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The Enthusiast: Founders and VCs beyond the Valley
Pat Alex
99 episodes
4 days ago

"Entrepreneurial Talent is Global" - On The Enthusiast, Host Pat Alex chats with some of the most fascinating Founders, Operators and Investors Beyond Silicon Valley. 
Every two weeks, he sits down with the likes of Arjuna Costa (Flourish), Paulo Passoni, Jeffrey Paine (Golden Gate Ventures), Gerry Giacoman (Clara) and Monica Brand Engel (Quona) to dissect their challenges around scaling, fundraising, managing boards and company leadership. Taken together, the guests have raised venture capital in the hundreds of millions and are behind their regions' biggest business and venture successes paving the way towards a more equitable and diverse future. 

Follow the newsletter to always stay up to date with the latest episodes: https://linktr.ee/Patalex

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Entrepreneurship
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All content for The Enthusiast: Founders and VCs beyond the Valley is the property of Pat Alex and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

"Entrepreneurial Talent is Global" - On The Enthusiast, Host Pat Alex chats with some of the most fascinating Founders, Operators and Investors Beyond Silicon Valley. 
Every two weeks, he sits down with the likes of Arjuna Costa (Flourish), Paulo Passoni, Jeffrey Paine (Golden Gate Ventures), Gerry Giacoman (Clara) and Monica Brand Engel (Quona) to dissect their challenges around scaling, fundraising, managing boards and company leadership. Taken together, the guests have raised venture capital in the hundreds of millions and are behind their regions' biggest business and venture successes paving the way towards a more equitable and diverse future. 

Follow the newsletter to always stay up to date with the latest episodes: https://linktr.ee/Patalex

Show more...
Entrepreneurship
Business
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[Investor Journey] Camila Vieira (QED) on prioritizing moats over themes, the fund’s structure through multiple instruments and know where you land on Liquidity
The Enthusiast: Founders and VCs beyond the Valley
39 minutes 37 seconds
6 months ago
[Investor Journey] Camila Vieira (QED) on prioritizing moats over themes, the fund’s structure through multiple instruments and know where you land on Liquidity

On this episode Pat sits down with Camila Vieira, Partner and head QED’s Brazil operation. We dive into the fund’s evolving commitment on the region, how they got it right investing in Nubank in 2015, what their thesis and structure looks like today 10 years later and whether LatAm’s next outbreak success will also be Fintech? 


  • How do sector specific funds differentiate from generalists in their way how they look at Fintech
  • Taking a unit economic and defensible moat lens instead of following a themes based investing approach
  • The last whitespace in Fintech in Brazil 
  • How should founders think about liquidity and how QED is preparing their portfolio 


You can find Camila on LinkedIn here. 


Want to stay up-to-date on latest episodes?

Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn⁠here⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley.

Follow Pat on LinkedIn ⁠here⁠.


The Enthusiast: Founders and VCs beyond the Valley

"Entrepreneurial Talent is Global" - On The Enthusiast, Host Pat Alex chats with some of the most fascinating Founders, Operators and Investors Beyond Silicon Valley. 
Every two weeks, he sits down with the likes of Arjuna Costa (Flourish), Paulo Passoni, Jeffrey Paine (Golden Gate Ventures), Gerry Giacoman (Clara) and Monica Brand Engel (Quona) to dissect their challenges around scaling, fundraising, managing boards and company leadership. Taken together, the guests have raised venture capital in the hundreds of millions and are behind their regions' biggest business and venture successes paving the way towards a more equitable and diverse future. 

Follow the newsletter to always stay up to date with the latest episodes: https://linktr.ee/Patalex