This Week in Startups Strategies for investing in an overheated market, understanding warrants + Nat Bullard | E1599
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Oct 30, 2022 
Nat Bullard, a venture partner at Voyager Ventures focusing on early-stage climate tech, shares his journey from journalism to venture capital. He discusses investment strategies for navigating an overheated market, emphasizing patience and the importance of entering markets wisely. Bullard delves into the intricacies of warrants as a financial tool and highlights the thrilling opportunities in climate innovation. Their conversation touches on storytelling's role in promoting sustainability and the challenges of investing in the evolving climate tech landscape.
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Disciplined Investing
- Be disciplined in overheated markets; avoid overpaying early on.
- Wait for companies to execute and build relationships with founders for later entry.
Alternative Entries and Patience
- Find alternative entry points: be patient or explore competing startups.
- Build relationships, send notes, offer support, and stay in touch.
Strategic Overpaying
- Sometimes it's strategic to pay a premium for promising pre-seed rounds.
- This allows observing performance before committing larger sums at the seed stage.