Logan Bartlett: The State of Software Venture Investing

<p>Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Capital and specifically Software Venture Capital. We discussed Logan’s venture capital journey, the differences between public markets and the private market, what is currently happening in the Software landscape, he shared from a venture capitalist point of view on how to construct a portfolio, deciding when to buy, and how to research a company.</p> <ul> <li>[0:00] Introduction: Logans Investment Journey from Battery Ventures to Redpoint Ventures</li> <li>[5:40] What made Battery Ventures so good?</li> <li>[9:00] Public Markets vs Private Markets</li> <li>[14:30] What is happening in the Software Landscape? (Exuberance)</li> <li>[22:00] Portfolio Construction in a Venture Fund</li> <li>[35:00] Luck vs Skill</li> <li>[41:00] Knowing too Much can be a Detriment</li> <li>[51:00] Braze $BRZE</li> <li>[1:00:00] When to buy?</li> <li>[1:06:00] Logan’s Research Process</li> <li>[1:15:00] Valuation Matters?</li> <li>[1:22:00] Investment Funds need a media arm?</li> <li>[01:37:40] More from Logan and closing questions</li> </ul> <p>If you like what you heard, please follow Logan on Twitter <a href="https://twitter.com/loganbartlett" target="_blank">@loganbartlett</a>. Also check out what he's doing at Redpoint <a href="https://www.redpoint.com/" target="_blank">here</a>.&nbsp;</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a