Confluence.VC
Clay Norris and Tyler Dean
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Top 10 Confluence.VC Episodes
Goodpods has curated a list of the 10 best Confluence.VC episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Confluence.VC for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Confluence.VC episode by adding your comments to the episode page.
#6 - Meagan Loyst (VC @ Lerer Hippeau)
Confluence.VC
11/01/20 • 27 min
This week we had on Meagan Loyst, a VC at Lerer Hippeau based in New York.
Lerer Hippeau is one of the most active and well-respected early-stage venture funds in the world, and within her role, Meagan focuses primarily on Seed and Series A investments in consumer, digital media, e-commerce, emerging tech, and enterprise software. Meagan recently did some interesting work around Gen Z trends, and after interviewing 75 other young investors from around the world, she published some of here findings here.
In this talk, we discuss:
- Meagan's path into early-stage investing,
- Why she decided spend so much time understanding Gen Z investment preferences,
- Her main takeaways and companies to watch based on her findings
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
1 Listener
This week we had on Tasha Kim (@natashajuliakim) with Marcy Venture Partners.
Marcy invests in consumer businesses and mass-market brands that resonate with culture across products and services, media, and technology. Tasha heads up a lot of the firms' sourcing and evaluation efforts, and she also regularly shares her thoughts through her Substack.
In this talk, we ask Tasha about:
- Her co-authored consumer trends report and the findings from that piece
- Collaborating on external projects with other investors
- Social 3.0 and the ability to interact with online brands and influencers
- The intangible value of brand-led communities
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
1 Listener
09/23/20 • 27 min
For our first guest, we had Mike MacCombie who works as the Director of Platform of ffVC. Mike is a self-proclaimed “community geek”, and within his role at ffVC, he focuses on accelerating the growth of portfolio companies, spending most of his time on business development, founder best practice advisement, hiring, and later stage fundraising. Outside of work, Mike acts as a mentor for Techstars NYC and Quake Capital, and he also authors the Investor G.A.N. Newsletter from ffVC.
In this talk, we ask Mike about:
- his path into venture
- why more firms are positioning themselves as platforms
- his secrets on effective platform strategies
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
1 Listener
This week we had on Faye Maidment (@maidmentfaye) with Unshackled Ventures.
Unshackled is an early stage fund focused on partnering with and supporting immigrant-founded startups. The fund invests agnostically across verticals, and Faye spends most of her time within AR, VR, Gen Z, and internet culture. Outside of work, she also co-authors a weekly newsletter (High Tea) that dives into the topics she is interested in.
In this episode, we discuss:
- The explosion of the creator economy and the secondary effects of this transition
- The art of curation and audience building
- Why AR/VR is poised to get over the adoption issue
- Evaluating timing risk as an investor
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
1 Listener
This week we had on Rachel Lauren (@RachelnotLauren) of BDMI.
BDMI is an early-stage fund that makes investments into innovative companies in the tech and media landscape. Although the fund specializes in digital media, Rachel focuses most of her time helping the fund diversify its focus to more enterprise software and fintech deals.
In this talk, we discuss:
- missed opportunity areas within consumer fintech
- the future of retail and areas of excitement within commerce
- the legitimacy of NFTs and whether or not they can be considered an investable category
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
02/01/22 • 55 min
This week we had on Kenny Rose with FranShares.
FranShares makes it possible for anybody to build passive income through franchise investing. Their team is planning to open up access soon, and you can sign up for the waitlist for free using this link.
In this talk, we cover:
- The appeal of cash flow compared to speculative bets
- Creating hype before a product launch
- Unromantic parts of startup life
12/01/21 • 34 min
This week we had on Kai Cash (@kuaicash) at Primary Venture Partners.
Primary is one of the best seed funds in the world. They focus on backing the best founders in New York, and this approach has resulted in their companies raising follow-on capital nearly 90% of the time. Kai is on the investment team, and he spends his time focusing on climate and software below the application layer.
In this talk, we discuss:
- Breaking into VC
- Creating leverage as a junior investor
- Building trust and deal flow with the other side of the table
Supporting Confluence.VC:
- 👥 Submit your info to join our private community of investors.
- 📩 Become a paying subscriber to unlock more content and resources from us.
