Shows
The FPC PodcastEpisode 26:Q&A with Ruben Niet, Founder & CEO of digitalAudience00:00 Introduction to digitalAudience and Its Journey02:50 Ruben Niet's Background and Insights05:54 The Concept of Data Collaboration08:59 Market Dynamics and Competition11:56 Growth and Expansion Plans15:00 Retail Media and Case Studies17:58 Amazon's Market Influence21:02 Google's Antitrust Trial and Industry Impact Hosted on Acast. See acast.com/privacy for more information.
2025-11-2832 minThe FPC PodcastEpisode 25: Q&A with Arthur Querou, Co-Founder & CEO of Vibe00:00 Introduction and Background of Vibe02:57 Recent Developments in AdTech06:06 Arthur's Entrepreneurial Journey09:02 Vibe's Growth Strategy and Funding12:03 Fixing AdTech: A New Approach14:57 Targeting the Long Tail of Advertisers18:02 Growth Metrics and Strategies21:04 Future Trajectory and Investor Expectations24:12 Hiring and Company Culture27:06 Parting Thoughts and Key Takeaways Hosted on Acast. See acast.com/privacy for more information.
2025-10-1538 minThe FPC PodcastEpisode 24: ATS / MadTechMoney round up & the latest M&A in AdTech00:00 Introduction and Overview of Recent M&A Activity02:49 Deep Intent's Acquisition and the Healthcare Ad Tech Landscape09:15 Bending Spoons Acquires Vimeo: A Strategic Move17:48 Digiseq's Acquisition by Hawk Infinity: A New Player in Ad Tech24:22 Streamr's Acquisition by Magnite: Expanding Creative Solutions26:50 Spaceback and Rembrandt Merger: Ambitious Plans Ahead28:44 Captify's Acquisition by Verve: Analyzing the Deal Hosted on Acast. See acast.com/privacy for more information.
2025-09-2534 min
The MadTech PodcastFirstPartyCapital’s Rich Ashton on Amazon and Google Misleading Advertisers, Amazon Joining Forces with Netflix, and the Latest Ad Tech M&AIn this MadTech Podcast episode, ExchangeWire editor Aimee Newell Tarín is joined by head of content John Still, and Rich Ashton, managing partner at FirstPartyCapital.
They look at the US Federal Trade Commission launching an investigation into whether Amazon and Google misled advertisers, and a new partnership which will bring Netflix’s premium ad inventory to Amazon’s DSP, Amazon Ads.
They also discuss the latest M&A activity in the ad tech scene, including Bending Spoons’ acquisition of Vimeo, and Vitruvian Partners buying a majority sake in healthcare DSP DeepIntent.
2025-09-1923 minThe FPC PodcastEpisode 23: ATS London / MadTechMoney 2025, joined by Rachel Smith CEO of ExchangeWire00:00 Welcome Back and Upcoming Events02:28 M&A Activity in European Ad Tech05:31 Trends in European Ad Tech Acquisitions09:01 Diversity of Acquirers in Ad Tech11:50 The Importance of Financial Conversations14:55 Merging MadTech Money with ATS London18:10 Panel Discussions and Key Topics21:06 Challenges in Ad Tech Financing23:53 Insights from Industry Leaders27:05 Future of Ad Tech and Investment Opportunities30:09 Closing Thoughts and Next Steps Hosted on Acast. See acast.com/privacy for more information.
2025-09-0435 min
EUVCE513 | Rich Ashton, FirstPartyCapital: Backing AdTech’s Trillion Dollar NicheIn this episode, sits down with to unpack the unique thesis behind , a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector.Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.Here’s what’s covered:04:07 Why AdTech is the Trillion Dollar Niche11:51 The Facebook & Google Dominance Myth12:22 Case Studies: Trade Desk, AppL...
2025-07-0529 min
The European VCRich Ashton, FirstPartyCapital: Backing AdTech’s Trillion Dollar NicheIn this episode, Andreas Munk Holm sits down with Rich Ashton to unpack the unique thesis behind FirstPartyCapital, a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector.Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.Here’s what’s covered:* 04:07 Why AdTech is the Trillion Dollar Niche* 11:51 The Facebook & Google Dominance Myth...
2025-07-0529 minThe FPC PodcastEpisode 22: Q&A with Rob McLaughlin, CEO & Co-founder, AUDIENCESChapters00:00 Introduction to Audiences and Its Mission02:48 The Importance of First-Party Data06:08 How Audiences Differentiates Itself08:57 Real-Time Data Access and Its Impact12:03 Competitive Landscape and Market Positioning14:49 Revenue Growth and Future Plans17:52 Strategic Partnerships and Opportunities21:12 Vision for the Future and Closing Thoughts Hosted on Acast. See acast.com/privacy for more information.
