Thesis-Driven Investment Strategy

On today’s Manager Meetings, Beezer Clarkson speaks with Mike Smith and Nikhil Basu Trivedi. Beezer is a past guest on Capital Allocators and is a Partner at Sapphire Ventures, where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally. Mike and Nikhil are co-founders of Footwork Ventures, an early-stage venture firm that closed on its first fund earlier this year, which was significantly oversubscribed. Footwork plans to invest in Seed stage and Series A companies with early signs of product market fit and the potential for decades of customer love. The partners discuss their blend of investing and operating skills, and their fundraising process. Before they kick it off, Beezer and I discuss how she discovered Footwork, her due diligence process, decision to invest, and gaining capacity. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts