ACQ2 by Acquired

Kindergarten Ventures’ Vanta investment, and building a new Strategy for Venture (with Thomas McGannon)

Oct 3, 2022

01:36:10

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Highlights

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Episode notes

Early Stage Investors Hate Ratchets

02:47

What Are the Downsides of a Liquidation Preference?

03:30

What's Q2 Going to Do?

03:08

Introduction

2min

Solana Breakpoint - A Developer Conference in Lisbon, Portugal

2min

I Angel Invested in a Kindergarten Acquired Investing Company and Now Vanta

2min

Are Podcasts a Tool for Venture Investing?

6min

Are You Building a Million Dollar Fund?

3min

How Do You Communicate With Clients?

3min

How to Build Authenticity in Your Fundraising Process

4min

The All Hands Podcast

3min

Is Vanta a YC Backed Company?

4min

10.

The Importance of Monitoring Observability

3min

11.

Investing in Compliance Automation

3min

12.

Is This a Compliance Automation Company?

5min

13.

The Vanta Value Prop Isn't Automated

3min

14.

SAC 2 Compliance Certification

5min

15.

Vanta Trust Reports - What's Your Next Act?

2min

16.

I'm Very Impressed With Christina as a Founder

3min

17.

What Is Durable Growth?

2min

18.

Vanta's Customer Growth Accelerated

2min

19.

What's Q2 Going to Do?

3min

20.

Investing in Family Offices - What's Water?

2min

21.

I Love the Podcast, but I'm Going to Build My Life a Little Bit Different

2min

22.

What Does a Craft Investment Look Like?

2min

23.

Are You a Board Member of a Public Company?

3min

24.

The Kindergarten's SPB

4min

25.

Is Vanta a Good Place to Invest?

3min

26.

VC - Is There a Grip in VC?

3min

27.

Having a Liquidation Preference in a Software Business

5min

28.

Is Going Public a Distorting Factor in Valuation?

2min

29.

What Are the Downsides of a Liquidation Preference?

4min

30.

Early Stage Investors Hate Ratchets

3min

31.

What Is Really Bad Look Like?

2min

32.

Slack and Azure AWS GCP

2min

33.

The Bar for Outstanding Growth, I Think It Just Has to Go Up

2min

34.

The Middling Situation

4min

Kindergarten Ventures LP (and fellow podcast host over at Unlimited Partners) Thomas McGannon interviews David about Kindergarten’s investment thesis for their recent large investment in Vanta. Along the way they discuss KV’s overall strategy, how it fits into Acquired, and why it’s “accidentally” become the best answer David has ever had to “why should a great founder take my capital?”

Links:

Sponsors:

Vanta

Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.