20VC: Is Now Really the Best Time to Be Investing? WTF is Happening at Growth Stage Investing? Why VCs Have Gotten Lazy Over the Last 2 Years? Investing Lessons from Hitting with Braze and Missing with Snowflake with Logan Bartlett, Managing Director @ Re
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC
4.4 • 637 Ratings
🗓️ 29 August 2022
⏱️ 54 minutes
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Summary
Logan Bartlett is a Managing Director @ Redpoint, a firm with a portfolio including the likes of Stripe, Nubank, Twilio, Netflix, Snowflake and many more incredible names. As for Logan, at Redpoint he has led investments in the likes of Ramp, Monte Carlo, Cribl, Crossbeam and Acuity MD to name a few. Before joining Redpoint, Logan spent over 5 years with the team at Battery where he made investments in Pendo, Amplitude, Dataiku, Braze and Kustomer.
In Today's Episode with Logan Bartlett We Discuss:
1.) Entry into Venture:
- How Logan made his way into the world of venture joining Battery Ventures?
- What are 1-2 of Logan's biggest takeaways from his time with Battery?
- What does Logan know now that he wishes he had known when he started in venture?
2.) The Venture Landscape Today:
- Is now really the best time to be investing? How does Logan compare today to prior vintages? How does this differ when comparing consumer to B2B?
- How does Logan analyze the state of the growth market? Is anyone really doing deals today? If so, what is the discount on price vs last year?
- How do the public markets impact the later stage financings which have disappeared in the last 3 months? How do the later stage financings impact the early stage?
- Does Logan agree that "venture has never been less collaborative as it is today"?
3.) The Role of the Venture Investor:
- Why does Logan believe that VCs have gotten lazy over the last 2 years? Does Logan believe we will see even more GPs at the top retire in the downturn?
- How does Logan analyse his role as a board member today? How has his style changed over time?
- What is the single best board Logan is on? Why that one? Who is the best board member Logan works with? What makes this board member so good?
- How does Logan assess the importance of personal brand in venture today? Why does Logan believe no company should hire PR firms from the early days?
4.) Investing Style and Lessons:
- What has been Logan's single biggest hit as an investor? How did seeing that impact his mindset?
- What has been Logan's biggest miss? How did not doing the investment change how he thinks about making new investments today?
- How does Logan assess his own relationship to price? How has it changed over time?
- As a growth investor today, how important is ownership? How does this change with stage?
Items Mentioned in Today's Episode:
Logan's Favourite Book: Team of Rivals: The Political Genius of Abraham Lincoln
Logan's Most Recent Investment: AcuityMD
Transcript
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| 0:00.0 | Welcome back to another week in the world of 20 VC with me, Harry Stebbings, and today's show is a fun one for me. |
| 0:04.9 | I first met this guest over six years ago. I had him on the show then, and so much has changed since then, |
| 0:10.1 | that I've really wanted to make this round two happen for a while, and I'm so thrilled to welcome |
| 0:13.8 | back, Logan Bartlett, managing director at Red Point. At Red Point, Logan has led investments in the lights of Ramp, Monte Carlo, Cribble, Crossbeam and |
| 0:22.1 | Acuity MD, to name a few. And before joining Red Point, Logan spent over five years with the team |
| 0:27.1 | at Battery, where he made investments in Pendo, Amplitude, Data, Aiku, Braise and Customer. And I do also |
| 0:32.7 | want to say huge thank you to Satish and Tom at Red Point. Some amazing question suggestions |
| 0:37.0 | today, and I so appreciated that. But before we move into the episode today, if you are a venture |
| 0:41.7 | capitalist or corporate strategist, I want to tell you about Teegas. Teegas is the only company |
| 0:46.4 | in the world that aggregates qualitative information on private companies from Seed Stage to |
| 0:51.5 | pre-IPO. With Teegas, you can access other VCs and founders' expert |
| 0:55.9 | call transcripts from previous rounds to help source fast-growing companies, create compelling |
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| 1:23.5 | Find out why a majority of the top venture funds are using Tegas on a daily basis. Head over to |
| 1:28.7 | teagas.co forward slash growth for your free trial. And speaking of insanely great products, |
| 1:34.1 | are you and your team still using your personal phone numbers for work? Well, OpenFone makes it |
| 1:38.3 | incredibly easy to get dedicated business phone numbers and keep all your work conversations |
| 1:43.0 | separate and organized. |
| 1:44.5 | And there's a couple of things in particular that I love about open phone. |
... |
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