E46: Vinny Pujji on Leveraging 3rd Order Analysis to Pick Winners for Left Lane Capital
Manage episode 442871997 series 3604551
In this episode, Managing Partner Vinny Pujji discusses the strategic positioning and innovative approaches of Left Lane Capital. The conversation digs into the specialized data analysis that sets them apart from other investment firms. Vinny also charts out the future of Left Lane and breaks down how he approached several of their investments including ChargeBee, Astrotalk, Takai Tree, and more.
🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj
--
RECOMMENDED PODCAST:
🎙️ Second Opinion - A new podcast for health-tech insiders from Christina Farr of the Second Opinion newsletter. Join Christina Farr, Luba Greenwood, and Ash Zenooz every week as they challenge industry experts with tough questions about the best bets in health-tech.
Apple Podcasts: https://podcasts.apple.com/us/podcast/id1759267211
Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv
-
RECOMMENDED PODCAST: ECON 102 W/ NOAH SMITH
Keeping econ entertaining - Noahpinion author Noah Smith and Erik Torenberg break down business news and politics every week.
Apple: https://podcasts.apple.com/podcast/id1696419056
Spotify: https://open.spotify.com/show/6q7Gn5lP8TTtBPuV1NJSGs
--
This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.
--
SPONSORS:
🦾 Level up your ineffective website chatbot with CommandBar. CommandBar builds a new type of web assistant which delivers highly personalized responses, real time co-browsing, and can perform actions on behalf of the users. Learn how Hashicorp, Gusto, Freshworks and more use CommandBar at https://commandbar.com/moz
This episode is brought to you by Warp. Don’t let payroll and compliance hold your startup back: visit https://joinwarp.com/peel to get started and receive a $1000 gift card when your first run payroll.
💥 Access global engineering without the headache and at a fraction of the cost: head to https://choosesquad.com and mention “Turpentine” to skip the waitlist.
--
LINKS:
Left Lane Capital: https://www.leftlane.com/
Apple: https://podcasts.apple.com/us/podcast/turpentine-vc-venture-capital-and-investing/id1701006772
Spotify: https://open.spotify.com/show/3Yb8ErLRnyoAqn4Y6NegTx
--
TIMESTAMPS:
(00:00) Intro
(00:34) Left Lane's Market Positioning
(01:18) Evolution of Tech Investing
(03:49) Third Order Data Analysis
(08:12) Identifying Unique Companies
(11:48) Investment Strategies and Examples
(15:00) SPONSORS: CommandBar | Warp
(22:37) Fund Construction and Team Dynamics
(27:02) Empowering Junior Team Members
(27:46) Navigating the Investment Funnel
(28:44) Challenges and Strategies in Investment
(30:37) SPONSOR: Squad
(32:04) Future of Left Lane and Asset Class
(37:13) Chargebee: A Success Story
(42:39) Investment Risks and Customer References
(49:40) Final Thoughts and Lessons Learned
71 jaksoa