20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth

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Randy Glein is a Co-Founder & Partner @ DFJ Growth where he looks to partner with entrepreneurs that have achieved market validation and are looking to scale rapidly. Randy’s investments include the likes of Twitter, Tumblr, SpaceX and Tesla just to name a few. Prior to DFJ, Randy was CFO @ Feedburner (acq by Google), a business development executive at DIRECTV. Randy was also named to the Forbes Midas List in 2013, 2014, and 2015 as one of the world’s top tech investors and to the New York Times / CB Insights list of top 100 venture capital investors in 2016.

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In Today’s Episode You Will Learn:

1.) How Randy made his way into VC and came to found DFJ growth?

2.) What does it mean to be a diligent and disciplined investor? How can a futuristic mindset be balanced with an analytical and academic approach to evaluation and due diligence?

3.) How does Randy evaluate invest time horizons? How important is it to push for liquidity events as soon as possible? What is it that LPs really want to see?

4.) How have we seen public market expectations of tech companies change over the last 10 years? What are public market investors willing to give up in exchange for predictability? What are the benefits of tech companies staying private longer?

5.) What are the metrics that suggest a company with market validation and ready to scale into hyper-growth? What are the required levels of revenue and ARR?

Items Mentioned In Today’s Show:

Randy’s Fave Book: Being Digital

Randy’s Fave Blog: Brad Feld, Fred Wilson

Randy’s Most Recent Investment: Unity 3D

As always you can follow Harry, The Twenty Minute VC and Randy on Twitter here!

Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC.

Intercom is the first to bring messaging products for marketing and customer support together on one integrated platform. With Intercom, businesses can chat directly with prospective customers on their website, engage current users with targeted messages based on their behavior, and provide personal support at scale with an integrated help desk and knowledge base. This is perfect for Businesses that want to help people visiting their website become customers. Marketing and growth teams that want to onboard and retain users by sending the right messages at the right time and Support teams that want to move beyond email to provide personalized, scalable support so simply head over to Intercom.com/20MVC

Cooley are the global law firm built around startups and venture capital.  Since forming the first venture fund in Silicon Valley, Cooley has formed more venture capital funds than any other law firm in the world, with 50+ years working with VCs. They help VCs form and manage funds, make investments and handle the myriad issues that arise through a fund’s lifetime. So to learn more about the #1 most active law firm representing VC-backed companies going public. Head over to cooley.com and also at cooleygo.com.

20VC: What Does It Take To Gain A Late Stage Cheque Today? The Fundamental Mistakes CEOs Make In The Scaling Process & The Importance Of Building The Next S Curve For Founders with Jules Maltz, General Partner @ IVP

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Jules Maltz is a General Partner @ IVP where he has made investments in the likes of Slack, Zendesk, Twitter, Zenefits and many more incredible companies. Prior to IVP, Jules held roles at the likes of 3i, Admob and Bank of America. Jules has also been named to The Top 40 Under 40 Growth Investors and been featured in the likes of Inc and Fast Company.

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In Today’s Episode You Will Learn:

1.) How Jules made his way into the wonderful world of VC and came to be a GP @ IVP?

2.) What have been the major trends Jules has seen in the latest stage market over the last few years? How have these changed the sourcing and investment decision-making process for Jules?

3.) What does a company need to show and prove to get a larger late-stage cheque in today’s funding environment? What does this mean for unit economics?

4.) What are the fundamental mistakes CEOs make in these scaling stages? What is the right time to scale rapidly? What does product market fit look like to Jules and the IVP team?

5.) Jules has previously stated the importance of the S curve and building the next S curve. What does he mean by this? How does it affect his evaluation of companies?

Items Mentioned In Today’s Show:

Jules’ Fave Book: All The Light You Cannot See

Jules’ Fave Blog or Newsletter: Hooked by Nir Eyal

Jules’ Most Recent Investment: Checkr

As always you can follow Harry, The Twenty Minute VC and Jules on Twitter here!

Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC.

Intercom is the first to bring messaging products for marketing and customer support together on one integrated platform. With Intercom, businesses can chat directly with prospective customers on their website, engage current users with targeted messages based on their behavior, and provide personal support at scale with an integrated help desk and knowledge base. This is perfect for Businesses that want to help people visiting their website become customers. Marketing and growth teams that want to onboard and retain users by sending the right messages at the right time and Support teams that want to move beyond email to provide personalized, scalable support so simply head over to Intercom.com/20MVC

Cooley are the global law firm built around startups and venture capital.  Since forming the first venture fund in Silicon Valley, Cooley has formed more venture capital funds than any other law firm in the world, with 50+ years working with VCs. They help VCs form and manage funds, make investments and handle the myriad issues that arise through a fund’s lifetime. So to learn more about the #1 most active law firm representing VC-backed companies going public. Head over to cooley.com and also at cooleygo.com.

