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E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners
Manage episode 320808921 series 2601023
In this episode, Erasmus Elsner is talking to Jordan Nof of Tusk Venture Partners, a venture firm that invests in early-stage consumer technology startups operating in heavily regulated markets.
00:00 Intro
01:39 Investment thesis 2022
02:36 Lithic
05:02 Tusk Venture Partners
08:46 Meeting Bradley Tusk
12:52 Regulatory investment thesis
14:58 The role of regulations in startups
16:37 Fanduel / repeal of PAPSA
17:33 Tusk entry stage
19:01 Consumer vs. Enterprise
19:43 Roman - men’s health
21:34 Alma - mental health care
23:31 Out of scope areas
25:14 Bird - scooter wars
29:36 First mover vs. fast follower
32:50 Sunday - DTC lawn care
37:11 Focus areas 2022
41:02 How to get in touch
51 episoade
Manage episode 320808921 series 2601023
In this episode, Erasmus Elsner is talking to Jordan Nof of Tusk Venture Partners, a venture firm that invests in early-stage consumer technology startups operating in heavily regulated markets.
00:00 Intro
01:39 Investment thesis 2022
02:36 Lithic
05:02 Tusk Venture Partners
08:46 Meeting Bradley Tusk
12:52 Regulatory investment thesis
14:58 The role of regulations in startups
16:37 Fanduel / repeal of PAPSA
17:33 Tusk entry stage
19:01 Consumer vs. Enterprise
19:43 Roman - men’s health
21:34 Alma - mental health care
23:31 Out of scope areas
25:14 Bird - scooter wars
29:36 First mover vs. fast follower
32:50 Sunday - DTC lawn care
37:11 Focus areas 2022
41:02 How to get in touch
51 episoade
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