
In this engaging conversation, Kevin Jiang, founder of Mangusta Capital, shares his journey from growing up in the Bay Area to becoming a prominent figure in venture capital. He discusses his experiences at SoftBank Vision Fund, insights on Masayoshi Son, and the investment strategies that guide his current work at Mangusta Capital. Kevin emphasizes the importance of relationships in venture capital, the transition from late-stage to early-stage investments, and the unique challenges and opportunities that come with starting his own fund. He also highlights the impressive performance of Mangusta Capital in its early months. In this conversation, the speaker discusses the intricacies of building relationships with limited partners in venture capital, highlights intriguing portfolio companies like Tax GPT, and delves into the challenges of developing vertical AI applications. The speaker emphasizes the importance of key traits in successful founders, shares personal philosophies regarding work-life balance, and outlines future plans for Mangusta Capital.Chapters
00:00Introduction to Kevin Jiang and Mangusta Capital
03:54Experiences at SoftBank Vision Fund
08:37Insights on Masayoshi Son
09:39Investment Strategies and Market Dynamics
12:19Evaluating Companies: Shipbob and Flexport
14:50Transitioning from Late-Stage to Early-Stage Investments
21:04The Decision to Start Mangusta Capital
25:49Unique LP Relationships and Fund Performance
26:30Building Relationships with Limited Partners
28:44Spotlight on Portfolio Companies
33:05Understanding Tax GPT and Its Applications
35:00Challenges in Developing Vertical AI
38:07Key Traits of Successful Founders
43:53Personal Philosophy and Work-Life Balance
47:08Future Plans for Mangusta Capital