This podcast episode features a deep dive into the strategies and philosophies behind Volition Capital, led by co-founders Larry Cheng and Sean Cantwell. The conversation spans their journey from Fidelity Ventures to establishing their own growth equity firm, discussing the significance of capital efficiency and a contrarian investment approach in their success. They emphasize the importance of relationship-building with founders, the unique risk-adjusted upside model, and the constant advancement in technology, particularly in payments and artificial intelligence. The episode underscores how leveraging individual differences and maintaining core values has shaped their impactful partnership and led to significant achievements within their firm.
