The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)

Jul 15, 2024

Adam Felesky, CEO of Portage, discusses open banking, fintech risk assessment, and the future of embedded fintech. Topics include investing in Web3, crypto, and blockchain, modernizing financial infrastructure, open banking benefits, fintech acquisitions, and portfolio support.

37:21

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Episode guests

Adam Felesky

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Episode notes

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Quick takeaways

Open banking offers primary benefits in modernizing financial infrastructure.

Portage focuses on vertically integrated fintech investments for global growth.

Deep dives

Success of Tovala Meal Kit Company with Costco Retail Partnership

Tovala, a meal kit company, has seen three consecutive months of profitability and revenue exceeding nine figures. They have launched a significant retail partnership with Costco, aiming to provide high-quality meals with quick preparation times. By focusing on solving customer needs and offering efficient meal prep solutions, Tovala has gained success in the competitive meal kit market.

Intro

2min

Journey from ETF Innovator to VC Investor

2min

Advanced Vertical FinTech Fund Strategy

20min

Discussion on Sidecar Software for VC Investors

2min

Balancing Food Quality and Profitability in the Food Industry, Risks and Benefits of Open Banking, and Players in the Fintech Industry

9min

Post-Investment Support and Value Proposition for Portfolio Companies

3min

Topics on potential interviews, book recommendations, personal habits, and contact information

4min

Adam Felesky of Portage joins Nick to discuss The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms. In this episode we cover:

Investing in Web3, Crypto, and Blockchain, with a Focus on Global Markets and Entry Points
Investing in International Companies, with a Focus on Due Diligence and Risk Assessment
Modernizing Financial Infrastructure and Stacks
Open Banking, Payment Rails, and Acquisitions in the FinTech Industry
FinTech Investing, Risk Management, and Portfolio Support

Guest Links:

The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Success of Tovala Meal Kit Company with Costco Retail Partnership

Adam Falesky's Transition to Venture Capital and Founding Portage

Portage's Investment Thesis in FinTech and Diversified Approach

Strategic Investment Approach and Global Market Insights by Portage

Remember Everything You Learn from Podcasts