A Deep Dive into Thrive Capital's Investment Strategy

Описание: Today we're joined by Kareem of Thrive Capital for one of the most extensive conversations we've had on the show—we cover the core insight that drove Thrive to invest in late-stage companies like Stripe and Slack, how they approach thinking about fund size and timing, the benefits of a concentrated portfolio, and more. If you’re looking to improve your sourcing, tracking, and due diligence, check out: https://synaptic.com/turpentine

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SPONSORS:

Synaptic unifies over one hundred real-time company performance metrics across alternative datasets like user traffic, employee data, app downloads, product reviews, and more. It’s your all-in-one source for alternative data that helps you make better investment decisions. To learn how Synaptic can improve your sourcing, tracking, and due diligence, visit https://synaptic.com/turpentine

Oracle Cloud Infrastructure (OCI) is a single platform for your infrastructure, database, application development, and AI needs. OCI has four to eight times the bandwidth of other clouds; offers one consistent price, instead of variable regional pricing; and of course nobody does data better than Oracle. If you want to do more and spend less, take a free test drive of OCI at https://oracle.com/turpentine.

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RELATED SHOWS:

If you like Turpentine VC, check out our show The Limited Partner with David Weisburd, where David talks to the investors behind the investors: https://link.chtbl.com/thelimitedpartner

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X / TWITTER:

@kareemszaki (Kareem)
@ThriveCapital (Thrive Capital)
@eriktorenberg (Erik)
@TurpentineVC

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TIMESTAMPS:

(00:00) Intro
(3:03) How does Thrive balance an opportunistic vs a focused approach
(07:01) Thrive's structure and core insights
(14:57) Sponsor: Synaptic
(15:50) On Thrive's DNA
(18:06) Kareem's insights on selling
(24:01) Thrive's history
(29:45) Sponsor: Oracle
(33:10) Kareem's insights on the impact team
(36:21) On incubations
(39:45) On regulated or capital intensive industries
(43:06) Thrive and healthcare
(49:37) How does Thrive think about macro?
(53:14]) The future of Thrive
(55:25) Kareem on making bets on young people and cultivating talent

Music licenses:
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