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Ep167 – Justin Lipman (Partner – EVP) on metrics, focus and valuations
Jul 14, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
How I Built EBP Into a Specialist B2B Software Investor
03:11 • 2min
Dan Krasnstein: How He Fell in Love With VC 10 Years Ago
05:04 • 2min
The Transition to VC
06:38 • 2min
The Early Days of EVP
08:46 • 3min
The Importance of Personal Relationships
11:39 • 4min
The Importance of Focusing on One Area
15:22 • 4min
The Different Approaches to Portfolio Construction
19:10 • 5min
The Impact of the Power Law on Portfolio Construction
24:36 • 2min
The Importance of Mission Criticality in Early Stage Companies
26:28 • 4min
Benchmarking Metrics for Investment Decision Making
30:54 • 2min
The Importance of Metrics in First Conversations With Investors
32:49 • 6min
How to Build a Company in the Early Stages
38:48 • 6min
How to Approach Valuation Discussions
44:40 • 3min
How to Deal With Imposter Syndrome
47:46 • 3min
How to Build a Strong Relationship With Founders
50:33 • 4min