2025-07-0228 minThe FPC PodcastEpisode 21: FPC launches Fund 2 with a strategic investment from Index Exchange00:00 Introduction to Index Exchange and FPC Fund 205:11 Andrew Casale's Early Journey in Ad Tech09:54 The Evolution of Index Exchange14:59 Business Model and Market Strategy19:52 Trends in Ad Tech: AI and Sell-Side Curation25:03 Index's Corporate Dev Strategy and Potential IPO Plans29:52 Index's Strategic Investment into FirstPartyCapital Hosted on Acast. See acast.com/privacy for more information.
2025-06-1135 minThe FPC PodcastEpisode 20: Q&A with Brian Wieser, Founder of Madison and Wall 00:00 Introduction to Brian Wieser and His Background03:02 Impact of Tariffs on Digital Advertising05:45 De-globalization and Its Effects on Advertising09:13 Emerging Opportunities in European Markets12:05 Perception Issues in Advertising15:00 The Role of Advertising in Business17:54 The Future of Agencies and Services20:54 Under-appreciated Trends in Media and Advertising Hosted on Acast. See acast.com/privacy for more information.
2025-05-2137 minThe FPC PodcastEpisode 19: Matthew Goldhill, CEO of Picnic00:00 Introduction to Financial News and Guests01:26 M&A Activity in Ad Tech / Insights on Greenbids Acquisition10:02 Founder's Perspective on M&A14:09 Picnic's Fundraising Journey22:02 Shift to Media Quality at Picnic29:55 Ad Tech Partnerships and Curation36:05 Future of Picnic and Industry Trends Hosted on Acast. See acast.com/privacy for more information.
2025-05-1438 minThe FPC PodcastEpisode 18: Launch of FirstPartyStudio00:00 Introduction to FirstPartyStudio05:26 The Role of a Venture Studio12:35 Incubation and Innovation Strategies19:30 Building an Expert Network25:48 Investor Perspectives and SEIS Opportunities Hosted on Acast. See acast.com/privacy for more information.
2025-04-2936 minThe FPC PodcastEpisode 17: Q&A with Mark Zagorski, CEO of DoubleVerify00:00 Introduction to Mark Zagorski and DoubleVerify04:59 Mark's Journey in Ad Tech10:08 The Evolution of Ad Tech and DoubleVerify's Role15:10 M&A Strategy and Investment Insights19:56 DoubleVerify's Investment in FPC and Future Collaborations Hosted on Acast. See acast.com/privacy for more information.
2025-04-1630 minThe FPC PodcastEpisode 16: Q&A with Shane Shevlin, CEO & Co-Founder of Bedrock00:00 Navigating the Current Economic Landscape02:59 Shane Shevlin's Journey in Ad Tech05:53 The Impact of Recent M&A Activity08:58 Insights on WPP's Acquisition of Infosum11:48 The Future of M&A in Ad Tech15:08 The Rise of Curation in Ad Tech17:54 Bedrock Platform: A New Player in Ad Tech20:56 The Role of Bedrock in the Ad Tech Ecosystem24:05 The Future of Media Buying and Curation26:59 Investment Opportunities in Bedrock30:07 Conclusion and Future Outlook Hosted on Acast. See acast.com...
2025-04-0938 minThe FPC PodcastEpisode 15: Q&A with Mathieu Roche, CEO & Cofounder of ID500:00 Introduction and Industry News10:00 Mathieu Roche and ID5 Overview20:01 Funding Journey and Challenges24:04 Acquisitions and Market Trends31:56 Agency Success in Acquisitions Hosted on Acast. See acast.com/privacy for more information.
2025-03-2635 minThe FPC PodcastEpisode 14: Q&A with Anne Coghlan, COO & Cofounder of Scope300:00 Introduction to Scope3 and Anne Coghlan02:30 Anne's Journey in Ad Tech04:02 Scope3's Mission and Sustainability Focus06:42 Fundraising Experience in Ad Tech09:06 Latest Product Launches and Innovations13:22 The Role of Super Signal Aggregators18:31 Partnerships and Collaborations23:38 Future Vision and Market Positioning Hosted on Acast. See acast.com/privacy for more information.
