Sumant Mandal is Managing Director at March Capital Partners, a firm that invests largely in enterprise facing businesses with deep technical differentiation. The conversation includes excellent insights into the changing dynamics of the networking space and how companies like Cisco and Juniper are managing their existential threats.
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David Lambert, Managing Director at Right Side Capital Management, a firm that invests small chunks of capital in capital efficient ventures. The firm is very much in line with the Bootstrapping to Exit philosophy we’ve been discussing.
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Mark Selcow, General Partner at Costanoa Ventures, talks about the firm’s primarily B-to-B investment thesis and strong penchant for investing in companies that have grown up outside the Bay Area.
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Harald Nieder, Partner at Redalpine Venture Partners, an European firm primarily focused on Germany and Switzerland.
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Arihant Patni is Managing Director at Ideaspring Capital, a fund focused on enterprise companies born in India and selling to the global market.
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Rahul Chowdhri, Investor at Stellaris Venture Partners, shares some fascinating examples of consumer ventures catering to the next 400 million consumers in India.
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Rebecca Kaden, General Partner at Union Square Ventures, discusses her firm’s capital efficient investment thesis and debates the pros and cons of blitzscaling.
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Matt Holleran, General Partner at Cloud Apps Capital Partners, talks about his firm’s investment thesis in what he calls classic Series A. His is one of the rare firms that invest at the concept stage.
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