VC Uncovered

Mercedes Bent spent six years as a partner at Lightspeed Venture Partners, worked at the Federal Reserve and Goldman Sachs during the 2008 financial crisis, and founded her own startup. Now she's building Premise, the early-stage VC firm she co-founded with Vanessa Larco, as a deliberate rejection of what venture capital has become. "We have become an index play," Mercedes said on VC...

What does it mean to invest when moats are disappearing and anyone can build an MVP by 1 a.m.? That question sits at the center of this conversation with Haley Bryant, Partner at Hustle Fund, one of the earliest voices to appear in the VC Uncovered newsletter. Hustle Fund invests at the earliest stages, writing first checks into companies 50% of the time across B2B, fintech, and health tech. Haley...

The next wave of fintech may not look like fintech at all. Bukie Adebo Umeano, early-stage investor at Anthemis Group, has spent four years building an investment thesis around that idea. The firm calls it invisible finance: financial services so well-built that nobody notices they are there. No app to open, no form to fill out. Just a business owner making decisions while the banking, lending, an...

What if the best venture opportunities are hiding in industries that software never touched? Nicole Tommaso, Principal at Harlem Capital, joined VC Uncovered to break down the firm's contrarian approach to early-stage investing. She explains why she believes AI is unlocking markets that were completely closed to venture just a decade ago. Harlem Capital backs underrepresented founders at the s...

Read the VC Uncovered profile: ⁠⁠ https://www.vcuncovered.com/p/atlas-berry-m1c In this podcast: Drew Glover talks to Atlas Berry from Mission One Capital (M1C) on the "physical AI" revolution and the industrial infrastructure required to power it. Atlas, the founder of M1C, explains that the U.S. power grid is facing a "comfort crisis," currently unable to meet the massive energy demands of AI. H...

Tarun Gupta (Jump Capital) Read the VC Uncovered Profile: https://www.vcuncovered.com/p/tarun-gupta-jump-capital In this Podcast: Drew Glover talks to Tarun Gupta, Partner at Jump Capital, for a deep discussion on the foundations of high-conviction, early-stage venture capital investing. Drawing on his previous experience in M&A and corporate development within the sports betting industry, Gup...

Nancy Hilliker (RPS Ventures) Read the VC Uncovered profile: ⁠ www.vcuncovered.com/p/nancy-hilliker-rps-ventures In this podcast: Drew Glover and Nancy Hilliker discuss the intricacies of venture capital, focusing on the challenges and strategies involved in being a generalist investor. Nancy shares her insights on navigating the venture space, the importance of building relationships with founder...

Read The VC Uncovered profile : ⁠ https://www.vcuncovered.com/p/nia-patel-montage-ventures In this podcast: Drew Glover talks to Nia from Montage Ventures on the required mindset for venture capital and the power of "outsider" founders. Nia, a Vice President at the seed-stage firm Montage Ventures, explains that in today’s environment, capital is a commodity. VCs must therefore be more t...

Read her VC Uncovered profile : https://www.vcuncovered.com/p/samantha-klingelhofer-infinity-ventures In her podcast: Drew Glover talks to Samantha Klingelhofer from Infinity Ventures on the obsessive mindset of elite founders and VCs. Sam explains Infinity's "founder indexed" approach to B2B FinTech and commerce, and why she believes "constraints force clarity" and lead to...

Elias Mufarech - Collide Capital Read his VC Uncovered Profile: https://www.vcuncovered.com/p/elias-mufarech-collide-capital Read his VC Uncovered Profile: Drew Glover talks to Elias Mufarech from Collide Capital on his journey from Peru to venture capital and his investment philosophy of "finding exceptions". Elias details his path, including launching Endeavor in Peru , working at a B2...

David Roos - Core Innovation Capital Read his VC Uncovered Profile: https://www.vcuncovered.com/p/david-roos-core-innovation-capital Podcast Summary: Drew Glover (Fiat Ventures) talks to David Roos from Core Innovation Capital on the power of the "anti-mega fund" and investing to "do good and do well". David details his journey from a lucrative but unfulfilling career in fixed-income trading to ve...

Courtney Leimkuhler - Springbank. VC Read her VC Uncovered profile here: https://www.vcuncovered.com/p/courtney-leimkuhler-springbankvc Podcast Summary: Drew Glover talks to Courtney Leimkuhler from Springbank Collective on investing in the overlooked backbone of our economy. Courtney breaks down Springbank's thesis of funding the critical infrastructure for how we work, live, and care—tackling ma...

Xan Wood - Canvas Prime Read his VC Uncovered profile here:  https://www.vcuncovered.com/p/xan-wood-canvas-prime Summary: Drew Glover talks to Xan Wood from Canvas Prime on the art of being "long-term greedy." Xan breaks down his core investment philosophy, which treats providing value as a compounding function. He explains how consistently helping people and sharing deal flow without expecting an...

Jeff Becker - Antler Read his VC Uncovered profile here:  https://www.vcuncovered.com/p/jeff-becker-antler Drew Glover talks to Jeff Becker from Antler on backing people, not companies. Jeff explains Antler's unique model of investing in founders at "day zero"—sometimes before an idea is fully formed or a company is even incorporated. He shares how Antler provides the capital, culture, and communi...