Entrepreneurs working on e-commerce startups face unique challenges today. You can learn more about the trends investors specializing in e-commerce startup financing are seeing by listening to the following 30-minute podcast interviews. These VCs and seed investors also discuss the key indicators they look for in the startups they invest in.
Daniel Gulati, Principal and Head of Seed Investment Practice at Comcast Ventures, discusses e-commerce startup trends and what can and cannot be venture financed at this stage, and why.
Jason Stoffer, General Partner at Maveron – a consumer-only venture capital firm that has had a successful track record of investing in e-commerce ventures ranging from eBay, Shutterfly, and Groupon to the more recent Zulily, as well as education ventures – discusses e-commerce opportunities.
Tod Francis, Managing Director at Shasta Ventures, starts with a discussion on the history of retail, all the way from shoe stores, to departmental stores, and back to specialty retail. This is followed by a similar overview of the history of e-commerce ranging from Amazon’s strategy to how specialty retail is translating into niche e-commerce, and how Tod is looking at investments in the category.
Gus Tai, General Partner at Trinity Ventures, discusses his investment thesis around e-commerce over the years – from BlueNile in 1999, to Zulily, Dot and Bo, and Callisto Media more recently, and what he anticipates for the future. This interview was recorded a while ago, but it helps get you into the head of an e-commerce investor and to understand how e-commerce investment opportunities are analyzed.