Invest Like The Best
Episode 83 Shark Tank with Thatcher Bell and Taylor Greene
Invest Like The Best

Episode 83: Shark Tank with Thatcher Bell and Taylor Greene

Shark Tank with Thatcher Bell and Taylor Greene

Thatcher Bell and Taylor Greene are partners at CoVenture and Collaborative Fund respectively. We cover Brett's background and the formation of Ladder, take a deep dive into Ladder's customers and their economics, and try to define its total addressable market.

[00:03:12] – Getting a flywheel business going

[00:14:49] – Brett’s background and how that led to the formation of Ladder

[00:27:58] – Breakdown of the product

[00:39:29] – The sign-up process

[00:10:29] – Key problem for each party of the ladder transaction

[00:12:34] – Diving deeper into the problem of being a health coach

[00:14:29] – How does Ladder differentiate itself from other apps that help people locate a trainer

[00:17:01] – A deeper dive into the consumer using this product

[00:20:28] – The accountability factor being the moat for Ladder

[00:24:12] –  How successful is the product right now in terms of recruiting new customers and trainers

[00:28:38] – Their pre-launch interview and research process

[00:31:49] – Going from hypothesis to product development

[00:35:25] – What should founders think about when doing customer discovery, even after they have a product in the market

[00:39:22] – Optimizing in the early stage of a business

[00:43:24] – The defensive moat of a startup

[00:46:20] – Their take on their ability to corner the coaches in this market

[00:49:57] – Is there a side of the producer/consumer side of the equation that is more important.

[00:55:42] – Getting and giving value to your supply, in this case the coaches

[00:58:22] – How to view different phases of a business

[01:00:43] – Growing the supply and demand so that neither side gets aggravated

[01:02:28] – Market opportunity for Ladder

[01:10:55] – Top 2 or 3 goals that Ladder has over the next 12-18 months

[01:13:00] – Looking at Ladder, what are the strengths and weaknesses as a potential investment

[01:20:40] – Pros and cons of a startup seeking institutional VC money

[01:25:11] – Reviewing the pitch

Shark Tank with Thatcher Bell and Taylor Greene

Introduction

Patrick
We've always found that even in public equities, you learn more once you have a live portfolio. One of the best ways to learn is to put some capital at risk. To learn more about the venture capital world, for example, I made an investment in a startup called Ladder, a platform business that connects coaches, fitness trainers to begin with, with consumers who want or need a coach to help them improve their fitness and their health. The idea is by making the entire coaching system more efficient, Ladder can provide consumers with a real person as a coach, but at a fraction of the cost, and provide coaches with both new customers and a much better way of managing their existing business. If you're interested in the backstory of this business, you can listen to episode number 60, the podcast with founder Brett Maloley, and his story of the vision for Ladder.

We are now six months into the launch of the business, with thousands of users and coaches on the platform and run-rate revenue past a million dollars. What I was most curious about at this stage, aside from building something useful of course, was the relationship between a startup and institutional venture capitalists who are allocating capital from their funds into startups at various stages. For this episode, I asked two VCs to sit down with me and Brett and treat the conversation as they would a normal pitch meeting so that we, the audience, can get a peek into their world and the types of questions that they ask.

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