Bio: Ross is a founder, engineer, and early-stage technology investor who focuses on helping significant ideas scale up. He believes in working with "amazing people who build products indistinguishable from magic." His unique strength lies in connecting people.
Episode Summary:
In this episode, we sit down with Ross Fubini to discuss his journey from building companies to investing in them. Ross shares how he developed the thesis for XYZ, a fund that invests in founders tackling big problems across sectors like public policy, fintech, and climate. We'll explore what it means to make "seismic shifts in society" and what sets founders who "make doing the work their unfair advantage" apart from the rest.
Key Discussion Points:
From Builder to Investor: What inspired Ross to transition from engineering to venture capital.
The XYZ Thesis: A deep dive into the fund's investment strategy and how it differs from other early-stage firms.
The "2nd Derivative of Investments": Ross explains this unique investment concept and how he applies it to his decision-making.
Public Sector Impact: How the public sector ecosystem influences private sector investment decisions.
LP Reporting: Ross shares insights on how to structure effective quarterly reports and what Limited Partners truly value.
The Deal Review Process: A look at the critical factors Ross evaluates when deciding to invest in a founder.
Founder Mindset: The non-negotiable behaviors and traits Ross looks for in an early-stage founder.
Investing in Volatility: A discussion on how funds can pivot and refine their strategies in a challenging macro environment.
Learn More About Ross and XYZ:
Ross Fubini's LinkedIn: https://www.linkedin.com/in/fubini/
XYZ Venture Capital Website: http://www.xyz.vc
The views expressed are for informational purposes only and not financial or legal advice. Opinions are my own and do not reflect those of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Consult a professional for your specific situation.
