slice

Full Ep: open.substack.com/pub/slicefund/…

Now he's channeling all of it into Recall Capital, backing AI-native B2B founders and showing up every month as their sales coach and buyer dinner host until they get to their next round.

@sniyogi has spent 20 years inside San Francisco tech. Early Salesforce. Early Clari. Early Gusto. Two venture-backed companies in between. His network is a byproduct of just being there, consistently, across two decades.

Full episode out now: slicefund.substack.com/p/arkady-kulik…

Then they invest in 17-20 companies around each need. The full portfolio of solutions. If they're right about the need, they hit their unicorn.

Most VCs time companies. @arkady_kulik times problems. Arkane is building an index of every company solving for what he calls hidden needs, problems science can already solve, but that most investors don't yet see.

Full Ep: open.substack.com/pub/slicefund/…

That's what she's building toward with @mothfund : increasing the agency of exceptional individuals, as one of their very first believers.

There isn't a generic formula to finding the very best founders. You can only get close by creating your own. @mollyfmielke 's is to find the "moths" of our world.

as a founder, the goalposts always move. the stress never goes away. founders want investors who've built before. not for answers, but more for understanding. ryan wegner and jay reno are 3x YC founders writing $75K checks exclusively into YC companies.

season 3 of the slice pod is a wrap. alpha has moved to sub-$10M caps. the managers who win are former operators who've lived zero to one. here's our season recap: open.substack.com/pub/slicefund/…

Full Episode: Amit Vasudev spent 10 years building Clearbit. Sold to HubSpot. Now he and his co-founders run Earl Grey Capital.

"VCs should feel immense, existential dread with AI." @amitvasudev_ spent 10 years building Clearbit. Sold to HubSpot. Now he and his co-founders run Earl Grey Capital backing founders who don't need to raise capital the way they used to.

full episode: slicefund.substack.com/p/when-the-tra…

"California electricity rates doubled in less than 10 years. 93% of grid capacity added this year is renewables because it's cheaper and better." @anayshah on backing the energy transition through software with commercial pull

"My job is to supercharge them from zero to one and give them playbooks, best practices, share anecdotes so they're not making the mistakes I've made." @vsodera on why lived experience > pattern matching at the earliest stage.

You can't expect outsized returns using the same strategy as everyone else "I don't wait for the fundraising email. Everyone else gets that email. I'm knowing what's going on in real time." @bzises doubles down before anyone else knows

Full Ep: slicefund.substack.com/p/s3e9-superan…

Most managers write angel checks without strategy @bzises wrote 30 that validated his fund thesis Day zero → memos → follow-ons → positions When he launched @superangel nothing changed. Same thesis proven, just fund capital. That's congruency