Strategic Insights in Online Grocery Investment

Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious. In this episode we cover:

• The Role of Customer Insights in Investment Decisions
• Han Shen's Investment Strategy and Focus on U.S. Market
• Investment Themes and Portfolio Construction
• Investment in We and Lessons Learned from China
• Founder Insights and Growth Potential
• Investment Framework and Underwriting
• Common Reasons for Company Failure
• Recommendations and Final Thoughts

Guest Links:

• Han’s LinkedIn
• iFly’s LinkedIn
• iFly’s Website
• Han’s Twitter

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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