VC Uncovered

Care is no longer a personal problem - it’s a societal one. Millennials have officially entered the sandwich generation - caring for our aging parents while raising our own kids. Boomers are aging into 75+, and there’s a growing gap between lifespan and healthspan. And yet, our care infrastructure is nowhere near ready. On the latest episode of VC Uncovered, I sat down with my friend Courtney Leimkuhler, GP at Springbank, to talk about: 🛠️ Why care is economic infrastructure—just as critical as roads and bridges 💰 How the $200 trillion wealth transfer will reshape financial caregiving, fraud, and estate planning 👶🏾 The Doritos vs Daycare paradox - why it’s easier to buy chips than find reliable childcare 🤖 What it actually means to scale “unscalable” industries 🧠 How operator VCs think differently about founder dynamics and intuition as veto power Care is not a niche. It’s not an edge case. It’s the next major macro market - spanning fintech, insurance, elder care, child care, and workforce enablement. Courtney Leimkuhler and the Springbank team are early to this shift - and they’re doing the work to back real infrastructure companies in a space that has been overlooked for too long. This was one of my favorite conversations yet - because it’s personal. it’s big and it’s already here. Fiat Ventures is proud to have co-invested with Courtney Leimkuhler and Springbank and to be huge believers in the future of care! 🎙️ Listen to the full episode: https://lnkd.in/gqxannZH

VCs love to talk about being “long-term greedy.” But few actually live it the way Xan Wood does. On the latest episode of the VC Uncovered Podcast, I sat down with Xan Wood from Canvas Prime, and he dropped one of the clearest frameworks I’ve heard for how to win in this business without chasing heat or hype. Here’s the playbook: 1. Provide value with no expectation of return. Do it consistently. Quietly. For years. 2. Avoid the “power law” frenzy. Xan looks for companies right before their go-to-market inflection point—where the upside is real, but the noise hasn’t arrived. 3. Use “Mosaic Theory” for diligence. Build conviction from incomplete and conflicting data. Spot the picture before it’s obvious. He also shares how running a boxing gym as a college student taught him more about entrepreneurship than any resume ever could. This episode is a masterclass in playing the long game. It’s not just about conviction - it’s about compounding. And it’s a reminder that in venture, quiet momentum beats loud FOMO every time. 🎧 Listen to the full conversation with Xan Wood now on the VC Uncovered Podcast: https://lnkd.in/gic8Jw6J

Enjoyed spending time with Drew Glover as always and thanks to Nick Madrid, CFA. In general the whole Fiat Ventures team are on a roll at the moment Marcos Fernandez, Adrian Hunter, and Alex Harris. Great to see an amazing platform getting built in real time.

Had a ton of fun talking with Drew Glover on VC Uncovered!

“Our model is both an insurance policy and a lottery ticket.” This line from Jeff Becker, General Partner at Antler during our conversation has been stuck in my head ever since we hit record. And I’m proud to say - it was the very first episode of the VC Uncovered podcast. We kicked things off with one of the sharpest minds in early-stage venture because what Jeff and the team at Antler are building is different - in the best way. Most investors talk about risk like it’s something to minimize. Jeff treats risk as something to be engineered. Antler isn’t chasing safe bets. They’ve built a system that absorbs early-stage risk while maximizing exposure to generational outcomes. Their approach is grounded in two big ideas: High-volume, early-stage diversification – Out of 165,000 applicants, Antler backs 70. It’s not spray-and-pray -- it’s high-conviction at scale. Own 10% of 225 companies – Run that math, and you don’t just hope for a unicorn. You build a portfolio where there’s a 63% chance of backing a $10B company. What makes it work? Antler skips the noise. No hype, no FOMO, no fancy traction slides. Just real-time insight on how a founder operates before they’ve even incorporated. Founders don’t get just capital - they get culture, community, and a cohort of people building like their lives depend on it. This episode was packed with frameworks - from how Jeff identifies “maniacs,” to how Antler trains founders for the day they’re leading 1,000+ people. If you’re rethinking what “early” should look like—or just want to hear someone break down how to build a venture model that actually works—this one’s worth the listen. 🎧 Episode 1 of the VC Uncovered Podcast is live. Featuring Jeff Becker, Antler. Linked in comments 👇🏾