This is an edited transcript of an onstage chat between Christina Cacioppo, founder & CEO of Vanta, and Andrew Reed from Sequoia, who led the Series A into Vanta. Covers a bunch of useful themes around product-market fit (PMF) and early phase of launching, including how they worked with design partners and didn’t start coding till they saw strong resonance with the MVP …
Shreya Mishra now runs SolarSquare, a B2C rooftop solar panel installation company. Our conversation however was around her previous startup, Flyrobe, which was a fashion rental startup that however struggled to find product market fit or PMF. Flyrobe was a company we tracked closely, as it competed closely with a Blume portfolio company, Stage3. Both struggled to find PMF, and have now been acquired.
Sajith Pai: Relevant excerpts & highlights from the transcript I helped organise below (the podcast publisher didn’t have a transcript for this episode). Loved her observations on hiring for strengths (and not worrying about their weaknesses), how going public (and the process of doing so) helped her relook at her business in the right light and reorganise the costs, why she …
I first heard of Kutumb when their monster Series A was announced sometime in June’21 (about two years ago). Consumer social apps weren’t our strong suit then at Blume, and we hadn’t tracked the team actively, even though an ex-colleague had shared this as a potential opportunity with us. In recent times, I started hearing about Abhishek Kejriwal, the cofounder and CEO of Kutumb, from multiple sources, as someone with …
Prukalpa was one of the first founders I thought of speaking to, when I conceived this series of talks. She was one of the few founders who had tweeted about PMF (Product Market Fit) and her take on it. I had also heard her speak on the topic, on an audio talk where we were fellow panelists. Nonetheless I hesitated, for I wanted to be better prepared for our conversation. …
Sajith: Bessemer Venture Partners is one of the OGs of the venture industry. Lots here to learn for a venture nerd like me, from this podcast where Patrick O’Shaughnessy hosts three of the senior partners at Bessemer including the legendary Jerermy Levine. I got to learn a lot about how they work together and the Bessemer OS. What i found particularly …
Pulak Prasad, founder of Nalanda Capital, is one of the giants of public market investing. Based out of Singapore, Pulak Prasad has built Nalanda into one of the most respected public market investors operating in India, presently overseeing around $5b in assets under management. Now, Pulak is known as much for being super-reclusive as for his track record. So ever since the book was announced, it was keenly awaited by …
Link to podcast + transcript. 9 May 2023. All words by Fidji Simo unless specified otherwise.
Sajith: Enjoyed this a fair bit. Fidji is a super-operator who ran the Facebook app and now is CEO at Instacart. Very curious hire coming from a digital to a largely physical business, but certainly Instacart having a large and fast-growing ad busines helped.
Link to Podcast. Link to Transcript. 15 December 2022. Unless specified, all words are by Pete Kazanjy.
Sajith: Relevant for founders of early stage SaaS / B2B companies as well as sales managers or leaders. Pete Kazanjy is well-known for his book Founding Sales which recommends that in early-stage companies, the founder(s) should take a lead in selling because at this stage, what you are looking for is …
I have been interviewing founders, operators, and investors on their perspectives on product-market fit (PMF hereafter) over the past few months, as part of research for the book I am writing on this topic. I thought it would be a good idea to take stock of the first ten interviews and review the definitions of PMF that have emerged. Thus, this essay where I tease out common strands and themes …