NextView Ventures’ Rob Go on investing in underrepresented Founders, the transition from FOMO to FOLD, and changes to the consumer business model.

Summary

Rob Go, General Partner, NextView Ventures

Key Takeaways:

1. E-com businesses that have subscription-like unit economics will begin to be treated more favorably as this crisis unlocks a new consistent consumer base.

2. Dislocation between economic realities and public markets exists, but early stage company valuations are still predominantly driven by their competition.

3. Reference checks are a critical and useful way to check on a founder in a remote environment.