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

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Manage episode 320808921 series 2601023
Content provided by Sand Hill Road. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sand Hill Road or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 320808921 series 2601023
Content provided by Sand Hill Road. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sand Hill Road or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

50 episodes

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