co-investment

Game-changing ideas don't come along very often. But when they do, organizations need to develop them fast or risk missing out on the opportunity they present. But, very often, fintechs and other financial institutions don't have the time or resources to develop innovations when they present themselves, meaning opportunities go unrealized. So if organizations really want to bring in new capabilities they can't just leave it to chance and hope that someone else will develop breakthrough services or products for them - they need to do it themselves.

In this episode of Financial Futures, we'll learn about the inorganic business-building method fintechs and financial institutions are using to fold in new capabilities to their service offering. We'll discover how the venture studio technique is de-risking the startup model, allowing institutions to create new products and solutions and bring them to market while protecting their own resources and investment capital.

Join us, along with CEO of Shipyard Innovation, Ash Bhatia, and VP of Venture Studio Investments at FIS, James Clayton, as we find out why the venture studio model is a recipe for building successful businesses. And we'll learn about a real example of a startup currently going through the inorganic business-building method to find out what the process looks like from the inside

We'll also ask:

• Why is creating businesses with the venture studio model less risky than investing in a startup?
• What is the recipe for building better businesses?
• How do you choose the right partner to build a business with?
• What are the challenges associated with the venture studio model?
• Who is using the venture studio model to create startups?
• How do you choose an executive team to lead a new business? 

In one of the first interviews with David Breach since he became President of Vista Equity Partners, the global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, Investment Magazine managing editor Matthew Smith talks through the ecosystem approach Visa takes to extracting and nurturing value in its portfolio companies. During the interview Breach also uses a local Australian case study to highlight the advantages that can be derived from co-investing with asset owners and he raises the importance of a committed approach to diversity, equality and inclusion for him and Vista’s Founder, Chairman & CEO, Robert F. Smith, in the all-pervasive technology sector.

Entrepreneurs looking for funding can not escape from the due diligence from investors. In order to have more founders to understand the process of investment due diligence, we are introducing a new and special series, where we talk with investors about due diligence.

Recording from Money 20/20 China in Hangzhou, Oscar Ramos talked with Carman Chan, Founder and Managing Partner of Click Ventures who successfully invested in Spotify, Meetup and many tech companies. 


In this episode, Chan shared insights on how they evaluate traction, team, product as well as what founders should have prepared for investors, the proper plan for companies to work on and lastly the differences in Asia versus the West regarding due diligence.

Show Notes:

1:32 Carman Chan’s strong background in data and mathematics

2:08 Introducing Click Ventures, investment thesis and projects

3:38 Due Diligence process

4:25 Importance of company metrics

6:36 Best tools to measure traction

8:30 Red flags Carman met in the process

10:30 Due Diligence in product

12:47 Product roadmap

13:20 Importance of the founding team

14:04 Missing team members

15:07 Team related problems in Due Diligence

15:55 Other parts Carman evaluates including advisors, founder vesting plan, etc

17:22 Relationship with co-investors in Due Diligence

18:25 Differences in Asian Companies compared to those from other countries

22:11 Contact Information and Signing Off