In this episode, we are joined by David Peterson and co-host: Yash Tekriwal. This was a super fun conversation about David's investing thesis, what it's like working with early stage founders, how toolkits are the future of Saas, and so much more! Take a listen if you want to hear from a true thought leader in No-Code and an active investor in the B2B SaaS world.

David Peterson is the second full Partner of Angular Ventures. He leads investments, takes board sets, and works with companies across their portfolio.

Prior to Angular Ventures, he was an early employee twice over (most recently at Airtable, where he built his first growth team and led partnerships), a founder of a bootstrapped software company, and a seed investor at Founder Collective. Angular Ventures is a specialist, first-check venture capital firm focused exclusively on B2B, enterprise, and deep-tech companies across Europe and Israel.

Yash Tekriwal, is an executive coach, a teacher, a management consultant, a data scientist, and a career coach. He loves solving difficult but important problems. Over the years, he come to believe that "education" is at the core of solving many of the world's most pressing problems. He also believes that income inequality, racial injustice, sustainability, mental health, health care, and food insecurity can all be improved through better communities, connection, and learning.

Missing this episode means missing some great thoughts from David and Yash 🤦🏻, so you better check it out now! :)

“The product is important in so much as it reveals the thoughtfulness of the founder, founding team, and how they're thinking about approaching the purging the problem which, which is another way of saying it's, it's all about, like evaluating. Yeah, it's all right. Again, it's all about the people and how they're thinking.” - David Peterson

Highlights:

[02:53] Building a no-code business and getting acquired with Airtable

[04:49] Jumping to venture capital world

[06:15] Airtable's influence on David's investment philosophy and "operator principles"

[08:34] How Airtable and Zapier help non-developers

[11:29] How did the market change in the last two years

[14:57] The impact of the COVID pandemic and the evolution of venture

[21:56] The best way to increase optionality as an early-stage Founder

[28:09] The Biggest Expense That You're Going to Incur

[32:35] How to get in the mind of the next investor

[33:03] Best practices with allocating to product vs the team behind the product

[39:39] Individual checks: Why is it becoming more common?

[54:04] Growth pillars: The advantage of people who have deep product sophistication

[01:10:18] Prediction for Notion and Airtable in the next few years

[01:14:06] Crypto's impact on the no-code, maker-focused software industry

[01:19:00] What is a Phantom Founder?

[01:21:16] The most overlooked variables when investing in B2B, Enterprise SaaS space

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