David Tisch

David Tisch, Managing Partner at BoxGroup, and Terrence Rohan, Managing Director at Otherwise Fund, dive into the gritty realities of seed investing. They challenge misconceptions like signaling and argue why many traditional strategies, such as maintaining reserves, might actually hinder returns. Tisch insists seed investing remains an inefficient market, advocating for price insensitivity and individual decision-making over groupthink. They also discuss the evolving power dynamics favoring founders in today's funding landscape, emphasizing the need for authentic relationships.

David Tisch, Managing Partner of BoxGroup and co-founder of TechStars NYC, shares his insights on seed-stage investing. He discusses the challenge of scaling what seems unscalable and emphasizes the importance of collaboration in venture capital. Tisch also argues that VC help can be overrated, advocating for authentic relationships over traditional metrics. Plus, he dives into the nuances of building a brand in NYC’s competitive landscape, underscoring that taste is an unteachable skill in this industry.

Join influential guests like Tess Cameron, a biotech analyst at RA Capital, and TJ Parker, co-founder of PillPack, as they explore the intricacies of drug pricing and the implications of recent healthcare policies. David Tisch from BoxGroup and Jack Dreifuss share insights on venture capital trends, while Pippa Lamb discusses the impact of U.S.-China trade dynamics on the tech industry. They dive into the complexities of healthcare costs, advocate for innovative pricing strategies, and ponder the future of AI in both healthcare and customer service.

David Tisch, Managing Partner at BoxGroup, shares insights on the impact of the U.S.-China trade tensions on stocks. Mike Vernal, a partner at Conviction, discusses the role of beliefs in shaping perceptions, especially in volatile markets. Edward Mehr of Machina Labs explains why robots still struggle with making Nikes amid rising automation trends. Will Brown delves into the humorous side of robotics, showcasing robots participating in a Chinese half-marathon, highlighting both advancements and the challenges they face in human-like performance.

In this engaging discussion, guests include Jeff Yan, co-founder of Hyperliquid, who emphasizes the importance of a neutral DeFi protocol's integrity. Kevin Rose, an entrepreneur known for Digg, shares insights on social media's evolution and the impact of AI on interactions. Tomasz Tunguz, a venture capitalist, highlights AI's significant economic effects and the risks of vendor financing. Chris Dixon, a tech investor, explores crypto's adoption trends and policy influences, while David Tisch announces two new funds and discusses long-term investing strategies.

Marcelo Claure is an entrepreneur and investor who has founded and led some of the world's most iconic businesses. He is currently the Chairman & CEO of Claure Capital, a newly founded multi-billion-dollar global investment firm. Before this, Marcelo was COO @ Softbank Group, the world's largest technology investment company. Bill Gurley is a General Partner @ Benchmark, one of the most successful funds of the last decade with a portfolio including Uber, Twitter, Dropbox, Modern Treasury, Snapchat, StitchFix, and many more. Michael Eisenberg spent 15 years as a General Partner @ Benchmark working alongside Bill and the Benchmark partnership. Following Benchmark, Michael co-founded Aleph, one of the leading Israeli venture funds of the last decade. David Tisch is the Founder and Managing Partner @ Box Group, one of the leading seed focused firms of the last decade with a portfolio including Airtable, Glossier, PillPack, Plaid and many more. Cyan Banister is one of the most successful and renowned early-stage investors in the last decade. Her portfolio includes the likes of SpaceX, Uber, Affirm, Opendoor Postmates, Niantic and Thumbtack to name a few. Zach Weinberg is a Co-Founder of Operator Partners, operators funding operators, with no outside LPs, just their own capital. Luciana Lixandru is a Partner @ Sequoia, one of the world's most renowned and successful venture firms with Sequoia-backed companies accounting for more than 20% of NASDAQ's total value. Jeff Lieberman is the Managing Director @ Insight Partners, one of the leading investing franchises of the last 25 years with their most recent flagship fund announced earlier this year being a staggering $20BN. Nick Shalek is a General Partner @ Ribbit Capital, specializing in fintech they are one of the most successful venture firms of the last decade with a portfolio including Robinhood, Coinbase, Revolut, Nubank and more. Frank Rotman is a founding partner of QED Investors, one of the leading fintech-focused venture firms investing today with a portfolio including the likes of Klarna, Kavak, Quinto Andar, Credit Karma and more. Geoff Lewis is the Founder and Managing Partner @ Bedrock, now with over $1BN in AUM, Bedrock invests in breakout technology companies that are incongruent with popular narratives. Justin Fishner-Wolfson is founder and the managing partner of 137 Ventures. Their portfolio includes SpaceX, Wish, Anduril, Flexport, and WorkRise (formerly Rigup) to name a few. David Sze is a General Partner @ Greylock where he has led some of the firms most notable investments including Facebook, LinkedIn and Pandora. In Today's Episode We Discuss Price Sensitivity: 1.) How do you assess your relationship to price and price sensitivity? 2.) When is the time to pay up and have less price discipline? 3.) When should we remain disciplined and not pay up for a deal and walk away because of price? 4.) Of the deals you have paid up for, did their growth rate justify the high entry price? 5.) Knowing all you know now on price, how do you advise younger investors today?

David Tisch, Managing Partner of BoxGroup, dives into the transformation of seed funding, revealing how multi-stage funds have reshaped the investment landscape. He argues that traditional ideas about ownership and portfolio construction need rethinking. Tisch shares insights on diversifying investments and managing reserves, especially during economic downturns. He emphasizes the importance of personalized advice for entrepreneurs and the challenge of balancing fundraising strategies with meaningful relationships. Ultimately, he advocates for a committed approach to supporting visionary founders.

David Tisch, Founder and Managing Partner of Box Group, shares his insights on venture capital and the evolution of seed funding. He challenges traditional ownership expectations in VC, arguing they reflect VCs' fears rather than founder needs. David discusses the growing trend of pre-emptive funding rounds, advising founders on how to evaluate their importance to investors. He reflects on his biggest misses and successes, emphasizing the need for adaptability and open-mindedness in investment strategies.

David Tisch, General Partner at BoxGroup, has a remarkable track record with over 350 early-stage investments, including in companies like Plaid and Roman. He discusses the evolving landscape of angel investing and emphasizes the importance of empathy in the investor-founder dynamic. Tisch shares insights on managing multiple portfolio companies, the significance of reputation, and the benefits of reinvesting in entrepreneurs. He also touches on the rising creator economy, showcasing how technology empowers individuals to pursue entrepreneurial opportunities.

David Tisch, Founder and Managing Partner at BoxGroup, shares insights from his venture into early-stage investing. He discusses his transition to raising over $160 million in external capital and the impact on his investing mindset. Tisch explores the debate around concentrated seed investing, emphasizing the importance of collaboration and genuine feedback for founders. He also highlights the resurgence of consumer social tech, pinpointing how platforms like TikTok cater to younger audiences and enhance online engagement.