Ed Sim, Founder and Managing Partner @ Boldstart, discusses the three types of seed rounds, why too much cash can harm companies, and the future of growth funds. He also explores the impact of IPOs, AI startups, and M&A in the market.

Ed Sim, founder and managing partner of Boldstart Ventures, shares insights on growing his firm from a $1 million to an $800 million portfolio. He discusses the innovative inception investing model, emphasizing early engagement with technical founders and the shifting dynamics of venture capital. Sim highlights the importance of quality over quantity in startup selection and the necessity of strong board relationships. The conversation also touches on the evolving tech landscape, particularly the impact of AI on investment strategies.

Ed Sim, founder of Boldstart, and Seyonne Kang, Partner at StepStone, join the hosts to discuss Q4 market predictions. They cover topics such as the challenges faced by venture firms, the impact of current market conditions on VC fundraising, factors affecting DPI for older funds, challenges faced by companies in the Q4 VC market, geography and concentration of startup funding, and predictions for Q4 market including uncertainties in startup companies and predictions of failures and markdowns.

Jamin Ball and Ed Sim discuss the mistakes made in growth investing, the impact of Figma on M&A markets, and the requirements for companies to go public in 2024. They also touch upon data strategy, AI security, venture capital misconceptions, and express gratitude for each other's participation.

Founder Ed Sim discusses inception stage investing, themes boldstart invests in, the 5 P’s of early stage investing, importance of board members, fundraising challenges, building customer relationships, and the evolution of boldstart ventures from $1M to $850M AUM.