The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
Bill Cillufo is Partner and Head of International Investments at QED, one of the leading fintech venture firms today with a portfolio including Nubank, Kavak, Klarna, Quinto Andar and Bitso to name a few. As for Bill, he has led investments in Nubank, Loft, Wagestream and Creditas among others. Prior to joining QED, he spent nearly 20 years at Capital One, spanning several roles and leading several businesses. During Bill's last 3 years at Capital One, he led its Co-Brand and Private Label credit card business, building the business nearly from scratch to one of the top few players in the US market.
In Today's Episode with Bill Cillufo You Will Learn:
1.) Origins into Venture:
How Bill made his way from 20 years at Capital One to becoming a Partner @ QED?
How did Capital One inform his mindset around unit economics?
Having seen booms and busts firsthand with Capital One, how did that impact his investing mindset today?
2.) The Landscape: What is Happening?
Where does Bill believe the biggest crunch in funding markets is today?
Does Bill believe this will trickle down to the early stage?
How does Bill advise his portfolio companies on runway and burn given the environment?
What does Bill believe that many have not seen that is coming?
3.) Bill Cillufo: The Investor
How does Bill analyse his own relationship to price and price sensitivity?
How has Bill changed as an investor over the last 5 years? What caused the changes?
How does Bill reflect on reserves management given the new landscape we are in?
4.) QED: The Expansion
Does Bill believe that expanding geographically has become easier with time?
What has become harder about expanding into new geographies?
How important does Bill believe partnering with local firms is when VCs enter new territories?
Item's Mentioned In Today's Episode with Bill Cillufo
Bill's Favourite Book: Tom Clancy: The Hunt for Red October
Bill's Most Recent Investment: Refyne
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