The Infra Pod How to invest in infrastructure companies since inception stage? Chat with Elliot at Boldstart VC
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Jan 27, 2025 Elliot Durbin, General Partner at Bold Start Ventures, specializes in inception-stage investing for technical founders tackling infrastructure issues. He discusses the evolution of venture capital and the importance of empathy and adaptability in successful founders. Key topics include navigating premature scaling pitfalls and market dynamics. Elliot also explores how AI is transforming enterprise software, emphasizing the need for agility and innovation among startups. His insights shed light on the complexities of funding and strategic thinking in today's evolving landscape.
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People-centric Investing
- Boldstart Ventures invests in inception-stage infrastructure companies, focusing on founders.
- They believe people build companies, so they filter primarily on people.
Snyk's Contrarian Beginning
- Elliot Durbin looks for founders who recognize emerging trends, like Guy Podjarny of Snyk.
- Podjarny predicted developers would handle more security, a contrarian idea at the time.
Prioritize the First Use Case
- Focus on the first use case as it dictates many decisions.
- It's the initial marketing and decision matrix, setting the foundation for the product.