Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Vishesh Rajaram was recorded in November 2020. Vishesh Rajaram, Managing Partner, Speciale Invest, discusses his fund’s investment thesis.
Sramana Mitra: How do you look at teams for something like this? Is it somebody coming out of a domain with deep insights into solving the problem where they haven’t written the product, but they have enough domain knowledge to signal to you and the investors that they know what they are talking about? Ashmeet
Ashmeet Sidana, Chief Engineer at Engineering Capital, is the founder of a small venture firm that we have a great deal of respect for, and a personal friend. This is a wonderful conversation.
Sramana Mitra: Do you want to do another case study? Keith Bank: Another one is called Hammerhead Technology based in New York City. I made a small angel investment in this individual several years ago. His name is Pete Morgan. He’s an avid cyclist and had an idea that there was a way to create
Sramana Mitra: Let’s talk about some of the digital businesses in sports tech. Keith Bank: One that I’m particularly proud of and where we’ve got a lot of activity right now is Phenix. This came to me in a very unusual way. My son was in the commercial real estate business. One day he said,
Sramana Mitra: I’m going to get to talking about specific trends and specific companies in a moment. I just want to clarify one thing which is the stage issue. Give us a sense of what is your definition of seed. What do you like to see by way of validation before you’re willing to write
Keith Bank is Founder CEO at KB Partners, a venture firm focused on sports technology.
Sramana Mitra: If a team is strong, are you okay with investing before pre-product? Semyon Dukach: It takes more than a strong team. In my view, the team for this company was clearly the best in the world. There was no way that a team with more money could be stronger than this one. It