2025-03-1935 minThe FPC PodcastEpisode 13: T-Mobile buys Blis, Publicis acquires Lotame, the evolution of Super Signal Aggregators (SSAs)00:00 Introduction and Overview of Recent Acquisitions01:25 T-Mobile's Acquisition of Bliss: A Strategic Move05:59 The Implications of T-Mobile's Strategy in Ad Tech11:50 Publicis Acquires Lotome: Industry Reactions14:12 Curation and the Evolution of Ad Tech19:00 The Rise of Sell-Side Curation26:26 Future Innovations in Ad Tech and Data Privacy32:21 AI in Ad Tech: Opportunities and Challenges Hosted on Acast. See acast.com/privacy for more information.
2025-03-1337 minThe FPC PodcastEpisode 12: Q&A with Keith Petri the CEO of Lockr (acquired by Viant this week!)Chapters00:00 Introduction03:00 IPO Trends in Ad Tech06:09 Mountain's IPO Plans and Market Dynamics08:59 DoubleVerify's Acquisition of Rockerbox11:56 The Evolution of Ad Tech and Signal Aggregation14:50 Keith's Journey with Lockr17:59 Navigating Privacy Regulations in Ad Tech20:56 The Role of Investors and The Importance of Good Communication 23:50 Lockr's Product Evolution27:01 Closing Thoughts and Future Outlook Hosted on Acast. See acast.com/privacy for more information.
2025-03-0540 minThe FPC PodcastEpisode 11: The FPC Origin Story & What's Next?Four years ago, we launched FirstPartyCapital with a simple but bold thesis: adtech and martech are massive, underserved markets going through fundamental change. Since then, we’ve backed 17 companies, built a community of 200+ industry insider investors, and proved that an operator-led, community-driven VC model can move the needle in early-stage investing.Chapters00:00 Introduction to FirstPartyCapital01:27 Origin Stories07:20 The Evolution of Ad Tech and Funding Challenges15:10 The Unique Approach of FirstPartyCapital30:29 Looking Ahead: Fund 2 and Future Plans Hosted on Acast. See ac...
2025-02-1838 minThe FPC PodcastEpisode 10: Stackadapt raises $235M, Kevel acquires Nexta and a Q&A with Paul Silver, Global President of Corp Dev, MIQ Chapters00:00 Intro01:20 StackAdapt's $235M Funding Round04:38 Insights on StackAdapt's Business Model07:08 Serving the SMB & indie agency segment12:47 Kevel's Acquisition of Nexta15:29 The Evolution of Retail Media and Commerce Media18:52 MIQ's Involvement in Retail Media24:25 MIQ's Corporate Development Strategy26:30 The Impact of AI on Advertising33:43 What's next for MIQ? Hosted on Acast. See acast.com/privacy for more information.
2025-02-1237 minThe FPC PodcastEpisode 9: tvScientific closes a $25M Series B, Outbrain completes the Teads acquisition, Coinbase acquired SpindlChapters00:00 Introduction and FPC Updates06:00 tvScientific's $25M Series B Funding Round12:01 Teads and Outbrain Acquisition merger17:03 Horizon's Strategic Expansion Plans25:07 Coinbase Acquires Spindl: A New Era in Web3 Advertising Hosted on Acast. See acast.com/privacy for more information.
2025-02-0538 minThe FPC PodcastEpisode 8: Q&A with Evorra's CEO, Aaron Ritoper00:00 Introduction to Evorra and Aaron Ritoper02:49 The Evolution of Data Privacy in Ad Tech06:11 Optimal's Series A Acceleration and Market Implications08:52 Evorra's Unique Selling Proposition in Data Collaboration11:56 Data Partnerships and Audience Activation14:49 AI's Role in Data Management and Optimisation20:54 The Impact of AI on Ad Tech and Market Dynamics27:02 Evorra's Growth Strategy and Future Outlook Hosted on Acast. See acast.com/privacy for more information.
2025-01-2937 minThe FPC PodcastEpisode 7: TTD acquires Sincera, OOH M&A bonanza, ROKT acquires mParticle, and LDC buys a minority stake in Precise TV00:00 2025 Financial Landscape: M&A and Funding Trends06:56 Trade Desk's Acquisition of Sincera: Implications and Insights14:08 Out of Home Advertising: T-Mobile acquires Vistar Media and Bauer acquires ClearChannel's Northern European business20:58 Emerging Trends in Ad Tech: Casino Vertical Ad Networks and Beyond Hosted on Acast. See acast.com/privacy for more information.
