Podcasts · VC10X - Investing, Venture Capital, Asset Management, Family Office, Wealth Management
VC10X - Investing in Marketplaces - Colin Gardiner, Founder & GP, Yonder Ventures
· 34 min
Episode VC10X - Investing in Marketplaces - Colin Gardiner, Founder & GP, Yonder Ventures
Colin Gardiner is the founder & GP of Yonder Ventures where he is investing in early-traction marketplace startups. Colin is also an experienced marketplace operator and was formerly the CPO & CRO of Outdoorsy, a highly valued outdoor experience marketplace.
In this episode, we talk about -
- Colin's story and how he started investing
- Their investment thesis at Yonder
- What are marketplaces?
- Why marketplaces make great business opportunities?
- Use of AI in marketplaces
& lots more
Links:
⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com
Yonder Ventures website - https://www.yonder.vc/Yonder-8ee3fa1f28f7420ca780f62f293b86cb
Subscribe to Take Rate newsletter by Colin - https://www.gardinercolin.com/
Colin on LinkedIn - https://www.linkedin.com/in/colingardine
🎙️ Hosted by Prashant Choubey
Follow Prashant on X - https://x.com/ChoubeySahab
Follow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahab
Timestamps:
(00:00) Introduction to Colin Gardiner and Yonder Ventures
(02:11) Colin's story and how he got into investing
(04:43) Founding Yonder Ventures
(05:24) Investment thesis at Yonder Ventures
(06:49) Definition of marketplaces
(07:33) Why marketplaces make great business opportunities
(08:26) Application of AI in marketplaces
(10:37) Interesting examples of marketplaces
(13:09) How marketplaces benefit from network effects
(14:41) Evolution of marketplaces over time
(16:37) Portfolio companies solving important problems
(18:43) When marketplaces hit escape velocity
(20:38) Investing in early-stage marketplaces
(22:32) First-mover advantage in marketplaces
(23:21) Common mistakes marketplace founders make
(24:22) Sourcing high-quality deal flow for marketplaces
(25:47) Portfolio construction strategy at Yonder
(28:06) Investment return criteria
(30:08) Biggest learning from investing in startups
(32:00) Rapid fire round begins
For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com
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Links in the notes 6
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