Sramana Mitra: Let me ask you a question in what you’re seeing. I’m completely with you and I’ve written extensively on this topic. The opportunity in AI is in applied AI. The unfair advantage is in the hands of people who have really deep domain knowledge in a particular domain where you apply the stack
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Greg Sands, Costanoa Ventures was recorded in December 2017. Greg Sands, Founder and Managing Director at Costanoa Ventures shares his investment focus. Sramana Mitra: Tell us about your investing focus. How big is the
Sramana Mitra: I’m surprised that you haven’t talked about selling when these very high level of investments start coming into a company. Sometimes it’s not just companies that are not just doing well. Sometimes if a company is a hot company, the trend has been to raise huge amounts of money. There are risks raising
Sramana Mitra: Your point about the fund sizes being larger and mitigating the later stage pro rata opportunity is well taken. I’m going to elaborate on my question. There is a lot of competition to get into some of the deals for Series A and Series B. If you look at the numbers, there are
Sramana Mitra: What about geography? What’s your preference? Jake Seid: Proactively, I’m focused on Silicon Valley and outside of Silicon Valley opportunistically. Sramana Mitra: Talk about your current portfolio. What are the highlights? What have you invested in? How do you decide what you have chosen to invest in? Jake Seid: We look at great
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Jake Seid of Stone Bridge Ventures was recorded in November 2017. Jake Seid, Managing Director, Stone Bridge Ventures, talks about trends, AngelList Syndicates, ICOs and more. Sramana Mitra: Tell us about Stone Bridge Ventures.
Sramana Mitra: In some cases if you can exit your company without needing a Series A, that is not a bad way to mitigate the Series A gap. Victoria Pettibone: Yes. Your angels are going to be happy for the most part. Even though it’s a short turnaround time, they will not have been diluted.
Sramana Mitra: Let’s talk about what you have invested in in your current portfolio. Maybe even exits. You talked about a couple of exits this year. One of them was an IT company. Victoria Pettibone: The two exits are both public. One was Ciel Medical which exited to Vyaire Medical. The other was Cloudamize, which