20VC: Why I Do Not Regret Taking ‘Peter Thiel Money’, What Is The Difference Between Leadership & Management & What Conversations Are For The Founding Team Only with Tim Junio, Founder & CEO @ Qadium

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Tim Junio is the Co-Founder and CEO @ Qadium, the startup that creates and organizes knowledge about the world’s devices. They are backed by some of the best in the business including the likes of Founders Fund (Peter Thiel), NEA (Scott Sandell) and our good friends at Susa Ventures. Prior to Qadium, Tim started his career at the Central Intelligence Agency, and also worked in the Office of the Secretary of Defense, the RAND Corporation, and DARPA. Tim remains a research affiliate at Stanford, where he lectures and advises students on cybersecurity research topics.

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In Today’s Episode You Will Learn:

1.) How Tim made his way from the world of the CIA to founding venture backed, Qadium?

2.) How does Tim view his role as CEO? Why does he view leadership and management as 2 different things?

3.) How does Tim view transparency as a leader? What are the conversations that must only be for the founding team? How are those decisions managed and discussed?

4.) Considering Peter Thiel’s recent press coverage how does Tim feel about taking ‘Thiel Money’? Why does he think Thiel is one of the most interesting and brilliant minds? What are the challenges for Silicon Valley in eschewing the world of politics for the next 4 years?

5.) What does Tim see as the worst of Silicon Valley? What are the benefits to many ‘shallow apps’ not getting funded? How does this affect startup economics and hiring programmes?

Items Mentioned In Today’s Show:

Tim’s Fave Book: Snowcrash

Tim’s Fave Blog or Newsletter: Bruce Schneier  

As always you can follow Harry and The Twenty Minute VC on Twitter here!

Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC.

Intercom is the first to bring messaging products for marketing and customer support together on one integrated platform. With Intercom, businesses can chat directly with prospective customers on their website, engage current users with targeted messages based on their behavior, and provide personal support at scale with an integrated help desk and knowledge base. This is perfect for Businesses that want to help people visiting their website become customers. Marketing and growth teams that want to onboard and retain users by sending the right messages at the right time and Support teams that want to move beyond email to provide personalized, scalable support so simply head over to Intercom.com/20MVC

Cooley are the global law firm built around startups and venture capital.  Since forming the first venture fund in Silicon Valley, Cooley has formed more venture capital funds than any other law firm in the world, with 50+ years working with VCs. They help VCs form and manage funds, make investments and handle the myriad issues that arise through a fund’s lifetime. So to learn more about the #1 most active law firm representing VC-backed companies going public. Head over to cooley.com and also at cooleygo.com.

20VC: The Fundamentals To Creating A Successful Venture Partnership & The Optimal Investment Decision Making Process with Ryan McIntyre, Co-Founder @ Foundry Group

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Ryan McIntyre is a Co-Founder @ Foundry Group, one of the leading VC funds of the last decade with investments in the likes of Fitbit, SendGrid and Makerbot. Prior to Foundry, Ryan started his career in VC at Mobius Venture Capital in January 2000.  While at Mobius Venture Capital, Ryan led the firm’s investments in Postini (acq. GOOG) and Sling Media (acq. DISH). Prior to Mobius, Ryan co-founded Excite in 1993, which went public in 1996 and later became Excite@Home following the $6.7 billion merger of Excite and @Home in 1999. At the time this acquisition was the largest internet transaction to date and created a company that achieved peak revenues of $616 million in 2000.

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In Today’s Episode You Will Learn:

1.) How Ryan made his way into the wonderful world of VC and came to co-found Foundry?

2.) At what moment did Ryan realise that he wanted to be a VC rather than his previous life of an entrepreneur? What was the catalyst moment for Ryan?

3.) What does the investment decision making process look like @ Foundry Group? What are the benefits and challenges of implementing such a model?

4.) What are the fundamentals to creating a successful venture partnership? How important is differing skill sets and contrarian thinking?

5.) What makes the great board members to Ryan? How has Ryan seen his style of being a board member alter over the time he has been on boards?

Items Mentioned In Today’s Show:

Ryan’s Fave Book: Dune by Frank Herbert

Investment Ryan Is Most Excited By: Sendgrid

As always you can follow Harry, The Twenty Minute VC and Ryan on Twitter here!

Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC.

Intercom is the first to bring messaging products for marketing and customer support together on one integrated platform. With Intercom, businesses can chat directly with prospective customers on their website, engage current users with targeted messages based on their behavior, and provide personal support at scale with an integrated help desk and knowledge base. This is perfect for Businesses that want to help people visiting their website become customers. Marketing and growth teams that want to onboard and retain users by sending the right messages at the right time and Support teams that want to move beyond email to provide personalized, scalable support so simply head over to Intercom.com/20MVC

Cooley are the global law firm built around startups and venture capital.  Since forming the first venture fund in Silicon Valley, Cooley has formed more venture capital funds than any other law firm in the world, with 50+ years working with VCs. They help VCs form and manage funds, make investments and handle the myriad issues that arise through a fund’s lifetime. So to learn more about the #1 most active law firm representing VC-backed companies going public. Head over to cooley.com and also at cooleygo.com.

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