Alex Borschow
speaker
398 appearances
1 recordings
1 series
first heard Dec 2025
last heard 20 Dec
Alex Borschow’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
But fundamentally, the business we're in is investing in people, right?
You can check the box on product.
You can check the box on the market being big enough.
And that's an important one.
I think founders don't always do the math on, can I actually grow this business to the size that would be attractive to an acquirer?
And is that going to generate a significant amount of return or large enough return for a venture investor for me to actually raise capital?
And-
The answer is that a billion dollar market size sounds large, but it actually isn't always often not large enough for a emerging brand to grow enough into.
I think there's maybe an illusion that a brand can grow to 10% market share, and that's just not realistic for most categories.
It's not impossible, but it's very difficult for us to underwrite too.
And this is where it comes down to really leaving aside product market fit and category and tailwinds of the category, growth of the category.
We want to see categories are growing well above the industry average.
It really comes down to the founder and the founding team and
Because these founders and the teams, they're the ones who are actually going to execute and run these companies.
We don't step in and run them.
We have to really be excited about and confident about having the right partners and teams running and executing these strategies and these real strategies.
And there's metrics that we look at.
There's psychographic analysis that we do.
And then there's just kind of the it factor where you just kind of be like...
This person's got it.
Showing 261–280 of 398 · page 14 of 20
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