21. Santosh Sankar, Dynamo Ventures - Supply Chain Sector Focus

Dynamo was one of the very first sector-focused VC funds that lasered in on supply chain. Santosh outlines how they leverage that sector focus to add value in 3 distinct areas at the pre-seed and seed stage when founders truly need a trusted partner (not just capital), how having a focused 'prepared mind' provides him an advantage in helping founders navigate these complex industrial supply chain settings, and why fund size drives fund construction strategy in a VC asset class that is blurring the lines of how a ‘seed’ round is defined today. We wrap the episode outlining why early-stage VC is still all about carefully evaluating the human element behind the team.