E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners

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Sand Hill Road

52 episodes

1 week ago

A place to talk about startups, venture capital and tech. For a full download, double-click on sandhillroad.io

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A place to talk about startups, venture capital and tech. For a full download, double-click on sandhillroad.io

Technology

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E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners

Sand Hill Road

41 minutes 53 seconds

3 years ago

E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners

In this episode, Erasmus Elsner is talking to Jordan Nof of Tusk Venture Partners, a venture firm that invests in early-stage consumer technology startups operating in heavily regulated markets.

00:00 Intro

01:39 Investment thesis 2022

02:36 Lithic

05:02 Tusk Venture Partners

08:46 Meeting Bradley Tusk

12:52 Regulatory investment thesis

14:58 The role of regulations in startups

16:37 Fanduel / repeal of PAPSA

17:33 Tusk entry stage

19:01 Consumer vs. Enterprise

19:43 Roman - men’s health

21:34 Alma - mental health care

23:31 Out of scope areas

25:14 Bird - scooter wars

29:36 First mover vs. fast follower

32:50 Sunday - DTC lawn care

37:11 Focus areas 2022

41:02 How to get in touch