Sramana Mitra: I’m going to ask you a slightly different question. Given what you are doing, it sounds like there must be tons and tons of niche use cases out there of your model. We’re in 2018. There’s a ton of stuff that have already been built. Some of these use cases are not necessarily
Sramana Mitra: I’ll tell you where I am a little bit uncomfortable with what you’re saying. I don’t feel a token angle of it. Your point is well-taken that somebody with a proven business model is a more interesting scenario than a concept financing or concept ICO. Why do I want tokens in this ecosystem
Sramana Mitra: What is the go-to market strategy for this company? Greg Borchardt: There are two sides of the business. They started off in the medical device space. They created a consumer product that we help them down the supply chain to develop the components for the product and ship it over to the US.
Sramana Mitra: Let’s then talk about the investment thesis. This is your second fund. You’ve already used this investment thesis and invested your first fund in a bunch of companies. If you could take us through a few examples that illustrates how you think about your investment thesis and how the companies you’ve invested in fit
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Greg Borchardt of Caerus Ventures was recorded in February 2018. Greg Borchardt is Co-founder and Managing Partner at Caerus Ventures, a firm that has a focus on connected hardware. It’s an interesting and differentiated investment thesis