Origins - Inside Venture Capital, Hosted by a GP and an LP Being Non-Consensus and Right in VC with Jason Shuman & Will Quist
Aug 6, 2024
Join Jason Shuman, a Primary GP focused on impact investing, and Will Quist, a Partner at Slow Ventures known for his unique firm-building approach, as they delve into the world of non-consensus investing. They discuss the risks and opportunities of zigging while the market zags and reveal how to spot disruptive companies from day one. The conversation also touches on the evolving role of VCs, the significance of founder support, and how impact teams can drive seed stage success.
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Venture Capital's True Purpose
- Venture capital is about funding the exploration of unknowns, not just betting on known expansions.
- It's about testing hypotheses and being capital efficient, not necessarily tied to stage or valuation.
The S-Curve Explained
- The S-curve represents a company's valuation journey, starting with an idea and increasing with validation.
- Each kink in the S-curve comes from a novel, valuable hypothesis being correct.
Positioning to Win
- In a competitive seed market, differentiate your firm to win deals.
- Highlight your unique strengths and approach to attract founders.