Cyrus and Iman talk to Paul Cuatrecasas, Founder and CEO of Aquaa Partners. From Wall Street to London, Paul has several decades of experience in Tech M&A. His book “Go Tech or Go Extinct” shows how CEOs need to think about M&A and transformation in the tech age. Paul also explains his thesis on the death of value investing and why tech businesses will be the only ones to survive. www.aquaapartners.com Go Tech or Go Extinct: https://www.amazon.co.uk/Paul-Cuatrecasas/e/B07XTM1DR1/ref=dp_byline_cont_pop_book_1   This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman talk to Sean Seton-Rogers - General Partner at PROfounders Capital and a Forbes Midas List VC in 2020. Sean explains why PROfounders is a fund for founders, backed by founders. Sean also explains his approach to investing, how he thinks about the venture market and growing competition in VC. The guys also discuss the future of Europe and even test Sean the sneaker-head on his Jordan collection 👟 Sean's Twitter: https://twitter.com/setonrog PROfounders website: https://www.profounderscapital.com/ This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman talk to Bart Macdonald - Managing Partner at Bloom Venture Partners, where "investment firm meets startup studio". They discuss why Bloom is a novel business model (capital, studio, & equity) and how Bart and his team think about investments across Bloom’s portfolio. Bloom buy, build, and invest in SaaS. Full Bloom Podcast: https://bloomvp.buzzsprout.com/  Bart’s Twitter: https://twitter.com/BartMacdonald Bloom Venture Partners website: https://www.bloomvp.com/ Bloom Venture Partners newsletter: https://bloomvp.substack.com/   This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We've already reached 100+ monthly newsletter subscribers in just a few weeks and are now looking to get to 200 monthly memo subscribers by the end of Jan 2021 - please help us reach this milestone! Thanks! We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman were invited to the McKinsey Early Stage Investor Conference. They held a working session with a series of startups across two days where they outlined their approach to building efficient and successful startups. This is a snippet of one of their sessions. They talk about go-to-market strategy, startup scaling, developing product, and fundraising. They also touch on actionable tips, metrics, and top mistakes. This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We've already reached 100+ monthly newsletter subscribers in just a few weeks and are now looking to get to 200 monthly memo subscribers by the end of Jan 2021 - please help us reach this milestone! Thanks! We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus talks to Michael Ginzo, Co-Founder of Hofy, a leading remote working B2B subscription startup. Hofy enable companies to set up home offices for their employees online in just a couple of clicks. Michael discusses the early days of setting up Hofy, achieving product-market fit, scaling, Hofy tech, closing large clients, advice on raising VC funding, the future of remote work, efficiency hacks, and the mental models he uses as a successful COO. Hofy: https://www.hofy.co/ Michael's LinkedIn: https://www.linkedin.com/in/michaelginzo/ This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We've already reached 100 subscribers in less than a week and are now looking to get to 200 monthly memo subscribers by Jan 2021 - please help us reach this milestone! Thanks! We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

SPACs seem to be the hot topic of investing at the moment, with big names like Chamath and Bill Ackman setting up their own SPACs. Retail investors have access to this opportunity too. So Cyrus and Iman look into SPACs to see what all the hype is about and to test their relative merits vs traditional methods of raising capital. Merry Christmas! This podcast provides weekly content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We've already reached 100 subscribers in less than a week and are now looking to get to 200 monthly memo subscribers by Jan 2021 - please help us reach this milestone! Thanks! We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman interview Andi Kazeroonian: Investment Manager at leading UK FinTech venture fund Outward VC. Andi discusses what he looks for in investments, the future of European tech, and investing in Primary Bid early on, in addition to participating in their follow-on round of £50M (Series B). He also talks through what key criteria he looks for in founders he invests in, and the state of UK FinTech. Outward VC are a FinTech focused VC fund with a distinct strategy addressing a clear value gap, typically at post-seed to Series A. Average ticket sizes are £1m and being long-term investors, the majority of Outward's funds are reserved for follow-on. These follow-ons average £2m-6m. Outward VC: https://outwardvc.com/ Andi's LinkedIn: https://www.linkedin.com/in/andi-kazeroonian-64444968/ Andi's direct e-mail: andi.kazeroonian@outwardvc.com This podcast provides weekly content on technology investing and technology building. We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s).

Cyrus and Iman interview seasoned founder: Matteo Franceschetti - CEO and Co-Founder of Eight Sleep, the leaders in sleep technology. Through their patented technology, Eight Sleep make products that leverage machine learning and artificial intelligence to improve your sleep through thermoregulation and analytics. The company is not just focused on sleep. They are now growing into a digital health company. Since launching in 2015, Matteo and his co-founders (Alexandra Zatarain and Massimo Andreasi Bassi) have raised c. $70.1m from reputed names in the industry such as Founders Fund, Khosla Ventures, Y Combinator and angel investors such as Jason Calacanis. Eight Sleep: https://www.eightsleep.com/ Matteo's Twitter: https://twitter.com/m_franceschetti This podcast provides weekly content on technology investing and technology building. We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

Many founders often focus on the wrong things in the early stages. Iman and Cyrus cover all things on go-to-market strategy from a strategist's point of view, and how to set up an effective product management function, what to track, and biases to be aware of so you don't get caught up in the traps of inefficiency. This is the last of our 6 MVP episodes - lookout for a big step up from next week with world-class guests and improved production quality!   This podcast will provide weekly content on technology investing and technology building. We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course.

There's a revolution coming in tech investing. Rolling funds are making early-stage investing more accessible to the masses. They're also making it easier for anyone to set up a fund. Cyrus and Iman cover everything you need to know, including what they are, the problem they solve, differences vs. traditional venture, pros, cons, and the future. This podcast will provide weekly content on technology investing and technology building. We break everything down to first principles, to simplify the complex technology world. Whether you're a newbie in the tech space and just want to know how the market works, or you're a seasoned tech investor / founder, we aim to bring you content that is insightful, simple and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Consider our first 5 episodes as the MVP before we step up our production quality; apologies if the video or audio quality is not great! Our following episodes will be much better quality. Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Major credit to those with rolling funds facilitating this advancement OR those mentioned in our podcast, including: Naval Ravikant, Cindy Bi, Sahil Lavingia, Immad Akhund, AngelList, Jesse Draper