ReFi Podcast cover image

Investing in Climate and Impact Fintech with David Rodriguez from Draft Ventures

ReFi Podcast

00:00

The Top Downs and Bottoms Ups Approach to Investing

I'm curious if there's like specific ways of either thinking or particular disciplines that you have found to be important to really actually put together this like more holistic map in how to approach the space. Yeah. So, so for us as we look at kind of our investment theses, we take this, this top downs and bottoms up approach, right? I think that the top down is to really develop a market view of the space, understand where the pockets within that market, which have those characteristics of, you know, large total addressable market, rapidly growing and then room for innovation. And it's also him my old business partner, Guy Gao, who's who built side

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app