Leo Polovets

Martín Casado, a General Partner at a16z and former Nicira executive, joins Leo Polovets, General Partner at Humba Ventures with over 12 years in venture. They delve into the hot topic of non-consensus investing, debating its true value. Key discussions include the risks founders face straying from consensus, the concept of market efficiency, and why most startup failures stem from 'indigestion' rather than lack of resources. Their insights challenge conventional wisdom and explore the complex relationship between market trends and successful investment strategies.

Leo Polovets, General Partner at Humba Ventures and co-founder of Susa Ventures, discusses his transition from a software engineer to a venture capital investor. He shares insights on the importance of building relationships before fundraising and emphasizes the need for effective storytelling to attract investors. Leo explains how Humba’s small fund size supports deeper engagement with startups and highlights common pitch deck mistakes founders make. His experience with investor updates also unveils strategic tips for both raising capital and maintaining traction.