Liz Christo is a Partner at Stage 2 Capital, the fund headed by Mark Roberge, the founding CRO at HubSpot.

Before Stage 2, Liz spent 6 years at OpenView leading the Expansion Platform working with the likes of Calendly, Expensify & DataDog.

Prior to that, Liz spent a decade as an operator and was the AVP of BD at NetSuite, launching and scaling NetSuite’s BDR team to a 170-person global organisation.

This is a sales focused episode where we explore everything from defining a playbook, tweaking for PLG when doing sales led growth, compensation planning, how to best prospect and so much more. It’s a must listen for any early stage founder to build out an early sales team.

Will Bennett and Sivesh Sukumar are investors at Seedcamp and Balderton Capital, two premier European VC firms.

Balderton has been investing in Europe for more than 20 years having one of the best portfolios in the continent including companies like Revolut, Dream Games, Contentful and Aircall, spurred by two funds, early and growth, and the ability to write checks up to $60m.

Seedcamp is now on its 6th fund of $180m, writing up to $1m cheques across sectors. It’s third fund is recognised as one of the best performing globally, with six unicorns in its portfolio, also including Revolut, wefox and UiPath.

Brought to you by TAV, Will and Sivesh join Jack and Rich to discuss everything AI; how emerging startups can get an edge on incumbents, distribution, domination of models, regulation, whether we’re in a hype cycle or not and so much more.

Harrison Rose is an extraordinary entrepreneur having founded Paddle, the unicorn payments infrastructure provider for SaaS companies that has raised over $300m from Notion, KKR, FTV Capital, Kindred and 83North.

Harrison left Paddle in 2022 to pursue his next venture, Goodfit, a platform that maximises sales & marketing efficiency with commercial data.

Brought to you by TAV, Harrison joins Jack and Rich to discuss his journey as an 18 year old founder straight out of school, honing ICPs, wearing many different hats as a founder, the decision to leave Paddle and so much more.

James Peyer is the CEO and founder of Cambrian Bio, a company that develops therapeutics targeting key biological pathways that decline or malfunction with age to create medicines that have the potential to treat and prevent some of today's most debilitating diseases.

Cambrian is viewed as one of the most exciting biotech companies around, raising $160m in the last 5 years.

Brought to you by TAV, James joins Jack and Rich to discuss his personal journey, longevity, Cambrian's journey to human trials, regulatory considerations and so much more.

Chris Tottman was part of the founding team at MessageLabs, a cybersecurity startup offering email scanning for viruses and spam which grew from £0-£150m in ARR in 7 years, being acquired by Symantec for $695m.

The day after the acquisition announcement, the founding team formed Notion Capital where Chris is a Founding Partner. Notion is one of the first true operator led VC firms in Europe with €1.2bn AUM having backed the likes of GoCardless, Paddle, CurrencyCloud, Mews and more.

Brought to you by TAV, Chris joins Jack and Rich to discuss his journey, the GTM motions of MessageLabs, implementing a good culture when hyperscaling, what makes a good investor, board experience and so much more.

Markus Fuhrmann is a serial entrepreneur founding Delivery Hero, the global food delivery platform that's transformed how people order and receive meals. DeliveryHero is a company with a $6bn market cap today, operating in over 50 countries and partnering with hundreds of thousands of restaurants worldwide.

Beyond Delivery Hero, Markus is also a founding partner at Cavalry and Bitkraft Ventures, early stage venture firms focusing on enterprise and gaming respectively.

He’s also now the founder of Gropyus, a proposition that streamlines housing construction.

Brought to you by TAV, Markus joins Jack and Rich to discuss his journey, the buy and build model, quick commerce today and making the switch from operator to investor, and then back again.

Dan Chaplin is a Partner at Dawn Capital.

Dawn Capital is one of Europe’s leading specialist B2B software investors, announcing a $700m fund in September 2023 to invest in the next generation of global software leaders.

Dan leads on all things fintech with a particular interest in payments, credit, digital assets and infrastructure platforms and has subsequently led on investments including open banking leader Tink, digital assets infrastructure platform Copper, as well as Cover Genius, Elwood, Billie, Access Fintech and OpenGamma.

This episode really drills into fintech where we discuss:

• Whether it's becoming more of a value sector
• Whether Dan prefers products that have broad market appeal at low margins, vs those narrower market appeal and much higher margins
• Profitability expectations
• Unit economics across a company’s lifecycle
• Fragmentation across the US and Europe
• Regulation
• Board learnings

Ertan Can is the Founder of Multiple Capital.

Multiple Capital invests in micro and seed-stage venture capital funds globally with a focus on European managers, frequently solo fund managers in niche geographies and verticals that are often overlooked.

The firm has backed Nathan Beniach’s Air Street Capital, which recently raised its second fund of $121m and Angular Ventures, the deep tech fund backing companies out of Tel Aviv and London.

Subsequently, their euros have been invested into category-defining companies such as UiPath and Sorare, $43bn and $4.3bn enterprise value companies respectively.

We discuss:

• What is an 'emerging manager' and when does a manager move from emerging to established?
• Preferred portfolio construction
• Why does backing emerging managers matter when venture tends to favour those who have already been successful?
• What does an investable / great emerging manager look like?
• What signs does Ertan look out for to decide when to stop investing in an emerging manager?
• The different challenges a manager has to face as he/she moves from 1st fund to 2nd fund to 3rd fund and so on
• The parallels between emerging/established GPs and emerging/established LPs