2025-01-2230 minThe FPC PodcastEpisode 6: Corporate Venture with Paul Kang, Head of Alternative Investments, Amplifi Global (Dentsu)Chapters00:00 Introduction and Industry Overview02:57 Paul Kang's Background and Role at Dentsu05:49 Recent M&A Activity in ad tech11:57 Impact of the Omnicom and IPG Merger18:01 Dentsu's Corporate VC Strategy30:14 The Algorithmic Era in AdvertisingAs Kevin Flood says, “the sun never sets on the ad tech horizon!" Hosted on Acast. See acast.com/privacy for more information.
2024-12-1836 minThe FPC PodcastEpisode 5: M&A Frenzy with Andrew Buckman, VP Marketing & Investor Relations, AzerionChapters00:00 Introduction 01:41 Andrew Buckman's Career Journey02:10 Experian's Acquisition of Audigent07:03 Insights on Experian's Strategy10:52 Channel Factory Rumuors and Valuation Discussion13:09 Holdco News: Omnicom and IPG Merger14:15 Impact of Omnicom and IPG Merger on the Industry20:43 Indie Agencies and Market Dynamics24:11 Azerion and the Goldbach Acquisition35:33 Strategic Partnerships and Future Outlook37:29 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.
2024-12-1140 minThe FPC PodcastEpisode 4: The Ad Tech M&A Journey with TapTap's CEO, Alvaro del CastilloSummaryAlvaro del Castillo, CEO of TapTap, shares insights from his journey scaling TapTap since 2010, the evolution of the ad tech landscape, and the playbook for scaling businesses in Europe. The conversation also highlights the growing interest from private equity firms in the ad tech space, as well as the explosion in strategic acquirers since 2021.We also discuss BedRock Platform's latest hire, Austin Scott, who has joined from Microsoft as Chief Commercial officer and co-founder.Chapters00:00 Introduction to the Podcast and...
2024-12-0439 minThe FPC PodcastEpisode 3: Is Bending Spoons The Next Adtech Powerhouse?SummaryAnother busy week for ad tech M&A! MediaOcean acquired Innovid for $500M, and Bending Spoons acquired Brightcove for $233M M&A activities.In funding news, Zeotap announced a $25M Series D, a combination of debt and equity, reportedly taking the total amount raised to $117M.We also examine the financial motivations behind the growing trend of Curation, and discuss Bedrock Platform's Closed Loop Curation approach.Chapters00:00 Introduction to Ad Tech Trends02:59 M&A...
2024-11-2737 minThe FPC PodcastEpisode 2: Mike Follett, CEO & Co-founder, LumenSummaryIn this episode of the FPC podcast, the team discusses the latest financial news in ad tech, focusing on mergers and acquisitions, the rise of Super Signal Aggregators (SSAs), and the verticalisation of ad networks. The conversation features insights from industry experts on the importance of data and attention technology, as well as the evolving landscape of B2B marketing. In this conversation, Mike Follett discusses the evolution of Lumen's partnerships, the importance of simplicity in ad tech, and how attention metrics correlate with brand uplift and profit. He emphasises the future focus...
2024-11-2038 minThe FPC PodcastEpisode 1: Launching The FPC podcastSummaryIn the inaugural episode of the FPC podcast, Rich, Ciaran and Alex discuss recent M&A activity, the emergence of super signal aggregators, and the potential impact of US election on the M&A landscape. They highlight the success of companies like AppLovin and The Trade Desk, delve into the growing retail media sector, and introduce Pixels, a company focused on transforming vertical video for the open web. The conversation emphasises the evolving nature of ad tech and the opportunities for investment and growth in the sector.Key TakeawaysM...
2024-11-1338 min
The CTV PodcastImproving 'Total' TV planning for advertising agencies with Mark Giblin, CEO, Lightbox TVIn Episode 1 of the CTV Podcast I am joined by Mark Giblin, Co-Founder & CEO of Lightbox TV, a technology company that has raised funds from both FirstPartyCapital and Aperiam Ventures to help improve 'total TV' planning for global advertising agencies.We cover a lot of ground, including:How the US and European CTV markets differ.How ad agencies are planning and buying CTV.How broadcasters are adopting programmatic trading.The future of CTV identity.Why CTV is changing the roles of DSPs and SSPs.The role of CTV for SMEs and performance ad buyers.And...
2024-07-3057 min
The MadTech PodcastThe MadTech Podcast Special LIVE: Cannes Social 2024In a special live recording of The MadTech Podcast Special at Cannes Social 2024 by ExchangeWire and FirstPartyCapital, ExchangeWire CEO Rachel Smith is joined by Luci Dalgety, global digital sponsorship lead, euronews, Mike Follett, MD, Lumen, and Michael Shang SVP, advertising technologies, StackAdapt, to discuss use of made-for-advertising (MFA) sites and global advertising revenue.
