Being Non-Consensus and Right in VC with Jason Shuman & Will Quist
What do Primary GP Jason Shuman and Slow Ventures Partner Will Quist have in common? At first glance, not much, given how differently their firms approach firm building and VC "platforms." At Primary, their Impact team outnumbers investors 2:1, while Slow consists of 3 GPs, and 3 GPs only. But in a surprising twist, they agree on more than one would expect. They both see non-consensus investing as carrying big risk but also big opportunity. They are both seed investors and their respective firms go to market in very different ways. They sit down with co-hosts Nick Chirls, GP at Notation Capital & Beezer Clarkson, LP at Sapphire Partners, to talk about zigging when the market zags, identifying truly disruptive companies on day zero, and how much impact VCs actually have on the companies they partner with. Learn more about co-host Beezer and her firm at Sapphire Partners: https://sapphireventures.com/sapphire-partners/ Learn more about Notation Capital: https://notation.vc/ Learn more about Primary: https://www.primary.vc/ Learn more about Slow Ventures: https://slow.co/ Learn more about OpenLP: https://openlp.sapphireventures.com/ Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox. Chapters: 00:00-Introduction & The Burning Question 06:06-Will & Jason Intros 09:13-Defining the S Curve 11:06-Positioning Your Firm to Win 15:08-Identifying Winners on Day Zero 18:31-Being Non-Consensus and Right 25:46-What is the Value Add of VCs? 32:43-Setting KPIs 35:36-”You Sell Something” 38:30-Outro