20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Taught Me About Company Building and Investing | How to Analyse Valuation, Market Timing, Sizing and Exiting | Life Inside Alphabet's $7BN Growth Fund
This podcast episode dives deep into the complexities of venture capital, specifically focusing on the pivotal moments associated with company expansion, the significance of founder-led organizations, and the art of evaluating potential amidst market volatility. Laela stresses the importance of using disciplined underwriting centered around core business strengths, while addressing essential growth timing, resource allocation, and the often-overlooked challenges of second acts. The discussion provides invaluable insights into market dynamics, leadership qualities, and the critical roles played by patience and conviction in achieving long-term success in a transformed economic landscape.
