Shows
Unlimited PartnersAlexander Campbell of Rose.AI | Understanding Markets and Self Through DataThis week's Unlimited Partner is Alexander Campbell of Rose.AI a "cloud data platform designed to help users find, engage, visualize and share data". Alex got his start at Lehman Brothers just before they collapsed. He learned a lot during that time about what not to do, and having a longer term data set to backtest trades. He then moved Bridgewater Associates where he became the Head of Commodities group. He then launched Black Snow, a global macro hedge fund until 2022 when he dove into AI technology with all his learnings to date. Seeing AI as the way of...2023-02-071h 10Unlimited PartnersSemil Shah GP Haystack Ventures | How One of the Best Seed-Stage Investors Operates as a GP (Figma, HashiCorp, DoorDash, Instacart)This week's Unlimited Partner is Semil Shah the GP for Haystack Ventures, one of the best performing seed-stage funds around. see: DoorDash, Instacart, Figma, Opendoor, HashiCorp, Carta, People.ai among others. Semil gives great insight into how he is as a leader, investor, parent. He's calm, structured, thoughtful and measured in his responses.
Also, check out our Youtube page for some new video clips of Thomas and Semil!
Haystack site
Semil's LinkedIn
Semil's Twitter
Topics Include:
-Fear as a motivator
-HashiCorp
-Infrastructure as s...2022-12-2058 minUnlimited PartnersZenbusiness Co-Founders Rafael Lopez and JC Glancy on Persevering to Build a Platform for Day One EntrepreneursThis week's Unlimited Partners are Rafael Lopez and JC Glancy of Zenbusiness, a platform that helps SMB users automate their business needs. They've been known to be a LegalZoom killer.
Today's episode is a bit of a pivot from us at Unlimited Partners. We recorded a 2 hour long convo and cut out the fluff to bring you a 25 min excerp, narrated by Thomas McGannon. At some point we plan to upload the full interview.
Links:
Thomas McGannon LinkedIn
Follow us on social media:
Like and subscribe and all that...2022-12-1525 minUnlimited PartnersDivergent Capital | Lucy Wang & Katie Shea, What's It Like To Be a Pre-Seed Machine Learning Venture Capitalist?This week's Unlimited Partners are Lucy Wang and Katie Shea of Divergent Capital. They are both Co-Founders and General Partners. Divergent is a "first check investor backing teams taking deeply technical and scientific innovations to market with unique insights on business models and GTM beyond just enterprise and SaaS."
Topics Include:
Lucy's background, growing up in Wuhan, China and emigrated to the US when she was 12, learning English in 7th grade
Starting at Bridgewater and not liking finance, going to grad school and getting her Masters in Machine Learning
Learning about AI in 2012, and moving to...2022-11-291h 08Unlimited PartnersMatt Gialich (Co Founder/CEO of AstroForge) & Joe Wilson (Founder of Undeterred Capital) | Day One Partners on a Mission That Could Change EverythingThis week's Unlimited Partners are Matt Gialich and Joe Wilson, Co-Founder at AstroForge and MP at Undeterred Capital respectively. Matt had been working on a submarine project and decided to pivot to freaking astro mining! How cool is that? Joe and Undeterred stepped into become the first investors on the cap table. This is an amazing conversation. How did they get funding? How does Matt know this can work? Oh man we think this is one of our favorite convos we've had to date. If this company is successful it would easily be one of the wealthiest on the...2022-11-091h 43Unlimited PartnersBen Dahl, Co Founder of Unspam and Managing Director of Signal Peak | Cloudflare and the People Who Made the Internet a Better PlaceThis week's Unlimited Partner is Ben Dahl , an early-stage investor based in Salt Lake City. He is a Managing Director at Signal Peak Ventures, a $500M fund which specializes in relatively underserved geographies around the United States. He was also the Co-Founder at Unspam, which was the predecessor company that led to Cloudflare. He held a board seat there for over 8 years, and now at SPV is participating in a $1.25B fund launched by Cloudflare to support companies who are building on their workers platform.
