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This week

For the people funding it.

VCs, LPs and the theses behind the money — how capital actually decides.

VC UncoveredKeval Desai, Shakti VCOn how the next big market may be hiding inside an old habit.
▶ 65 min
LP UncoveredKatie Riester, FelicisThe best LP relationships create room for the unscripted.
Thesis UncoveredThesis UncoveredThe Best Returns Reshape the Financial System
VC UncoveredVaughn E. CroweThe best founders aren’t chasing trends, they're building on an earned secret.
▶ 43 min
LP UncoveredKai Chen, OceanIQ CapitalAccess is the New Advice: Building a Wealth Management Firm Around the One Thing AI Can't Replicate
Thesis UncoveredThesis UncoveredEric Theis on the AI Opportunity Inside Neglected Workflows
VC UncoveredVC UncoveredThe Next Venture Advantage Isn’t Capital
▶ 57 min
LP UncoveredAlex Tonelli, Endurance CompaniesThe Builder Who Never Stopped Building.
Thesis UncoveredThesis UncoveredHow Elad Gil Views the Next Phase of AI in Professional Fields
VC UncoveredMorgan Blumberg, M13In regulated markets, the hard part is also the advantage
▶ 51 min
LP UncoveredJessie Guo, Next LegacyThe Cold Email That Led to $3 Billion in Charitable Giving
Thesis UncoveredThesis UncoveredThe Cybersecurity Innovation Era
▶ 41 min
VC UncoveredJen Richard, Bonfire VenturesAI Made Everyone a Builder. Jennifer Richard Bets on the Founders Who Can Sell.
▶ 56 min
LP UncoveredMilana Kuzmanovic, WiL VCThe Bridge Builder
Thesis UncoveredThesis UncoveredBetting on the AI Stack
VC UncoveredNeal Mintz, Wischoff Ventures“You have to do as much of the job as you can before actually having the job.”
▶ 47 min
LP UncoveredCourtney McCrea, Recast CapitalFinding Alpha in Emerging Managers
Thesis UncoveredThesis UncoveredThe Factory is the Weapon
VC UncoveredChristine Keung, J2 VenturesFrom Government Insider to Investor: Helping Founders Unlock Opportunity in the Public Sector
▶ 49 min
LP UncoveredOctavio Sandoval, Illumen CapitalThe Architecture of Inclusion
Thesis UncoveredThesis UncoveredWhere Real AI Value Accrues
VC UncoveredAndrew Peng, Collide Capital“Great founders are everywhere. It’s just that venture access is not.”
▶ 40 min
VC UncoveredMercedes Bent, PremiseBuilding the VC Firm She Wished She Had
Thesis UncoveredThesis UncoveredManifesting the Future: Vinod Khosla, the Instigator Thesis, and the Superhot Geothermal Revolution
▶ 44 min
VC UncoveredHaley Bryant, Hustle FundThe most important early-stage signal is no longer pedigree or product, but how fast a team can learn and move.
▶ 40 min
VC UncoveredBukie Adebo Umeano, Anthemis GroupThe next wave of fintech may not look like fintech at all, and that is exactly what Bukie Adebo Umeano is betting on.
Thesis UncoveredThesis UncoveredThe Bottom-Up Signal
▶ 32 min
VC UncoveredNicole DeTommaso, Harlem CapitalThe Opportunity in the Overlooked: How Harlem Capital’s Nicole DeTomaso Bets on What Others Miss
VC UncoveredEdwin Andrade, Core Innovation Capital“I don’t need to be the loudest person in the room to stand out. I focus on asking the right questions and building conviction.”
VC UncoveredCharles Hudson, Precursor VenturesFinding Alpha in Founders No One Else Will Meet
VC UncoveredRachel Stern, Govtech Ventures“Most VCs see state and local government as slow, fragmented and unglamorous. I see 80% margins, near-zero churn, and acquirers actively pay”
VC UncoveredMercedes Bent, Premise“Most of investors' role is actually making clear non-emotional logical decisions consistently. Those are some of the biggest skills you hav”
VC UncoveredSelina Troesch, Intuit Ventures“I’d rather have a really beautiful un-portfolio than some big blow-ups. I have a sense of what are important things to understand before I”
VC UncoveredSherman Williams, AIN Ventures“What attracts me to founders are those who can clearly and concisely articulate a gap in a market, why they are uniquely qualified to build”
VC UncoveredDemi Obayomi, Sapphire Ventures“Success is the ability to make other people’s dreams come true.”
VC UncoveredDaniel Ramirez, 10VC“Try to make the right decision and then try to make your decision right.”
▶ 52 min
VC UncoveredAtlas Berry, M1CFrom South African Mines to Linkin Park: Building the Physical Backbone of AI.
VC UncoveredItamar Novick, Recursive Ventures“The ones that really go big are companies that get to a one winner take most dynamic.”
VC UncoveredAhmad Tahir, Moderne Ventures“It’s not about having the perfect plan; it’s about testing hypotheses fast, learning faster, and adjusting direction before the market move”
VC UncoveredNatan Reddy, Ironspring Ventures“Industrial tech winners will be determined, not only on their speed of entry, but by how adept they are in their commercialization strategy”
VC UncoveredMonique Woodard, Cake Ventures“I believe that the future is really about this intersection of technology and demographic shifts, because demographic shifts reflect change”
VC UncoveredAtlas Berry, M1C“The world is industrializing... we want to back the founders that are pushing forward this next industrial era.”
VC UncoveredSheel Mohnot, Better Tomorrow Ventures (BTV)“Our tagline is ‘everything is fintech.’ Many vertical SaaS companies ultimately are fintech companies and derive the majority of their reve”
VC UncoveredTanvi Lal, Intuit Ventures“Being ‘founder-first’ requires looking after the entire founder, not just the part of the person who makes you money.”
VC UncoveredVikas Raj, ResilienceVC“We try to avoid abstraction. We try to follow the throughline of what the company is offering all the way to how it generates real value fo”
VC UncoveredPeter Day, super{set}“At the moment there’s this unwritten belief that AI is a chatbot. And I think that in the not too distant future, that will be seen as the”
VC UncoveredMarell Evans, Exceptional Capital“One of the most valuable things I’ve learned professionally and personally is to avoid marginalizing my ambition.”
▶ 38 min
VC UncoveredTarun Gupta, Jump CapitalForget TAM: Why the Best Companies Don't Find Markets. They Create Them.
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