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.