Barry O'Reilly

What do you do when you find founders who have deep experience in a traditional domain like construction tech and have spent years honing their insights in the domain. Combine that with Co-founders experience being founding engineers of giants like Rippling and spent time on building banking and fintech infrastructure at companies like Niyo. We at Neon love working with such domain experts who come together to startup. Construction tech is a domain that deserves founders like Merlin to disrupt it. As I say it can’t get better that this founding team. Read more about Neon’s portfolio Merlin and our founders Sneha, Siddhartha and Ayantika here: https://lnkd.in/g4m9su-e

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“Voice AI applications will unlock $10B of new software TAM over the next five years” - Bessemer 🎙️ In my latest article on VC Cafe, I explore how Voice AI is reshaping everything from entertainment to customer service, with a focus on what this means for venture capital. It is based on research by Lightspeed   Bessemer Venture Partners, Andreessen Horowitz and others. Read more: The Booming Voice AI Landscape - A VC Perspective (link in the first comment 👇)

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Join for free 500 family offices, VCs, venture studios, founders & angels on Zoom at the 𝐀𝐏𝐀𝐂 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 & 𝐕𝐂 𝐎𝐧𝐥𝐢𝐧𝐞 𝐂𝐨𝐧𝐟 on Sept 20th. Buy network & recordings: inniches.com/apac. Must-attend if you’re investing/fundraising/partnering with Singapore, Australia, India, China, Indonesia, New Zealand, Thailand, Malaysia, South Korea, Taiwan, Hong Kong, Vietnam, Philippines & other Asia-Pacific countries. 1. How does our Single Family Office evaluate venture funds & startups? – Nitesh Aggarwal, CIO @ SFO Fund, AUM $130M, invested in 38 funds & 27 startups. 2. Panel "VC Trends in APAC in 2024" with Nruthya Madappa, Partner @ 3one4 Capital, $520M AUM; Ashwin Raguraman, Co-Founder and Partner @ Bharat Innovation Fund, Fund I - $100M. 3. How GPs can leverage and work with their LPs to drive more value to the investment portfolio? – William Bao Bean, Managing GP @ Orbit Startups, Chinese VC with $180M AUM. 4. Why and How I Invested in 315 YC Companies? – Yotam Rosenbaum, Partner @ Access Fund, raised 6 funds and invested in 315  Y Combinator startups. 5. How to fundraise from Family Offices? – John Milanovich, Director @ Family Office Club, #1 ultra-wealthy investor club incl. 7,500 investors: Family Offices & UHNWIs. 6. Panel "Ways to Partner between Family Offices, VCs, and Venture Studios" with Sheetal Khullar, Growth Lead & Sustainability Expert @ FutureLabs Ventures, Venture Studio & VC with 30 multi-$100M high-growth ventures. 7. How to fundraise for the venture studio and set up relationships with investors? – Farhad Alessandro Mohammadi, CEO @ Mamazen Startup Studio & IH1, Italian venture studio with €4,5M raised and €6M own funds. 8. Venture Building and Investing in the New Economy for Traditional Family Offices – Harshit Joshi, Founding Partner @ Favcy Venture Builders, venture-builder with 30  portcos and go-to platform for 5,000  angel investors and family offices. 9. Panel "Family Office Allocation Strategies: in What Assets do APAC Family Offices invest?" with Shiraz Poonevala, Director Investment @ GP Group. 10. Panel "How AI is changing venture building" with Toby Cox, Partner & Chief Venture Technologist @ Paloma Ventures , portfolio valued at $250M . 11. The Transformation Factor for Breakthrough Startup-Team Performance – Ariya Chittasy, Director @ Engenesis Ventures, Australian Venture Builder that has worked with 800 startups. 12. Why venture studios might be interesting to Family Offices in the APAC region? – Keirn O'Connor, Single Family Office. Other speakers and moderators: Kate Park, Reporter @ TechCrunch; Leesa S., Managing General Partner @ R3I CAPITAL; Jeremy Au 区汉辉, COO of Lucence & Host of BRAVE Southeast Asia Tech podcast; Sunil Goyal YourNest Venture Capital; Subham Panda @ Xartup. More speakers will be announced soon. Tag relevant VCs, family offices & founders in APAC.

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One of the main reasons Landscape exists is to help provide transparency for founders navigating the venture capital ecosystem 🏔️ Omri Amirav-Drory at NFX shares his insightful thoughts on how VCs can become assholes over time and explains some faults that may occur even to the best investors. Here are some things to be mindful of when you come across VC investors 👇🏼 1. Being a VC is a tough role when 99% of the time you say "no" whereas, founders tend to be naturally optimistic. 2. They're looking for companies that can generate massive impact to return the fund - known as the power law. It doesn't necessarily mean your business is bad, it just may not be a good fit for the fund strategy. 3. They're typically very time poor - being pulled into meetings, sending e-mails, following up, helping existing portfolio companies, fundraising, conducting due diligence, and the list goes on and on...especially when speed is a founder's advantage. 4. There are inherently cognitive biases in decision-making that prevent investors saying "yes" but company building is a long term game, so what happens today may look very different in a couple of years. I would love to hear your thoughts 💭

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I just returned from a dinner with many founders in Singapore, and everyone asked me what they should do, as most VCs in this region seem to be hibernating. Our Partner, Jamie Lin, shared his view on DSA just at the right time. (Can DM me if you wanna read the article.) Yes, it is very tough now. Don't lose hope. We've seen many founders in our community who successfully shifted their company towards healthy growth (= maintaining both top and bottom line) and still luckily moved on to the next fundraising. Yes, all returned to the business fundamental: Build a strong PMF and pave it with a strong moat. Survive, survive, survive. Make your customer pay, be creative with capital. Until you find an investor with the same conviction. (I told my founder husband every day.) It's not impossible. But it's not easy. And we at AppWorks are always very proud of all founders who are still fighting! 💪

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Well done, Frank. Would you consider posting these as articles on LInkedIn too? I lost access to Twitter (X) and have not been able to get any help from their support desk - I know a few others who have had the same experience. This is a topic Lisa Morales-Hellebo and I think about a lot as we build REFASHIOND Ventures: The Industrial Transformation Fund.

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