Topics Include:
Growing up in Utah and being told to pursue...2022-11-031h 31Unlimited PartnersHeather Loomis Tighe, Family Office Strategist & Advisor (BlackRock, JP Morgan); Lessons from One of the World's BestThis week's Unlimited Partner is Heather Loomis Tighe a Venture Capital Advisor and Partner and Strategic Advisor to Family Offices. She has made quite the name for herself in the fixed income world over the past 20 years. From Blackrock (Head of West coast institutional family offices), JP Morgan Chase (fixed income manager overseeing a portfolio of $13B), she has a plethora of knowledge which she was willing to share with us.
Topics Include:
Being an Environmentalist and thinking about the future
Her career arc from being an English major at Duke University to trading Equity Securities t...2022-10-251h 07Unlimited PartnersEpisode 25! What We've Learned -- with Brent Beshore, Amanda Groves, Tripp Jones and Kyle HarrisonThis is the episode where we go back and hear some gems from some of our favorite guests so far. Kind of like when your favorite tv show of the 90s put out a recap of best-ofs and passed it off as a new episode. We've had an incredible amount of soundbites and we welcome you to go back and listen to our growing catalog of guests. Here's a brief compilation of some of our favorites.
We'd also like to thank our newest member of the team Rami Adi for helping us out the past few months...2022-10-1829 minUnlimited PartnersPaul Santos, Founder of Wavemaker Partners (Singapore) | Investing into Southeast Asia & Going Further Together, Than Faster AloneToday's Unlimited Partner is Paul Santos Founder and Managing Partner at Wavemaker Partners, a VC fund based in Singapore. He's built one of the best performing VC funds by finding a great niche in SE Asia. Wavemaker is based in Singapore. His leadership skills and wisdom are very apparent while listening to this discussion, it's no wonder his reputation is so high. Thomas recently visited SE Asia and almost everyone he met said he needed to talk with Paul.
"Wavemaker Group is a multi-faceted cross border venture capital firm founded in 2003. The firm is dual headquartered in L...2022-10-071h 25
ACQ2 by AcquiredKindergarten Ventures’ Vanta investment, and building a new Strategy for Venture (with Thomas McGannon)Kindergarten Ventures LP (and fellow podcast host over at Unlimited Partners) Thomas McGannon interviews David about Kindergarten’s investment thesis for their recent large investment in Vanta. Along the way they discuss KV’s overall strategy, how it fits into Acquired, and why it’s “accidentally” become the best answer David has ever had to “why should a great founder take my capital?”Links:The 2022 Acquired SurveyVanta!Kindergarten Ventures on AngelListSponsors:Plaid: https://plaid.comNote: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment...2022-10-031h 35Unlimited PartnersJenny Bloom, Former CFO at MailChimp & Zapier | Tegus Talks w/ Akash Khanolkar (Octane), Jenny Bloom, Thomas McGannonToday is a first for UP. We share our favorite use case for Tegus - connecting our partners with industry legends! We sit down with Jenny Bloom (former CFO of MailChimp and Zapier) and Akash Khanolkar (Co-Founder of Octane). We get a great deep dive into how MailChimp and Zapier became successful. We get into how Jenny was able to lead and make pivotal decisions along the way. For any SaaS business leader, this is a great podcast to listen to. IOHO! (In our honest opinion!)
Topics Include:
Jenny Bloom's intro - Starting as a fractional...2022-09-2756 minUnlimited PartnersDavid Rosenthal, Acquired / Kindergarten Ventures | Why They Invested in Vanta, an Automated Compliance CompanyToday is a special episode of UP with our first returning guest David Rosenthal from the Acquired Podcast (Ben Gilbert and David Rosenthal)! David also started a venture fund called Kindergarten Ventures with his friend (from kindergarten) Nat Manning (Kettle).
Thomas and David discuss their investment in Vanta, an automated compliance company which "helps companies scale security practices and automate compliance for the industry’s most sought after standards - SOC 2, ISO 27001, HIPAA, PCI DSS, GDPR, and CCPA."
