Nate Redmond, Managing Partner at Alpha Edison, a VC who has put trust-driven ventures at the center of his investment thesis. It’s a very interesting conversation for both entrepreneurs and investors to listen to.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | TuneIn | RSS
Sramana Mitra: In the domain of self-driving cars, are there things that you have identified as opportunities where startups can play and perhaps venture-scale opportunities within that realm?
Stewart Alsop: We’re the lead investor of Twitch, which was purchased by Amazon about a year and a half ago. I’ve written checks to two of the founders who then started new companies. One of them started a company called Cruise Automation. Cruise Automation went down its path as a venture-backed startup developing autonomous driving capabilities originally as an add-on to existing cars.
I brought them in because I thought that what they were doing is pretty interesting. My partner thought I was crazy for >>>
Rami Elkhatib, General Partner at Acero Capital, talks about his investments in companies that require a longer development cycle. As you know, 1Mby1M often uses Bootstrapping with Services as a core methodology to scale companies to fundability. Rami actually loves to invest in such businesses, listen on.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | TuneIn | RSS

Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Stewart Alsop was recorded in May 2016.
Stewart Alsop, Partner at Alsop Louie Partners, has been a VC for 20 years, and before that, a journalist for another 20 years in the technology industry. This conversation is wide-ranging, spanning autonomous vehicles, unreasonable entrepreneurs, etc.
Sramana Mitra: You’ve been in the business for 20 plus years and you’ve covered technology as a journalist 20 years before that. I’ve been in the business for 20 years. >>>
Rajul Garg, Head of Investments at Leo Capital, discusses the Indian startup eco-system and his fund’s investment focus.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | TuneIn | RSS
Sramana Mitra: Tell us about the types of ideas your investors are looking for.
Swati Chaturvedi: There is a big trend of combining hardware with software. Robotics is another trend. What is specific to Propel(x) is, we do need some specific innovation.
Sramana Mitra: When it comes to IT and specific innovation, there are niche opportunities that are not as easily open right now given where we are in the history of technology. Let’s say there’s a particular sector of cloud computing. >>>
Sramana Mitra: Talk to us a little bit about geography. You mentioned you’re operating at about five geographies. What are the dynamics of these geographies? I know WebPT is in Arizona. What are the dynamics of the Arizona market right now? Are you seeing a lot of deal flow?
Todd Belfer: I see a lot of healthcare deals in Arizona. We see a lot of B2C deals.
Sramana Mitra: But you don’t do B2C. >>>
Sramana Mitra: I’m in agreement with you, by and large. Let me then parse what you said. You’re talking about $1 million to $3 million investment in a company that is doing $1 million ARR. What is the calculation here? Are you going to exit the company with that capital infusion or are you expecting that company to go through another round of financing and still exit for relatively smaller amounts of money? How do you think about deals?
Todd Belfer: We built our businesses in the 80’s and the 90’s before there were venture capital markets. We didn’t take on a >>>