Michael Gilroy

speaker

885 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Michael Gilroy’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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How I Invest with David Weisburd · E405: Why AI Has Made Venture Capital Harder (Not Easier) · 20 Jul 2026 podcast

And so...

The best LPs in the world are doing that extra layer of work.

I told you my LPs are calling me on Coinvest all the time that they're looking at.

It's a good company or evaluation, all of the above.

And so it's just another way of creating trust, but creating trust economically and doing things the right way.

Because of the platform that I was on before and the financial rigor that it demanded to

it's impossible to not bring that into the day-to-day work at Marathon.

If you look at our seed and series A models, for example, they look and feel like a public company model.

Like if I were to call my buddies at Well Rock or Lone Pine and say, hey, let's look at this name, and you pull up your model,

it will look and feel like that.

Now, it's a Series A model.

The only thing I can tell you about the model is it's definitely wrong.

I don't know if it's going too fast or slow, but it's wrong.

There's no doubt about it.

Now, what is absolutely accurate is whatever we're assuming the exit multiple is, we're gonna have operating leverage within sniffing distance of what it should be for that product set at that point in time for this business.

i know what every single business model across fintech and goku knows what every single business model across software looks like at scale and if we don't we'll go figure that out pretty quickly because we did it for a long time and so we say okay

Here's what we think the net income conversion off of gross profit can be.

And so what does that mean from a multiple standpoint?

And so if we are right, this company will trade like this.

And now we still have to get there, which there's a lot of work to do from series A to public.

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