Invest Like The Best
Episode 155 Thesis Driven Investing
Invest Like The Best

Episode 155: Thesis Driven Investing

Invest Like The Best

Episode 155

Thesis Driven Investing

Rebecca Kaden is a partner at Union Square Ventures. We cover the three industries that USV is focusing on in its third generation thesis, issues with digital marketing, and the importance of strong mentorship throughout her career.

[00:01:11] – (First Question) – An overview of Union Square Ventures Thesis 3.0

[00:07:49] – Core changes that can help any community

[00:09:59] – Ways to fix the broken education system

[00:13:41] – Gap between job preparedness and the education system

[00:14:44] – Companies creating education systems to prepare people for careers in their field

[00:18:49] – Most unique technological solution for people to educate themselves

[00:22:00] – Ways to improve access to capital

[00:26:49] – The distribution problem in capital markets

[00:28:19] – How does she assess an early-stage company and its team’s ability to assess their ability to maximize distribution

[00:30:56] – Digital marketing and why it could be broken

[00:34:22] – Examples of masterful marketing

[00:36:07] – How they are focused on improving wellbeing, their first focus on healthcare

[00:39:35] – Wellbeing on their focus on community

[00:45:30] – Her thoughts on mentorship

[00:48:23] – What she has learned in her time at USV

[00:51:50] – Kindest thing anyone has done for Rebecca

Thesis Driven Investing

Introduction

Patrick
My guest today is Rebecca Kaden, a partner of famed venture firm, Union Square Ventures. USV is known for their thesis-driven investing, which is the topic of our conversation. Rebecca walks us through the evolution of USV's thesis into its third generation, and from there, we explore many of the most interesting and exciting areas of business, technology, and learning. Please enjoy our conversation.

Thesis Driven Investing

Patrick
So, Rebecca, this is going to be really fun. I think because you guys are a thesis-driven investment firm, which is different from a lot of the firms kind of your peer group that I've talked to recently, we could start at the very top with, because you penned it, Union Square Ventures' third iteration of its broad investment thesis. And then we're going to go down each of the little rabbit holes beneath that, but let's start at the top.

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com