Topics Include:
-David and Thomas' investing thought processes
-Software eating the world
...2022-09-201h 55Unlimited PartnersJake Beebe CEO AllRec Awards | What Actually is Good Company Culture?Today's Unlimited Partner is Jake Beebe, CEO of AllRec Awards, a manufacturing provider of letterman jackets and Scholastic awards and apparel based in Waco, TX servicing the southern United States.
Topics include:
Morgan Housel The Psychology of Money
Key quotes from Jake's grandfather "People don't decide their futures, they decide their habits, and their habits decide their futures" and "Just work hard. If you don't work harder than everyone that's on you because you can control that."
Celebrating youth sports
Jory Caulkins founder of Enduring Companies
What it takes to build a company
How to build a...2022-09-1355 minUnlimited PartnersSteve Ressler, Co-Founder The Brydon Group | What Is It Like to Operate an ETA (Search) Fund?Today's Unlimited Partner is Steve Ressler, Co-Founder of The Brydon Group, an ETA fund focused on "partnering with outstanding entrepreneurs to acquire small businesses. We invest in significant stakes in traditional searches and through our Brydon Entrepreneurs in Residence (EIR) program. We bring our experience and expertise from CEO roles, large cap private equity, and bulge bracket banking to search. Our founders have made over 70 investments in supporting searchers across a range of industries and geographies."
Their fund has the board member retired Army General Stanley McChrystal
Topics include:
Growing up as an IRS "...2022-09-061h 12Unlimited PartnersKyle Harrison, GP at Contrary | Cinematographer Turned Investor, Time as a Resource, Ramp, Pave and Investing in TalentToday's Unlimited Partner is Kyle Harrison, General Partner at Contrary, a venture fund that "identifies and invests in the world’s top talent. Backed by iconic founders from Tesla, Airbnb, Facebook, and more" in early stage rounds. Kyle joined to lead their Breakout Fund. He's also a writer with his blog Investing 101 2.0 where he tackles investing from different angles.
Topics include:
Time as a resource, measuring your performance (The Natural Selection of Time) by Kyle Harrison
Rome Research note taking app
Kyle's career as an Investor at TCV, Coatue, Index, Contrary
His videographer's background in college
The...2022-08-301h 33Unlimited PartnersJake Hoffberg of Equifund | How a Jazz Musician Got into Publishing; Private Equity Crowdfunding in the Digital AgeToday's Unlimited Partner is Jake Hoffberg the Publisher for Equifund, which helps "retail investors diversify their portfolio, increase passive income, and grow their net worth using private market investments. Companies can use Equifund’s technology to raise money under multiple US exemptions: Reg D, Reg A+, Reg CF and Reg S."
After learning that The Jobs Act of 2012 would ease methods of capital raising, Jake dove in headfirst and learned the ins and outs of the new laws. He saw first hand how to navigate, what to do, what not to do. Eventually he joined Equifund where he...2022-08-2354 minUnlimited PartnersKatelin Holloway, Co-Founder of 776 | From Pixar to Reddit to Investor, Building Teams that Change the WorldToday's Unlimited Partner is Katelin Holloway Co-Founder of Seven Seven Six, a venture capital firm with Alexis Ohanian."Founded by builders, built with software, in order to be the very best at supporting founders that are changing the world". Katelin has dedicated her career to building teams and advancing the HR function at some of the internet’s most influential startups, including Pixar, Klout and Reddit. As Founding Partner at the firm, she contributes as both an investing and operating partner, supporting entrepreneurs with all things People & Culture. She is passionate about funding the companies that will shape the fu...2022-08-1054 minUnlimited PartnersNick Moran, Founder of New Stack Ventures / The Full Ratchet Podcast | Make Your Mark, Earn Your Freedom and Build Something to Last"Investing in Outsiders", From Danaher to New Stack Ventures to The Full Ratchet Podcast, Nick Moran Joins Us
Today's Unlimited Partner is Nick Moran from New Stack Ventures and The Full Ratchet Podcast. New Stack was founded in 2015 with a mission to invest in the Outsiders. Nick launched the first VC podcast, one of the first AngelList Syndicates, and subsequently raised their first VC fund. New Stack now manages $75M+, and leads rounds at the early seed stage with an emphasis on B2B SaaS, Fintech, Supply Chain, Proptech, Healthcare, and eCommerce.
