Venture Passport

🎤 🫳 S3E3: James Peyer, PhD, Founder & CEO at Cambrian Bio 🎧 Link to listen in the comments.

🎤 🫳 S3E2: Chris Tottman, Founding Partner at Notion Capital. 🎧 Link to listen in the comments.

🎤 🫳 S3E1: Markus Fuhrmann, Founder @ Delivery Hero, Cavalry Ventures, BITKRAFT Ventures & GROPYUS. 🎧 Link to listen in the comments.

Season 3 returns with a brand new name, brand, co-host (Richard Armstrong) and sponsor (TA Ventures)! The first episode is dropping tomorrow, 8am BST ⏰ and is with no other than Markus Fuhrmann (co-founder of Delivery Hero, Cavalry Ventures, BITKRAFT Ventures and GROPYUS). Stay tuned 🎧 Promotion video below 👇

As season two draws to a close, Jack sits down with Dan Chaplin, Partner at Dawn Capital! Dan focuses on all things fintech leading Dawn's investments in Tink, Copper.co, Cover Genius, Elwood amongst many more. It's a really exciting episode which covers: 💰 Whether fintech is becoming more of a value sector 🤔 Preference for products that have broad market appeal at low margins vs those with narrower market appeal and much higher margins 🔺 🏃 The path to profitability 🧮 Unit economics across a company’s lifecycle 🌎 Fundraising fragmentation across the US and Europe 👩⚖️ Whether regulation is strangling innovation Thanks to james bowler & Francesco Pasti for the great question suggestions 💪 Listen via the link in the comments 👇

In the first 2024 episode of ProRata, Jack sits down with Ertan Can of Multiple Capital; a true maestro in micro VC investing having backed the likes of Air Street Capital, Icebreaker.vc and Angular Ventures. The pair explore: 🌎 The macro impact on micro funds 🚤 What is an 'emerging manager' and when does a manager move from emerging to established? 🧱 Preferred portfolio construction ⭐️ What an investable/great emerging manager look like 🪧 What signs to look out for when to stop investing in an emerging manager? 👉 The different challenges a manager faces as they move through funds ✌️ The parallels between emerging/established GPs and emerging/established LPs Listen via the link in the comments 👇

This week's ProRata…Jack sits down with Marc Cohen  of unbundled vc! They discuss: 💻 The switch from algorithmic trading to VC 🚀 Founder or market in early-stage investing 👉 Investing alongside Sam Altman of OpenAI in Magrathea 🏃 Runna, (congrats on the recent round)! 🙅♂️ Is it best to be ownership-sensitive or sensible? 💰 Why a fund is the natural next step, LP strategy, portfolio construction and points of differentiation Link in the comments 🔌

After a short break, Jack continues Series 2 of ProRata with Laura McGinnis of Balderton Capital! It makes for a great episode which delves into both professional and personal values: 🎤 Getting airtime for consumer at Balderton 👉 What characterises one of the world's leading VC funds  🤔 Forming defensibility around consumer propositions 🛍️ How operational experience has improved Laura’s outlook on being an investor  💪 The ideal marketing mix for consumer propositions ⌛️ Diversity in VC & entrepreneurship. What needs to change Link in the comments 🎧

This week’s episode is with one of the most promising fintech's revolutionising financial forecasting, Ramp. AlbionVC, alongside Eurazeo saw the potential with funding their seed in March. It’s a great exploration of future trends, proving out PMF & value add that VCs like Paul Lehair can add. We discuss: ✌️ Dan's journey before forecasting 🗺️ Paul's value add of being a seasoned operator in VC 🧮 Turning forecasting into a science rather than an art; driving an environment which is 100% data-driven 💰 Why every fintech investor is also an AI investor 🎮 Proving out the product in gaming before moving on to other sectors 🌍 Building a business in South Africa; a 101 on how to navigate the talent pool 🚙 Dealing with founders who are overly bullish and optimistic from a runway and cash perspective Link to listen in the comments 👇

This week's ProRata episode is with Babs Ogundeyi, Founder at Kuda and Dr. Ricardo Schäfer, Partner at Target Global. Jack discusses: 🛁 The eureka moment; how Nigerian financial services impacted the making of Kuda 💳 Building trust in consumers early to now serve over $4bn worth of transactions every month and over 5m users 🏦 Why legacy banks will always be behind the innovation curve 👀 Aligning the revenue model to current economic conditions 🌍 Key barriers to entry expanding and investing across Africa 🤣 Queuing in Nairobi's airport Listen now ➡️ https://lnkd.in/e8gRFUjN