31 episodes

A place to talk about startups, venture capital and tech. For a full download, double-click on sandhillroad.io

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    • 5.0 • 2 Ratings

A place to talk about startups, venture capital and tech. For a full download, double-click on sandhillroad.io

    E32 Incubating a space factory at Founders Fund with Delian Asparouhov

    E32 Incubating a space factory at Founders Fund with Delian Asparouhov

    00:00 Intro 

    00:24 Welcome to Miami 

    01:08 Operators Podcast 

    03:21 Finding the right guests 

    06:54 Delian’s founder/operator 

    08:22 Cohort analysis with Keith at Square 

    10:30 Nightingale  

    12:24 Operating experience at Teespring 

    14:24 Varda Space 

    17:45 Splitting time between Varda and FF 

    19:45 Varda Space incubation 

    23:50 Delian as an investor at Founders Fund 

    27:07 Faire 

    30:56 Tiger Global and the rise of crossover funds 

    35:31 Hyperscaling 

    36:45 Moving to Miami  

    39:45 Keeping up with Delian

    • 40 min
    E31 Building the future of remote work with Remote.com founder Job van der Voort

    E31 Building the future of remote work with Remote.com founder Job van der Voort

    In this episode, Erasmus Elsner is talking to Remote.com founder Job van der Voort about building the future of remote work.

    0:00 Intro 

    00:49 The first two years of Remote 

    02:19 Preparing for the perfect Storm at Gitlab 

    06:17 Leaving Gitlab 

    10:47 Business model 

    14:10 Legal war chest 

    15:20 Fintech-payment layer 

    16:20 SaaS layer 

    17:52 Pricing 

    19:47 Competitive landscape 

    24:12 Seed round 

    25:42 Series A 

    28:37 Remote best practices 

    31:52 Enabling random bump ins 

    34:07 The remote company handbook or “bible” 

    35:23 Remote company stack 

    36:20 Asynchronous vs. synchronous work 

    40:19 Remote for startups

    • 41 min
    E30 Fintech investing with Better Tomorrow Ventures co-founder Sheel Mohnot

    E30 Fintech investing with Better Tomorrow Ventures co-founder Sheel Mohnot

    In this episode, Erasmus Elsner is talking to Sheel Mohnot, co-founder of Better Tomorrow Ventures about his journey as a founder, angel investor and co-founder of Better Tomorrow Ventures.  

    00:00 Intro 

    01:11 Guest appearance on a Justin Bieber/Ariana Grande music video 

    03:16 The “pronoia” mindest 

    03:16 The “pronoia” mindest 

    05:04 Sheel’s background 

    07:56 The Pitch 

    12:12 Investing with founder authority 

    14:16 500 Startups fintech fund 

    18:25 Fintech thesis and sector evolution 

    22:09 Fintech backend 

    23:43 Better Tommorrow Ventures 

    29:24 Differentiation 

    32:52 Reserve capital 

    34:52 The good, the bad and the ugly investments 

    37:40 Sheel-defining investment 

    41:10 …the bad and the ugly

    • 43 min
    E29 "Billon Dollar Loser" author Reeves Wiedeman on the epic rise and fall of WeWork

    E29 "Billon Dollar Loser" author Reeves Wiedeman on the epic rise and fall of WeWork

    In this episode, Erasmus Elsner is talking to Reeves Wiedeman, author of "Billion Dollar Loser: the epic rise and fall of WeWork".  

    00:00 Adam's intro 

    01:11 Intro 

    01:38 Adam Neumann 

    04:11 Adam's art of persuasion 

    05:41 Book title 

    08:10 Writing process 

    13:01 WeWork evolution and business model 

    16:21 Tech vs. real estate company 

    19:25 WeWork community 

    22:01 WeWork funding journey 

    25:11 JPMorgan round 

    26:50 Masa and the Softbank round 

    30:39 Acquisitions and side businesses 

    33:16 Valuation and comps 

    36:59 Public persona and IPOs 

    38:50 WeWork today 

    40:07 Staying in touch with Reeves

    • 41 min
    E28 Inside DCM’s Record IPO Streak with Kyle Lui, Partner at DCM

    E28 Inside DCM’s Record IPO Streak with Kyle Lui, Partner at DCM

    In this episode, Erasmus Elsner is talking to Kyle Lui, Partner at DCM, about the recent IPO roll that DCM has been on. The Menlo Park-based firm has generated a 61x return on investments that have gone public in the past two years. Kuaishou is the standout, with its market cap to entry valuation at 2,000x.  

    00:00​​ Intro 

    00:50 Who is Kyle Lui 

    01:33 Intro to DCM  

    03:30 DCM IX and the A-Fund  

    05:36 Differentiation through US-Asia angle 

    07:45 DCM's Japan strategy 

    08:48 DCM's recent roll 

    10:00 Biggest winner Kuaishou 

    11:07 All three sides of the table 

    14:01 Choicepass 

    15:36 First 5 years at DCM 

    18:52 Docsend investment 

    21:47 Lime investment 

    23:57 Him’s and Hers investment 

    26:05 D2C unit economics 

    28:13 Keeping up with what Kyle is up to 

    29:33 Kyle's investment focus areas

    • 31 min
    E27 Replacing PDF attachments one Docsend at a time with founder and CEO Russ Heddleston

    E27 Replacing PDF attachments one Docsend at a time with founder and CEO Russ Heddleston

    In this episode, Erasmus Elsner is talking to Russ Heddleston, founder of Docsend. The episode was recorded one month before the announcement that DocSend would be acquired by Dropbox for $165m.  

    00:00​​ Intro 

    00:37 What is Docsend 

    01:51 Selling Pursuit to Facebook in a talent acquisition 

    04:12 Leaving Facebook and starting Docsend 

    07:03 Product idea 

    09:00 Fundraising for Pursuit 

    12:53 Fundraising for Docsend 

    14:17 Series A 

    17:34 Docsend product 

    20:39 Initial startup client segment 

    22:29 Docsend fundraising network 

    25:20 Expanding from initial client segment 

    29:51 Docsend Spaces 

    33:07 Pricing strategy 

    37:50 Next steps for Docsend 

    39:50 Competing with Intralinks 

    41:00 Scaling up Docsend 

    42:29 Remote work at Docsend 

    43:29 Call to action

    • 45 min

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