In this special episode of The Room Podcast, we get to listen LIVE as Madison interviews David Yuan, long-time investor and more recently, Founder and General Partner of Tidemark Capital. Tidemark is a venture capital firm built to serve category-leading technology companies as they succeed and scale.
In this episode, Dave details how he went from investor to founder and is now a fund founder with Tidemark. Plus, we discuss focused investment themes, the people and processes needed to build a successful firm, and the future of fund transformation.
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9:42 - Live Interview Begins
9:54 - Dave Introduction
12:25 - How was Dave’s early journey as a founder?
14:17 - How important is a founder's resume when selling themselves to investors?
16:02 - How does Dave think about pitching investment theses to LPs?
18:17 - When starting Tidemark, who did Dave go to for help?
19:40 - What is one thing Dave wished he knew starting the 2021 year?
23:04 - How does Dave think the LP market will change over the next 5 years?
26:21 - Who is a woman in Dave’s life that has had a profound impact on him and his career?
The Room Podcast is sponsored by our friends at Silicon Valley Bank and Cooley.
We cannot believe that we have concluded season 2, but are even more excited for season 3, airing next week! Thank you so much to all of our listeners for joining us on The Room! We have big plans for Season 3, launching Tuesday, May 4th, featuring international pop star & entrepreneur.... *drumroll please*.... Ciara Wilson! But before we enter the room where it happened with a whole new slew of entrepreneurs, we take a look back on Season 2, its guests, our biggest takeaways, and share some life updates. ...
In this week’s episode, Madison and Claudia sit down with Michelle Zatlyn, Co-Founder, President and COO of Cloudflare. Public since 2019, Cloudflare is a web performance and security company keeping millions of businesses and, by association, consumers safe online through their cybersecurity infrastructure, stopping over 70 billion attacks a day. Michelle is one of few female founders to take a company public, and now Cloudflare is valued at over $24 billion as the world increasingly realizes the importance of keeping our internet safe. We discuss with Michelle themes including diversity of thought in co-founding teams, the power of changing your own framing of a problem, and only needing to get a few things right. Let’s open the door. Season 3 is sponsored by our friends at SVB and Cooley. ...
In The Room with Vera Shokina In this week’s episode of The Room Podcast, Madison and Claudia take a break from chatting with their typical founder or funder to cover a core need of every startup and fund: their bank. They are joined by Vera Shokina, Managing Director at Silicon Valley Bank where she covers U.S. banking and early stage international banking, helping VC funds and startups with all of their banking needs. From the founding moment of SVB, the bank has been focused on early stage technology companies and venture capital funds. Vera walks us through the top tips for founders looking to establish a banking relationship, the process of getting a debt line, and how a bank like SVB helps out with remote work. Let’s open the door. Season 4 is sponsored by our friends at SVB and Cooley. The episode is now live on all podcast streaming platforms, including Apple Podcasts and Spotify. ...