The Full Ratchet...2022-08-0454 minUnlimited PartnersJason Corsello, Acadian Ventures | Endurance and Building the Future of Work From Anywhere,Today's Unlimited Partner is Jason Corsello from Acadian Ventures. Jason is the Founder & CEO for The Acadian Company and General Partner for Acadian Ventures, an early stage venture fund. Previously, Corsello was Senior Vice President of Strategy and Corporate Development for Cornerstone OnDemand [NASDAQ: CSOD]. Corsello joined Cornerstone in 2011, bringing more than 15 years of experience in enterprise software, market research, and management consulting. In this role, Corsello was responsible for driving innovation, go-to-market strategies and new corporate initiatives including guiding M&A, leading the company's corporate venture investments and accelerator program and overseeing new product initiatives including platform, content...2022-07-2851 minUnlimited PartnersTony Perez, Founder of Peregrine Capital Group | Investing in Government Modernization Through Dual-Use Technology CompaniesToday's Unlimited Partner is Tony Perez from Peregrine Capital Group. He's been in the United States Air Force for 16 years, and has started projects like Spark for AFWERX which helps tie together many moving parts of the AF.
He's a proven leader with experience leading cross-functional teams in dynamic and complex environments. Able to bridge an organization’s strategic objectives with tactical-level execution. Rapidly analyzes information, prioritizes competing interest, and makes decisive decisions. Recognized leader who provides mentorship to subordinates and honest feedback to superiors. Builds disruptive organizations by leveraging proven mythologies. Communicates complex information succinctly to sma...2022-07-2751 minUnlimited PartnersJoanna Shevelenko and Kelly Graziadei, f7 Founders | From Facebook to Seed Investing, Execution Is EverythingToday's Unlimited Partners are Joanna Lee Shevelenko and Kelly Graziadei from f7 Ventures.
f7 Ventures is comprised of 7 female operators and leaders with over 20 years of experience in the fastest growing technology companies in Silicon Valley. During their tenures at Facebook, Google, Yahoo and beyond, they managed and developed thousands of people across dozens of teams around the world. They grew and managed revenue from $0 to > $15B. They scaled user growth to over a billion, launched over 30 new products globally and led teams across almost every organizational discipline.
Topics include:
Taking a $17/hr job a...2022-07-1949 minUnlimited PartnersTom Shea, Adgile Media Group | Selling Trust FirstToday's Unlimited Partner is Tom Shea, Co-Founder & COO of Adgile Media Group. Adgile boasts itself as the leading data-driven truck-side media company. Tom is a detail-oriented tech wiz with experience as a full stack developer and operations manager. He graduated from the University of Chicago’s Booth School of Business. Tom holds a degree in Finance, Computer Science, & Chinese from Boston College’s Carroll School of Management.
We get to hear about how Tom came up with the idea while at the University of Chicago Booth School of Business. The original idea involved digital screens that displayed ads...2022-07-1459 minUnlimited PartnersSasha Kaletsky, Creator Ventures | Shares His Unconventional Journey to Enabling Creatives Around the World with His Cousin, YouTube Icon, Caspar LeeHey it's our 10th episode! Thanks for listening.
Today's Unlimited Partner is Sasha Kaletsky, Co-Founder of Creator Ventures along with his cousin Caspar Lee, a YouTube sensation. Sasha's unconventional story on how he got into venture capital involves passing out club fliers to Oxford students, choosing to launch Uber in Birmingham, England instead of London, getting his masters at Harvard Business School, to working with his cousin Caspar Lee who after many years of trial and error, emerged as a social media star. They then decide to build companies together. Their latest is Creator Ventures, which invests i...2022-07-121h 01
Unlimited PartnersJessica Lyons and Tamara Hills, Brooks Running | Best Friends on Billion Dollar Brand-Building, Special-Needs Parenting and Being Like WaterOh wow where to start with this one! Get your tissues ready. We get to hear the amazing story of best friends, Tamara Hills and Jessica Lyons. How they met working at Brooks Running, became best friends and running partners. But it turns out that was just the beginning.
