Trevor outlines how having a sector focus, and associated domain expertise, provides a prepared mind that allows him to both underwrite investments quickly and provide sector-aligned value back to their portfolio companies, where he thinks the venture asset class is headed between sector focused funds and generalist funds, why Blackhorn expanded its multi-stage investment capabilities from seed-to-growth with an opportunity fund that provides the ability to ‘play through’ with investments throughout the lifecycle of a company, how specialized growth equity (and SPACs!) has a key role to play within some of the sub-sectors involved with industrial innovation, and we finish with some tech trends of “What’s hot and what’s hype”.
Heavy Hitters: The Digital Industrial Podcast