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VC | E470 | Joe Seager-Dupuy & Mike Martin on Building a Specialist VC Platform Around Consumer and Retail Tech | Deep Dive Episode v1

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Manage episode 483114319 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True, a £ 600 M+ consumer and retail-focused investment and innovation firm, to explore what it means to be a sector specialist in venture—and why that matters more than ever in today’s market.They unpack how True brings together deep operational experience, a robust corporate network, and full life-cycle investment—from pre-seed to public markets. This episode offers a masterclass in building durable advantage in venture through network effects, strategic LP engagement, and sector expertise.Here’s what’s covered:
  • 03:14 Founders' Backgrounds and Experiences
  • 05:50 Overview of True's Investment Strategy
  • 09:02 Sector Specialization in Consumer and Retail
  • 12:00 Leveraging Network and Expertise
  • 15:09 Investment Decision-Making Process
  • 17:59 Ecosystem and Corporate Partnerships
  • 21:10 Consumer Market Opportunities
  • 24:07 Investment Strategy and Focus Areas
  • 27:00 Closing Thoughts and Future Directions
  continue reading

473 episodes

Artwork
iconShare
 
Manage episode 483114319 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True, a £ 600 M+ consumer and retail-focused investment and innovation firm, to explore what it means to be a sector specialist in venture—and why that matters more than ever in today’s market.They unpack how True brings together deep operational experience, a robust corporate network, and full life-cycle investment—from pre-seed to public markets. This episode offers a masterclass in building durable advantage in venture through network effects, strategic LP engagement, and sector expertise.Here’s what’s covered:
  • 03:14 Founders' Backgrounds and Experiences
  • 05:50 Overview of True's Investment Strategy
  • 09:02 Sector Specialization in Consumer and Retail
  • 12:00 Leveraging Network and Expertise
  • 15:09 Investment Decision-Making Process
  • 17:59 Ecosystem and Corporate Partnerships
  • 21:10 Consumer Market Opportunities
  • 24:07 Investment Strategy and Focus Areas
  • 27:00 Closing Thoughts and Future Directions
  continue reading

473 episodes

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