Tamara then shares the story of her son Benton (16). He was born with a rare condition called Bainbridge-Ropers Syndrome, a rare genetic condition affecting a range of issues including Intellectual disability, Autism spectrum disorder or autistic like behavior, feeding difficulties as a baby and in early childhood, developmental d...2022-07-0659 minUnlimited PartnersJulian Posada, CEO at LiftUp EnterprisesToday's Unlimited Partner is Julian Posada, CEO at LiftUp Enterprises. Julian has over 19 years of experience in building, transforming and leading a variety of organizations in media, professional sports, digital start-ups and professional services in addition to extensive community involvement. He has a heavy focus on generating revenue and creating culture for success with specific expertise of the Hispanic market.
LiftUp Enterprises is a for-profit social enterprise based in Chicago, that creates, grows, and scales profitable entities. Julian discusses how they're making an impact in the local community. They are very committed to creating a liveable job t...2022-07-0156 minUnlimited PartnersGerard Ramos, CEO at Revelry LabsThis week's episode is with Gerard Ramos, CEO at Revelry. Revelry is a digital innovation lab based in New Orleans with satellite offices in Chicago and Dallas. Revelry's Innovation Stack is a suite of cloud-native intelligent automation tools enabling businesses to rapidly deliver innovative products to market. Specialties: Product Delivery, Agile, Cloud, IoT, SaaS, PaaS, Marketplace, Blockchain, E-Commerce, Idea Acceleration, Design Thinking, Angel Investing, Ecosystem Building.
We join Gerard in Western North Carolina, as he's onsite helping to build one of Revelry's newest ventures, Roam. Roam is an eco-conscious, tech-enabled campgrounds platform for remote workers and families...2022-06-2855 minUnlimited PartnersTripp Jones From Uncork CapitalThomas is delighted to have Tripp Jones of Uncork Capital on the Unlimited Partners pod today. He discusses his investing philosophies, and Uncork's ability to make a name for itself in the VC marketplace. Most of his investments are a focus on digital transformation. They also discuss Uncork's Founder, Jeff Clavier (formerly SoftTech VC) who is a legend in the VC world. He shares his passion for "investing against his phone" which Thomas dives into a little deeper. This brings up companies like Hipcamp.com and Roamadventureco.com.
Tripp knew he wanted to be a VC even as a young kid...2022-06-2159 minUnlimited PartnersSpecial Episode: Andy Trattner (The Andy Pod) Interviews Thomas McGannonIn this episode, Thomas McGannon joins Andy Trattner on his podcast as his guest. We are reposting in our feed. Andy is a great dude and recent friend of Thomas. He's an MIT grad, living in Ecuador, building a Venmo-type company. Please enjoy!
Topics:
-Thomas attending Creighton University
-His views on religion
-The Three-Body Problem (book) and how it shaped his thoughts on religion
-His move into software investing
-Capitalism
-Relationship building
-Waldorf method
-Stop Stealing Dreams
-Tegus Expert Network
Links:
https://andytrattner.com/
https://theandypod.com/
up-pod.com
Twitter: @uppodpod
Instagram: @uppodpod
Email us: show@up-pod.com2022-06-1453 minUnlimited PartnersBruce Felt, CFO DomoEpisode 105 of Unlimited Partners features Bruce Felt, CFO of Domo, a data refinement SaaS company.
Bruce brings more than 25 years of financial operations and management excellence to Domo. For almost six years, he was CFO of SuccessFactors, guiding the company through a public offering, six acquisitions, and its $3.4 billion sale to SAP. Bruce has served as CFO for LANDesk Software, Auction.com, and Qualix Group. While at Qualix Group, he led its public offering and merger into Legato Systems, a company that was later acquired by EMC. An entrepreneur in his own right, Bruce founded Renaissance Software, serving as its...2022-06-0755 min
The Andy PodE7: Thomas McGannon Religiously optimistic.
