Venture Passport
The show is co-hosted by two VCs, Jack Richardson, and Richard Armstrong, exploring the inner workings behind the creation of thriving tech unicorns, showcasing conversations with leading pioneers and visionaries in the global startup arena.
S2E5: Marc Cohen, Sole GP @ unbundled vc
In this episode, Richard Armstrong and Jack Richardson engage with Mark Cohen, exploring his career journey and transition into venture capital. They contrast the dynamics of venture capital with financial services and delve into Mark's unbundled VC thesis and investment focus. The discussion covers the investment process, decision-making, and the nuances of deep tech investments and founder relationships. They examine price sensitivity, market valuation trends, and the implications of signaling in venture capital. Mark provides insights into the London VC scene, portfolio strategy, and LP investment strategies. The episode concludes with advice for founders and reflections on changes in the venture capital industry.
Key Points
- Investing in early-stage digital tech companies requires understanding both the potential market size and founder strength, as these factors significantly influence the likelihood of venture-scale outcomes.
- Mark Cohen emphasizes the importance of efficient processes in venture capital, such as using video pitches to quickly assess founders and minimize friction in deal-making.
- In a challenging fundraising environment, founders should focus on targeting investors whose investment remit aligns with their business to avoid wasting time and increase their chances of success.
Chapters
| 0:00 | |
| 1:18 | |
| 3:35 | |
| 5:13 | |
| 9:18 | |
| 16:21 | |
| 20:48 | |
| 23:47 | |
| 25:22 | |
| 27:02 | |
| 31:07 | |
| 35:22 | |
| 37:25 |
Transcript
Loading transcript...
- / -