VC UncoveredAdrianna Samaniego, Cherryrock CapitalOn looking past the credentials to assess judgement and ability to scale.
For the people funding it.
VCs, LPs and the theses behind the money — how capital actually decides.
▶ 65 minLP UncoveredKatie Riester, FelicisThe best LP relationships create room for the unscripted.
Thesis UncoveredThesis UncoveredThe Best Returns Reshape the Financial System
VC UncoveredKeval Desai, Shakti VCOn how the next big market may be hiding inside an old habit.
▶ 43 minLP UncoveredKai Chen, OceanIQ CapitalAccess is the New Advice: Building a Wealth Management Firm Around the One Thing AI Can't Replicate
Thesis UncoveredThesis UncoveredEric Theis on the AI Opportunity Inside Neglected Workflows
VC UncoveredVaughn E. CroweThe best founders aren’t chasing trends, they're building on an earned secret.
▶ 57 minLP UncoveredAlex Tonelli, Endurance CompaniesThe Builder Who Never Stopped Building.
Thesis UncoveredThesis UncoveredHow Elad Gil Views the Next Phase of AI in Professional Fields
VC UncoveredVC UncoveredThe Next Venture Advantage Isn’t Capital
▶ 51 minLP UncoveredJessie Guo, Next LegacyThe Cold Email That Led to $3 Billion in Charitable Giving
Thesis UncoveredThesis UncoveredThe Cybersecurity Innovation Era
VC UncoveredMorgan Blumberg, M13In regulated markets, the hard part is also the advantage
▶ 56 minLP UncoveredMilana Kuzmanovic, WiL VCThe Bridge Builder
Thesis UncoveredThesis UncoveredBetting on the AI Stack
▶ 41 minVC UncoveredJen Richard, Bonfire VenturesAI Made Everyone a Builder. Jennifer Richard Bets on the Founders Who Can Sell.
▶ 47 minLP UncoveredCourtney McCrea, Recast CapitalFinding Alpha in Emerging Managers
Thesis UncoveredThesis UncoveredThe Factory is the Weapon
VC UncoveredNeal Mintz, Wischoff Ventures“You have to do as much of the job as you can before actually having the job.”
▶ 49 minLP UncoveredOctavio Sandoval, Illumen CapitalThe Architecture of Inclusion
Thesis UncoveredThesis UncoveredWhere Real AI Value Accrues
VC UncoveredChristine Keung, J2 VenturesFrom Government Insider to Investor: Helping Founders Unlock Opportunity in the Public Sector
▶ 48 minLP UncoveredSabrina Bainbridge, Spring Point PartnersFrom STEM to Social Justice: Using the "Whole Toolkit" to Fix Broken Systems
Thesis UncoveredThesis UncoveredManifesting the Future: Vinod Khosla, the Instigator Thesis, and the Superhot Geothermal Revolution
VC UncoveredAndrew Peng, Collide Capital“Great founders are everywhere. It’s just that venture access is not.”
▶ 49 minLP UncoveredRegina Green, CatalyzeThe Capital Before the Capital: Funding the Next Generation of VCs
Thesis UncoveredThesis UncoveredThe Bottom-Up Signal
▶ 40 minVC UncoveredMercedes Bent, PremiseBuilding the VC Firm She Wished She Had
▶ 44 minVC UncoveredHaley Bryant, Hustle FundThe most important early-stage signal is no longer pedigree or product, but how fast a team can learn and move.
Thesis UncoveredThesis UncoveredWhy Infrastructure Comes First
▶ 40 minVC UncoveredBukie Adebo Umeano, Anthemis GroupThe next wave of fintech may not look like fintech at all, and that is exactly what Bukie Adebo Umeano is betting on.
▶ 32 minVC UncoveredNicole DeTommaso, Harlem CapitalThe Opportunity in the Overlooked: How Harlem Capital’s Nicole DeTomaso Bets on What Others Miss
Thesis UncoveredThesis UncoveredY Combinator's Strategy for Building Durable Startups
VC UncoveredEdwin Andrade, Core Innovation Capital“I don’t need to be the loudest person in the room to stand out. I focus on asking the right questions and building conviction.”
VC UncoveredCharles Hudson, Precursor VenturesFinding Alpha in Founders No One Else Will Meet
Thesis UncoveredThesis UncoveredY Combinator's "Hard Tech" Bet
VC UncoveredRachel Stern, Govtech Ventures“Most VCs see state and local government as slow, fragmented and unglamorous. I see 80% margins, near-zero churn, and acquirers actively pay”
VC UncoveredMercedes Bent, Premise“Most of investors' role is actually making clear non-emotional logical decisions consistently. Those are some of the biggest skills you hav”
Thesis UncoveredThesis UncoveredBeyond the Hype: Cathy Gao's Focus on Vertical AI and the '10x Provider'
VC UncoveredSelina Troesch, Intuit Ventures“I’d rather have a really beautiful un-portfolio than some big blow-ups. I have a sense of what are important things to understand before I”
VC UncoveredSherman Williams, AIN Ventures“What attracts me to founders are those who can clearly and concisely articulate a gap in a market, why they are uniquely qualified to build”
Thesis UncoveredThesis UncoveredThe AI-Native System of Record
VC UncoveredDemi Obayomi, Sapphire Ventures“Success is the ability to make other people’s dreams come true.”
