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464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)
Manage episode 455765670 series 1547256
Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious. In this episode we cover:
- The Role of Customer Insights in Investment Decisions
- Han Shen's Investment Strategy and Focus on U.S. Market
- Investment Themes and Portfolio Construction
- Investment in We and Lessons Learned from China
- Founder Insights and Growth Potential
- Investment Framework and Underwriting
- Common Reasons for Company Failure
- Recommendations and Final Thoughts
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
859 episoder
464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Manage episode 455765670 series 1547256
Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious. In this episode we cover:
- The Role of Customer Insights in Investment Decisions
- Han Shen's Investment Strategy and Focus on U.S. Market
- Investment Themes and Portfolio Construction
- Investment in We and Lessons Learned from China
- Founder Insights and Growth Potential
- Investment Framework and Underwriting
- Common Reasons for Company Failure
- Recommendations and Final Thoughts
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
859 episoder
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