This interview podcast features a conversation between David Weisburd and a speaker from Industry Ventures, discussing the firm's investment strategies, particularly co-investments. The speaker details Industry Ventures' history, AUM, and evolution from a secondary firm to incorporating direct investments. They explore the differences in mindset between seed and later-stage investing, the importance of customer validation, and the credibility of fund managers. The discussion covers the diligence process, the value of insider information, and the challenges emerging managers face when competing with larger firms. The speaker also shares personal lessons learned and advice for both emerging managers and those in direct investing roles, emphasizing the significance of identifying "N of 1" companies and focusing on unscalable value propositions.
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