VC UncoveredDaniel Ramirez, 10VC“Try to make the right decision and then try to make your decision right.”
Thesis UncoveredThesis UncoveredAI: Dystopia or Utopia? Vinod Khosla's Evolving Thinking on AI
▶ 52 minVC UncoveredAtlas Berry, M1CFrom South African Mines to Linkin Park: Building the Physical Backbone of AI.
VC UncoveredItamar Novick, Recursive Ventures“The ones that really go big are companies that get to a one winner take most dynamic.”
Thesis UncoveredThesis UncoveredFrom Stablecoin Utility to Proactive Agents
VC UncoveredAhmad Tahir, Moderne Ventures“It’s not about having the perfect plan; it’s about testing hypotheses fast, learning faster, and adjusting direction before the market move”
VC UncoveredNatan Reddy, Ironspring Ventures“Industrial tech winners will be determined, not only on their speed of entry, but by how adept they are in their commercialization strategy”
Thesis UncoveredFrom Hype to Synesthesia, Sequoia's Evolving Thesis on the AI RevolutionHow some of Sequoia's best thinkers are publicly mapping the AI revolution, tracking the market from raw hype to a new "cognitive interface.
VC UncoveredMonique Woodard, Cake Ventures“I believe that the future is really about this intersection of technology and demographic shifts, because demographic shifts reflect change”
VC UncoveredAtlas Berry, M1C“The world is industrializing... we want to back the founders that are pushing forward this next industrial era.”
VC UncoveredSheel Mohnot, Better Tomorrow Ventures (BTV)“Our tagline is ‘everything is fintech.’ Many vertical SaaS companies ultimately are fintech companies and derive the majority of their reve”
VC UncoveredTanvi Lal, Intuit Ventures“Being ‘founder-first’ requires looking after the entire founder, not just the part of the person who makes you money.”
VC UncoveredVikas Raj, ResilienceVC“We try to avoid abstraction. We try to follow the throughline of what the company is offering all the way to how it generates real value fo”
VC UncoveredPeter Day, super{set}“At the moment there’s this unwritten belief that AI is a chatbot. And I think that in the not too distant future, that will be seen as the”
VC UncoveredMarell Evans, Exceptional Capital“One of the most valuable things I’ve learned professionally and personally is to avoid marginalizing my ambition.”
▶ 38 minVC UncoveredTarun Gupta, Jump CapitalForget TAM: Why the Best Companies Don't Find Markets. They Create Them.
VC UncoveredAnthony Heckman, Abstract Ventures“Real life is not this place in Silicon Valley.”
VC UncoveredVeni Dhir, ADP Ventures“I learned to invest by first learning how companies actually break.”
VC UncoveredJennifer Richard, Bonfire Ventures“The moment you take your foot off the gas in this industry, you become irrelevant.”
▶ 44 minVC UncoveredNancy Hilliker, RPS VenturesIs Kindness the New Alpha? Why Empathy and Relationship-Building Win in the AI Era.
VC UncoveredJohn Onwualu, Flourish Ventures“I’d rather back a team tackling a hard but systemically important problem than chase a fast-moving, crowded category.”
▶ 34 minVC UncoveredNia Patel, Montage Ventures17 for 17: How an “Ownership Mentality” Built the Hardest Working Cap Table in Venture.
▶ 32 minVC UncoveredSamantha Klingelhofer, Infinity VenturesObsession, Elite Cycling, and the Fortune 500: The DNA of a Generational Investor.
VC UncoveredStephanie Campbell, The Artemis Fund“True power starts with ownership.”
VC UncoveredJason Freedman, Orange Collective“If it looks like a toy, it might be a huge company”
VC UncoveredTim Streit, Grand Ventures“The best ideas are focused on one of two extremes. They appear too obvious to have been overlooked up until now, or they appear too outland”
▶ 45 minVC UncoveredDavid Roos, Core Innovation CapitalD2C FinTech Isn't Dead: How AI and Automation are Quietly Saving the Category.
VC UncoveredBrittney Gavini, Pivotal Ventures“Is it still considered unconventional to believe women can build billion-dollar businesses?”
VC UncoveredRyan Stern, MUFG Innovation Partners“The CVC role is often subtractive, removing what does not matter so what does can thrive.”