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Thomas’s “Unlimited Partners” podcast: https://up-pod.com/
Tegus expert network: https://www.tegus.com/
The Three-Body Problem: https://smile.amazon.com/Three-Body-Problem-Cixin-Liu/dp/0765382032
Stop Stealing Dreams: https://seths.blog/2014/09/the-shameful-fraud-of-sorting-for-youth-meritocracy/
Waldorf method: https://en.wikipedia.org/wiki/Waldorf_education
2022-06-0350 minUnlimited PartnersAmanda Groves From PLUS CapitalAmanda Groves is a General Partner at PLUS Capital, leading the due diligence team and spending a majority of her time on structuring, sourcing, investor and client relations, and portfolio management. Amanda was named to the Forbes 30 under 30 list for venture capital in 2019.
Amanda joined PLUS from J.P. Morgan, where she worked most recently on the LA-based investment desk. Amanda completed her bachelor’s degree at UC Berkeley in the Haas Undergraduate Business program, where she was also a D1 athlete with the Bear’s women’s soccer team.
Outside of the office, she’s a member of national non-prof...2022-05-311h 10Unlimited PartnersBrent Beshore, Founder & CEO of Permanent EquityMy guest today is Brent Beshore, Founder & CEO of Permanent Equity. Permanent Equity invests - with no intention of selling - in family-held companies headquartered in North America. With 9 portfolio companies and a current capital base in excess of $300 million, the firm seeks opportunities to invest in and partner in companies with $2.5 million to $15 million in annual owner earnings and durable value propositions. The firm's current portfolio includes companies in aerospace, niche construction, manufacturing & distribution, consumer products, recruitment, and niche professional services.
Brent and I discuss the unique qualities of Permanent Equity – it is a private equity firm in the sen...2022-05-241h 16ACQ2 by AcquiredDavid Interviewed on "Unlimited Partners"David is the first guest on a new podcast, Unlimited Partners! This is a wide-ranging interview where upon listening, even Ben learned some new things about David :)Unlimited Partners is hosted by long-time friend of the Acquired community, Thomas McGannon. UP is his journey to learn - what makes great partnerships? They explore stories of people working together throughout business building, investing, community and family.While much of this is brought to you through Thomas’ work as a limited partner investor, their hope is that this podcast project finds a way to share themes and le...2022-05-231h 12Unlimited PartnersRahat Ahmed from AnchorlessWelcome to the second episode of Unlimited Partners. My guest today is Rahat Ahmed from Anchorless. He's the Founding Partner & CEO of Anchorless Bangladesh. He's an investor, advisor and strategist in technology and emerging markets with a focus on long-term value creation. Passionate about emerging technologies and how consumer behaviour will evolve over the next 25 years.At Anchorless Bangladesh, they are very excited to work with brilliant founders with incredible ideas, globally-experienced investors, the startup community and other local stakeholders to strengthen the Bangladeshi ecosystem.
Join me for a discussion with Rahat as we dive into his background and what i...2022-05-191h 14Unlimited PartnersDavid Rosenthal from AcquiredWelcome to the inaugural episode of Unlimited Partners. My guest today is a good friend and one of the people who encouraged me to start this podcast, David Rosenthal, the host of the wildly popular podcast “Acquired.”
Acquired tells the stories of great companies. David and his partner Ben Gilbert began the show in 2015 to explore what made great acquisitions successful. It quickly outgrew its name, expanding beyond corporate transactions to chronicle and analyze the entire journey of enduring institutions. Each episode of Acquired is now downloaded by over 100,000 unique listeners in the first 90 days, and has an estimated 250,000+ subscribers across...2022-05-191h 11
HedgeDLive From Kansas City, It’s Whetstone Capital Advisors!Bar-B-Que, Patrick Mahomes and Whetstone Capital Advisors. That’s our current Kansas City “Best of” list in no particular order. Yours might be the same after listening to this riveting conversation with Whetstone Portfolio Manager & Managing Partner, David Atterbury, and Investment Partner, Thomas McGannon. Want more? Join the monthly HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/2020-10-201h 02