Jan 19, 2022 • 48M

How SoftBank Vision Fund Invests in Consumer with Nagraj Kashyap, Managing Partner at SoftBank Vision Fund

The Consumer VC Episode 190 with Nagraj Kashyap, Managing Partner at SoftBank Investment Partners Vision Fund

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Mike Gelb
The Consumer VC takes a look into early-stage consumer investing and venture capital. If you are interested in learning about consumer trends, have a b2c business and interested in learning about the fundraising process at the early stage, you have come to the right place. Mike interviews some of the top venture capitalists in the world that focus on B2C and consumer type companies or have a deep track record investing in these categories such as marketplaces, SaaS, social, CPG and non-tech subscription. Mike also interviews founders that are building some of the most disruptive consumer facing companies in the world. The conversation usually includes the insight the founder discovered, fundraising strategy, and the pitch. This podcast also includes bonus episodes. Each bonus episode dives into a particular subject that might not have to due with the fundraise or venture capital, but still would be helpful to founders. For example, a bonus episode on brand strategy or how to construct a board of directors. All bonus episodes will be clearly labeled. For all episodes, please visit www.theconsumervc.com. For updates, you can follow @mikegelb on Twitter.
Episode details

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Hey Friends,

Our guest today is Nagraj Kashyap, Managing Partner at SoftBank Vision Fund. SoftBank Vision Fund is one of the largest venture capital funds in the world. Nagraj leads their consumer practice for investing in North America.

It was really fun chatting with Nagraj about how Vision Fund 2 is different from the first Vision Fund. We also touch on:

  • His three consumer investment theses

  • The strategy behind fund 2

  • What it takes for a consumer company to succeed

  • Why they recently invested in Vouri

  • How Waze became successful

  • The difference investing in non-tech product businesses vs. tech businesses

  • Analyzing price in today’s market

I hope you enjoy!