Manage episode 521772434 series 3231089
In this episode, we're joined by Anton Fedorov, Partner at Flashpoint VC, for a fascinating look at his journey from laser physicist and prop desk trader to a seasoned venture capitalist. Anton delves into the unique parallels between running physics experiments and building a VC portfolio, explaining Flashpoint's focused strategy on B2B software and its evolution to include AI and climate tech. We explore the critical importance of founder-market fit, the hunt for proprietary data moats in the age of AI, and the quantitative, risk-reward approach they apply to Series A investing. Anton also shares invaluable advice for emerging fund managers on the necessity of constant fundraising, perpetual curiosity, and building systemic alpha. This conversation is a masterclass in adapting investment theses and the relentless hustle required to build a multi-fund, multi-product venture firm.
#VentureCapital #B2BSoftware #AIInvesting #StartupFunding #Fundraising #TechStartups #PrivateEquity #VCStrategy
238 episodes