4.4 • 637 Ratings
🗓️ 8 February 2017
⏱️ 34 minutes
🧾️ Download transcript
Randy Glein is a Co-Founder & Partner @ DFJ Growth where he looks to partner with entrepreneurs that have achieved market validation and are looking to scale rapidly. Randy's investments include the likes of Twitter, Tumblr, SpaceX and Tesla just to name a few. Prior to DFJ, Randy was CFO @ Feedburner (acq by Google), a business development executive at DIRECTV. Randy was also named to the Forbes Midas List in 2013, 2014, and 2015 as one of the world's top tech investors and to the New York Times / CB Insights list of top 100 venture capital investors in 2016.
In Today’s Episode You Will Learn:
1.) How Randy made his way into VC and came to found DFJ growth?
2.) What does it mean to be a diligent and disciplined investor? How can a futuristic mindset be balanced with an analytical and academic approach to evaluation and due diligence?
3.) How does Randy evaluate invest time horizons? How important is it to push for liquidity events as soon as possible? What is it that LPs really want to see?
4.) How have we seen public market expectations of tech companies change over the last 10 years? What are public market investors willing to give up in exchange for predictability? What are the benefits of tech companies staying private longer?
5.) What are the metrics that suggest a company with market validation and ready to scale into hyper-growth? What are the required levels of revenue and ARR?
Items Mentioned In Today’s Show:
Randy’s Fave Book: Being Digital
Randy's Fave Blog: Brad Feld, Fred Wilson
Randy’s Most Recent Investment: Unity 3D
As always you can follow Harry, The Twenty Minute VC and Randy on Twitter here!
Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC.
Intercom is the first to bring messaging products for marketing and customer support together on one integrated platform. With Intercom, businesses can chat directly with prospective customers on their website, engage current users with targeted messages based on their behavior, and provide personal support at scale with an integrated help desk and knowledge base. This is perfect for Businesses that want to help people visiting their website become customers. Marketing and growth teams that want to onboard and retain users by sending the right messages at the right time and Support teams that want to move beyond email to provide personalized, scalable support so simply head over to Intercom.com/20MVC
Cooley are the global law firm built around startups and venture capital. Since forming the first venture fund in Silicon Valley, Cooley has formed more venture capital funds than any other law firm in the world, with 50+ years working with VCs. They help VCs form and manage funds, make investments and handle the myriad issues that arise through a fund’s lifetime. So to learn more about the #1 most active law firm representing VC-backed companies going public. Head over to cooley.com and also at cooleygo.com.
Click on a timestamp to play from that location
0:00.0 | You are listening to the 20 minute VC with your host Harry Stebbings at H. Stebbings with 2Bs on Snapchat. |
0:05.3 | And this intro is recorded live from San Francisco. |
0:08.0 | So if you're listening to this and are in the Bay Area and would like to meet, |
0:10.8 | message me on Snapchat at H. Stebbings with two bees again. |
0:13.9 | And it would be great to have a mehito or tent with you. |
0:16.2 | However, to the show today and part two of our special feature week of growth stage investing. Therefore, |
0:20.8 | today I'm thrilled to welcome one of the most successful growth stage investors of the past decade. |
0:25.3 | So joining us today, I'm thrilled to welcome Randy Glein. Randy is a co-founder and partner at |
0:30.0 | DFJ Growth, where he looks to partner with entrepreneurs that have achieved market validation |
0:34.3 | and are looking to scale rapidly. Randy's investments include the |
0:37.7 | likes of Twitter, Tumblr, SpaceX and Tesla, just to name a few. And prior to DFJ, Randy was |
0:42.9 | CFO at Feed Burner, acquired by Google, a business development executive at Direct TV. |
0:47.7 | Randy was also named to the Forbes Midas list in 2013, 2014 and 2015 as one of the world's |
0:53.9 | top tech investors and to the New York Times CB Insights list of top 100 venture capital investors in 2016. |
1:01.0 | I also want to say a huge thank you to Josh Stein at DFJ for the intro to Randy's day, without which the episode would not have been possible. |
1:07.2 | However, before we dive into the show today, you must check out Intercom. |
1:10.7 | Intercom is the first |
1:11.6 | to bring messaging products for marketing and customer support together on one integrated platform. |
1:16.8 | With Intercom, businesses can chat directly with prospective customers on their website. They can |
1:21.6 | engage current users with targeted messages based on their behavior and provide personal support |
1:26.4 | at scale with an integrated |
1:27.9 | help desk and knowledge base. All products are powered by live customer data, helping businesses |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Twenty Minute VC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Twenty Minute VC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.