2024-06-2123 min
Digital Explained to my MomMartech in 2023 - Retail Media - Reverse ETL and Composable Technology - with Martech Expert Niklas NikolaidisFor the last episode of 2022, I am joined by Martech Expert: Niklas Nikolaidis. Niklas accepted the challenge to explain what he does in words our mom would understand.
Niklas is Partner at Arise Consulting Group (ARC) and Curamando where he works with business development around marketing technology ("Martech”) for clients and the 16 companies in ARC's consulting group.
During the conversation, we have talked about the exciting world of ‘Martech’ and all the changes we have seen over the past year
· The differences with Adtech.
· The rise of CDP and Reverse ETLs
· T...
2022-12-2346 min
The Voiro PodcastVoiro in London, World of AdTech, CTV Advertising, and Season 2 FinaleAnand Gopal is back from London for the finale of Season 2 of the Voiro Podcast. He and Kavita Shenoy break down all that’s happening in the mad world of ad tech and the key learnings from the UK’s media and ad tech space.⚡️Voiro at #MadtechMoney: Key Takeaways ⚡️Voiro at the DPP Leaders' Briefing 2022: Sustainability, Managing Workflows and Tech Transformation⚡️Challenges in CTV advertising landscape ⚡️The Voiro Podcast Season 2: Highlights
2022-11-2335 min
The Voiro PodcastYouTube Is King, Retail Media Ad Spend, And Streaming Vs CableThe Voiro Podcast | Season 2, Episode 2: As Voiro completes 8 years of its successful journey, for the first time ever we introduce one of Voiro’s Co-Founders, Anil Karat, to the podcast. In today’s episode Kavita Shenoy, Anand Gopal, and Anil Karat take a deep dive into several topics including:⚡️Why YouTube is still king of long-form content ⚡️Retail Media’s Ad Spending Forecast⚡️Cable TV vs. Streaming⚡️VC Interest in Non-US Ad Tech Markets
2022-08-2632 min
The Voiro PodcastProgrammatic Carbon Footprint, State Of Streaming, And Are We In A Media Reckoning?In this week’s podcast Anand Gopal, COO, Voiro, and Kavita Shenoy, CEO Voiro, talk about sustainability in programmatic advertising and further discuss how important it is to keep sustainability on our radar while the entire industry goes through tectonic shifts.https://newsletter.firstpartycapital.com/p/jeff-green-the-great-soothsayer-of?s=rThey also discuss an Accenture report by Neeraj Sharma on how the DNA of modern consumers is hard to understand. Anand explains how the way forward is to pay attention to the quality of recommendations to avoid consumer fatigue. He further points out that da...
2022-05-2029 min
The Voiro PodcastTVP - Week In Review - 20 May 2022In this week’s podcast Anand Gopal, COO, Voiro, and Kavita Shenoy, CEO Voiro, talk about sustainability in programmatic advertising and further discuss how important it is to keep sustainability on our radar while the entire industry goes through tectonic shifts.https://newsletter.firstpartycapital.com/p/jeff-green-the-great-soothsayer-of?s=rThey also discuss an Accenture report by Neeraj Sharma on how the DNA of modern consumers is hard to understand. Anand explains how the way forward is to pay attention to the quality of recommendations to avoid consumer fatigue. He further points out that data sharing ac...
2022-05-2029 min
The Voiro PodcastTVP - Week In Review - 13 May 2022This week, on one of the coldest days in May in Bangalore, Anand Gopal, COO Voiro and Kavita Shenoy, CEO Voiro, talk about what’s happening and trending in the AdTech space and the major drivers of growth. Catch their views on the importance of content and consumerism and their key takeaways from the Ad:Tech 2022 event at Delhi. They also talk about IPL Fatigue, Metaverse, and the impact of password sharing on streaming services revenues. Catch this and much more to know what’s happening on the airwaves of Voiro. Tune in for an in-depth analysis of key tren...
2022-05-1321 min
The Voiro PodcastOTT Hates Password Sharing, IPL Ad Trends, TikTok’s InfluenceThis week, on one of the coldest days in May in Bangalore, Anand Gopal, COO Voiro and Kavita Shenoy, CEO Voiro, talk about what’s happening and trending in the AdTech space and the major drivers of growth. Catch their views on the importance of content and consumerism and their key takeaways from the Ad:Tech 2022 event at Delhi. They also talk about IPL Fatigue, Metaverse, and the impact of password sharing on streaming services revenues. Catch this and much more to know what’s happening on the airwaves of Voiro. Tune in for an in-depth analysis of key tren...
2022-05-1321 min