464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They're Obvious (Han Shen)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Dec 16, 2024 · 52m

Han Shen of iFly.vc joins Nick to discuss Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They're Obvious. In this episode we cover:

The Role of Customer Insights in Investment Decisions

Han Shen's Investment Strategy and Focus on U.S. Market

Investment Themes and Portfolio Construction

Investment in We and Lessons Learned from China

Founder Insights and Growth Potential

Investment Framework and Underwriting

Common Reasons for Company Failure

Recommendations and Final Thoughts

Guest Links:

Han's…