Nick & Beezer go inside their recent conversation with Jason Shuman and Will Quist to discuss the right way to be a contrarian investor, how to do no harm as a VC, and dive into the answer to their burning question: do VCs actually add value?
Learn more about Sapphire Partners:
https://sapphireventures.com/sapphire-partners/
Learn more about Notation Capital:
https://notation.vc/
Learn more about Primary:
https://www.primary.vc/
Learn more about Slow Ventures:
https://slow.co/
CHAPTERS:
00:00-Introduction & The Burning Question
06:06-Will & Jason Intros
09:13-Defining the S Curve
11:06-Positioning Your Firm to Win
15:08-Identifying Winners on Day Zero
18:31-Being Non-Consensus and Right
25:46-What is the Value Add of VCs?
32:43-Setting KPIs
35:36-”You Sell Something”
38:30-Outro