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.
For The Room Podcast in your inbox every week, subscribe to our newsletter.
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.
In this week’s episode of The Room Podcast, Madison and Claudia sit down with Katherine Salisbury, Co-Founder and Co-CEO of Qapital, a mobile banking app designed to help incentivize people to save smarter. Qapital’s Chief Behavioral Economist Dan Ariely leverages science to propel people into better money habits. Since its inception in 2015, Qapital has helped millions of users collectively save over $2 billion. This week’s key themes include navigating raising venture capital with an untraditional background, co-founding your business with your significant other, and when to make your product a paid product in the world of free. Let’s open the door. Season 4 is sponsored by our friends at SVB and Cooley. … Key Theme 1: Navigating raising venture capital with an untraditional background After graduating from Cornell Law, Katherine started her career as a lawyer in New York City before moving to Europe to found and run a sports management company focused on soccer. Without a background in FinTech, Katherine advises founders to just show up and put in the time and energy. It’s a learning curve to work out all the kinks, but you have to be willing to try, be embarrassed, and mess up. Key Theme 2: Co-founding your business with your significant other Co-founding Qapital with her significant other George Friedman, Katherine gives some tips on how to balance personal and work life. She says it’s sometimes easier to be on the same rollercoaster with a significant other as they share compassion for one another whether it be through the good or bad moments. Katherine also emphasises the importance ...
This week on the room, we are thrilled to be sitting down with SJ, Sacchetti, CEO of Cleo, a working parent family benefits platform for employers. SJ didn’t always think she was going to become a CEO and chats with us about her career path, her learnings along the way, and what it's like coming into a company as CEO just months before COVID and work from home. SJ started her career in politics and policy, cutting her teeth in the world of political fundraising, which “set her clock” for the startup world. SJ made her way into tech as a marketing consultant at Formspring, then as SVP of Marketing at Collective Health, and ultimately CMO- a pivotal step towards her career at Cleo. After nearly 5 years at Collective Health, SJ joined Cleo as CEO late 2019. This March, Cleo announced their $40 million dollar Series C round. Today we dig deeper into themes such as leadership during unfamiliar and unusual circumstances, overcoming imposter syndrome, and being a boss amidst uncertainty. Let’s open the door. This episode is brought to you by our partners at Silicon Valley Bank and Cooley LLC. ...
Claudia and Madison close out The Room’s first season with guest Amit Sharma, CEO, and founder of Narvar. Madison first met Amit in Narvar’s offices back in 2019, as a customer at Gap Inc. If you’ve ever received an email about your tracking update or returned something online, odds are you’ve interacted with Narvar’s core products. Narvar is a post-purchase customer engagement platform helping over 650 retailers streamline their customer communication, returns, and exchanges. Founded in 2012, Amit saw what others did not, post-purchase is a powerful mechanism for e-commerce customer loyalty, retention, and satisfaction. Rather than “ghosting” your customers, retailers needed to handhold customers every step of the way from the “complete purchase button” to the ring of the doorbell. As we learn in today’s episode, this wasn’t Amit’s first try at start-up. Listen to the episode to hear about his journey from India, the first start-up with unfortunate market timing, his time working at multiple large retailers, and ultimately taking the plunge to start Narvar. ...