Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview

发布时间 2025-04-15 13:45:00    来源

摘要

Neil Mehta, founder of Greenoaks Capital, discusses his unique approach to investing in future S&P 500 companies. In this deep dive, Neil explains his concept of "jaw-dropping customer experiences," and how Greenoaks identifies and partners with exceptional founders. Neil reveals how his firm remains hyper-focused on finding just 10-15 extraordinary founders each year while ignoring "the trivial many." TIMESTAMPS: 0:00 Intro 2:32 Connecting Craftsmanship to Career 5:25 The Concept of Jaw-Dropping Customer Experience (JDCE) 12:08 The Coupang Case Study 17:16 The Importance of Founders & Business Models 31:04 Greenoaks' Unique Approach to VC 39:04 A Memorable Encounter with Henry Kravis 44:52 Early Career & Lessons from Hong Kong 47:53 The Partnership with Benny 55:08 Navigating the Competitive Landscape 1:03:14 High Conviction Investments: TripActions, Rippling, and Carvana 1:15:30 Investment Strategy & Company Evaluation 1:18:03 Adventures in Emerging Markets 1:28:09 Challenges and Lessons Learned 1:36:00 Personal Values and Community Impact 1:43:00 The Kindest Thing Anyone Has Ever Done For Neil Presented by Ramp: https://ramp.com/business-cards?utm_s... Sponsored by AlphaSense and Ridgeline: https://www.alpha-sense.com/invest/ https://www.ridgelineapps.com/ #VentureCapital #GreenOaksCapital #Investing #GrowthInvesting #Founder #Startups #Business #neilmehta ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc

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