Episodios

  • Krista Morgan: Stage Fund

    Krista Morgan: Stage Fund
    May 22 2025
    In this episode, Joel Palathinkal chats with Krista Morgan about her transition from private equity to launching Stage Fund. They discuss the challenges of starting the fund, the role of family dynamics in business, and Stage Fund's acquisition and restructuring strategy, highlighted by a retail tech case study. The conversation covers founders' roles post-acquisition, creative deal structures, and asset disposition strategies. They also explore roll-ups in private equity, control investments, and leveraging platforms for deal sourcing. Krista shares insights on engaging Limited Partners, syndicating with high-net-worth individuals, and future fund structure trends.
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    50 m
  • Victor Kwok: Stealth AI Company

    Victor Kwok: Stealth AI Company
    May 20 2025
    Join Joel Palathinkal and Victor Kwok as they explore Victor's journey in founding VantagePoint and his AI investment thesis. They discuss AI's potential to disrupt industries, legal risks for CFOs, and finance considerations for startups. The episode covers insurance essentials, co-founder dynamics, and crafting strong investment theses. Delve into AI applications in healthcare, focusing on predictive analysis and at-home testing, and discuss the evolution of AI-human interaction, healthcare innovation challenges, and ethical considerations. Joel and Victor conclude with AI's role in futuristic concepts and key takeaways from their conversation.
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    43 m
  • Akira Dunham: Fundomo

    Akira Dunham: Fundomo
    May 19 2025
    Joel Palathinkal sits down with Akira Dunham from Fundomo to discuss her multicultural journey into venture capital and her roles at Hillside Ventures and Connecticut Innovations. They explore Connecticut Innovations' commitment to diverse founders and the evergreen fund, along with their international investment strategies in Israel and Toronto. The conversation delves into the tech ecosystem in Connecticut, focusing on Climate Haven, New Haven's biotech scene, and quantum computing initiatives. They also cover future trends in AI, energy, and human-computer interfaces, as well as innovations in urban planning and mobility. Akira shares advice on entering venture capital and discusses career opportunities in India, Canada, and Israel.
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    47 m
  • Olaf Sakkers: RedBlue Capital

    Olaf Sakkers: RedBlue Capital
    May 18 2025
    Joel Palathinkal talks to Olaf Sakkers about the future of electric vehicles and transportation. Olaf shares insights on mobility startups, especially in South Africa's tech scene, and discusses challenges for Japanese carmakers. They explore strategies for evaluating startups, due diligence, and networking for fund managers. The episode highlights relationship-building with Limited Partners (LPs), co-investment strategies, and creative LP engagement. It wraps up with thoughts on trust, communication, and enjoying work, with a mention of NVIDIA's founder.
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    54 m
  • Anton Belyakov: Flashpoint Ventures and AI in VC

    Anton Belyakov: Flashpoint Ventures and AI in VC
    May 17 2025
    Joel Palathinkal engages with Anton to discuss his transition from physics to finance and his journey in venture capital. Anton elaborates on his investment strategy with a global perspective, distinguishing between prop desk and typical trading desk operations. The episode delves into portfolio management tactics and contrasts business management with scientific experimentation. Anton shares insights on trends in private equity and highlights Flashpoint's AI-focused investment approach. They explore social responsibility in B2B software evaluation and how to discern true AI innovation. The conversation touches on AI applications in niche markets, founder-product fit, and offers guidance for fund managers, emphasizing the importance of perpetual learning.
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    36 m
  • Nathan Lian: Pareto VC

    Nathan Lian: Pareto VC
    May 16 2025
    Joel Palathinkal explores the intersection of AI and biotech with Nathan Lian from Pareto VC. Nathan discusses his career journey and investment strategies in deep tech and biotech. They delve into AI's role in drug discovery, lab experiments, and the PH fellowship's goals and selection process. The conversation highlights opportunities in synthetic biology, longevity, health tech, and behavioral psychology. They also address challenges in real-time health data and continuous monitoring, emphasizing user experience in health predictive analytics. This episode offers a comprehensive look at the future of biotech investments.
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    38 m
  • Josh Payne: Opensky Ventures

    Josh Payne: Opensky Ventures
    May 15 2025
    Joel Palathinkal chats with Josh Payne about his journey from entrepreneur to venture capitalist. They delve into earn-outs in acquisitions, Josh's role as an angel investor, and strategies for building an LP pipeline. The episode explores brand building for funds, deal sourcing for emerging managers, and Nashville's tech and VC scene. They discuss OpenSky's pre-seed investment strategy, comparing KPIs for pre-seed versus seed investments, and evaluate DTC brands and marketing strategies. Concluding with quarterly learnings, this episode offers valuable insights for aspiring investors.
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    45 m
  • Vishal Tripathi: Olive Partners Management

    Vishal Tripathi: Olive Partners Management
    May 15 2025
    Joel Palathinkal welcomes Vishal to explore his venture capital journey and the founding of Next Legacy. They discuss the unique roles athletes and celebrities play in venture capital, highlighting Next Play University and community-building initiatives. Vishal elaborates on successful athlete investors and the leadership skills they bring, including asset allocation strategies for LPs. The conversation delves into patterns and challenges in fundraising for venture funds, with insights on emerging managers and celebrities transitioning into corporate roles. Vishal shares advice on transferable skills and sector curiosity for fund managers. The episode concludes with closing remarks and expressions of appreciation.
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    41 m
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