The Alternative Data Podcast
The ValueStream Ventures Episode
May 27, 2024
Greg Neufeld from ValueStream Ventures discusses their investments in data-rich companies and 'data flywheel' companies. They talk about leveraging data for startup success in fintech, Ocrolus' evolution to AI integration, software vs. data as a service companies, adapting investment strategies post Chat GPT, and the current climate around AI and startup liquidity in VC.
46:06
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Quick takeaways
- Investing in data-rich companies is a focus for ValueStream Ventures, targeting early-stage companies with proprietary data flywheels as a defensible and offensive asset.
- ValueStream Ventures transitioned from a capital market data-focused accelerator to prioritize seed-stage companies with unique data, reflecting an investment thesis centered around alternative data's defensibility and scalability.
Deep dives
Investing in Data-Rich Companies
Investing in data-rich companies is a focus for Greg Neufeldt of Value Stream Ventures. Their venture capital fund targets early-stage companies with proprietary data flywheels. These companies leverage their unique data as both a defensive moat and an offensive asset. An example is using proprietary data in hedge funds, showcasing the increasing importance of data as a defensible asset.
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