- 📌 Submit jobs to be featured on the board and in this newsletter.
- 👕 Shop our merch and upgrade your wardrobe.
- 👨💻 Use our perk board to make better software decisions.
- 📈 Back our syndicate and invest with this community.
03/15/23 • 21 min
Guest: Jake Kupperman (@jbkupperman)
Company: Level Ventures
Location: New York, NY
Background: Level is a leading data-driven investment manager focused on technology innovation. Their team thinks about venture investing differently than most, and they apply deep levels of data science to inform their decision-making process.
Talking points (five-second version):
- The human aspect of venture capital becoming more data driven
- LP value creation to venture funds
- Non-obvious differences between working in venture and working at a fund of funds
#12 - Abha Nath (Investor @ Wonder Ventures)
Confluence.VC
12/17/20 • 33 min
This week we had on Abha Nath (@abhanath) of Wonder Ventures.
Wonder is an early-stage fund that aims to invest earlier than anyone else in Southern California’s best founders. Since its founding in 2015, the firm has invested in category-defining companies like Honey, Luxe, Joymode, and a number of others. Abha is the first and only hire at Wonder, and we wanted to have her on to dive into her unique path.
In this talk, we discuss:
- Abha’s journey to venture and how her previous roles at the Disney Accelerator and Ring prepared her to be an investor
- What makes Southern California unique as a startup ecosystem
- What has changed when evaluating early-stage companies virtually
- Some red flags that make businesses un-investible
- We flip it around and let Abha ask us a few questions at the end
📫 For weekly insights from the next era of investors and operators, make sure to subscribe to Confluence.VC Weekly.
#76 - Portfolio construction and scenario planning with Anubhav Srivstava (Founder @ Tactyc)
Confluence.VC
10/05/22 • 49 min
Guest: Anubhav Srivastava (@anubhav0313)
Company: Tactyc
Background: Anubhav is the founder and CEO of Tactyc, a venture portfolio construction, performance forecasting, and scenario planning software for data-driven funds. Get started with a 30% discount on their Construction and Solo plans by using the code CONFLUENCE30 at checkout.
Talking points (five-second version):
- Why fund managers should never be creating spreadsheets
- The importance of portfolio construction and scenario planning
- What's going on behind the scenes in the venture services market
Key takeaways (30-second version):
- Funds that are shutting down right now are going to miss out on some of the best opportunities. Valuations are down, founders still need capital, and investors that wait on the sidelines are going to miss the upside. Scared money don't make money.
- Especially at the pre-seed, revenue shouldn't be prioritized highly. Product-market fit and having early indicators of traction matter more than immediate revenue.
- More and more opportunities are popping to syndicate and tag along into deals they're already doing.
- Portfolio construction is a process. You usually have to lay this out in the fundraise.
- A good portfolio construction strategy is an evergreen asset you can keep using to manage investment decisions going forward. The better you lay this out, the better you can stick to your strategy over the lifecycle of the fund.
- Your primary goal as a GP is not to create spreadsheets. It's to get into deals and raise capital from LPs.
- Most up-and-coming venture services providers are collaborative and are building out products with a focus on integrations. Most of the traditional venture services providers are exclusive and want to build a one-stop shop for VCs. It's easier to see this on the inside, but it holds true.
- Australia is one of the fastest-growing venture capital markets in the world. According to Anubhav, they have clients over there, and they have some of the best internal processes he has seen.
- Startups need most help around distribution. If you want to actually be helpful to your portfolio companies, help them get the word out.
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FAQ
How many episodes does Confluence.VC have?
Confluence.VC currently has 84 episodes available.
What topics does Confluence.VC cover?
The podcast is about Entrepreneurship, Podcasts and Business.
What is the most popular episode on Confluence.VC?
The episode title '#6 - Meagan Loyst (VC @ Lerer Hippeau)' is the most popular.
What is the average episode length on Confluence.VC?
The average episode length on Confluence.VC is 37 minutes.
How often are episodes of Confluence.VC released?
Episodes of Confluence.VC are typically released every 7 days, 5 hours.
When was the first episode of Confluence.VC?
The first episode of Confluence.VC was released on Sep 23, 2020.
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