions for 2024, and essential characteristics for founders. The episode concludes with valuable advice for founders raising capital.
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    39 mins
  • S2E6: Ertan Can, Founder @ Multiple Capital

    S2E6: Ertan Can, Founder @ Multiple Capital
    Jan 23 2024
    In this episode, Jack Richardson and Ertan Can delve into the world of Fund of Funds and Micro VCs in Europe. They discuss the benefits, qualities of investable managers, and structuring pre-seed funds. The conversation covers follow-on strategies, re-upping criteria, and compares emerging and established GPs and LPs. They explore the future of micro funds, regulatory impacts, and LP asset class diversification. The role of late-stage funds in early-stage investment and larger funds as LPs in seed funds are also examined. Ertan shares advice for first-time managers and his vision for the venture capital industry's future.
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    39 mins