The podcast from VC Sheet, where top early-stage investors pull back the curtain on what makes or breaks a fundraise. Let's have some fun.
Hosted by Mat Vogels.
Hosted by Mat Vogels.
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episodes

39:52
Adam Hammer
Roadrunner
Adam Hammer, co-founder and CEO of a deep-tech studio in Albuquerque, translates national-security research into companies, leveraging investor/operator and defense-policy experience to de-risk national-lab tech transfer via hands-on company building.

Adam Hammer
CEO & GP, Roadrunner

Energy
Materials
Deeptech / Hardware
Climate
Biotech

48:45
AJ Smith
Outlander VC
Multi-time founder AJ Smith uses his failed startup and songwriting—having opened for the Eagles under mentor Glenn Frey—to coach founders with a 90‑second headline test and boxing/sweat-equity events.

AJ Smith
Partner, Outlander VC

AI
Robotics
Defense
Deeptech / Hardware
Climate

46:02
Alexandra Vidyuk
Beyond Earth
Alexandra Vidyuk is a physicist and former international banker-turned-founder and investor who applies scientific rigor (three PhDs, a Nobel laureate), a founder-first approach, and a global deep-tech thesis.

Alexandra Vidyuk
Founding Partner, Beyond Earth

Deeptech / Hardware
AI
Biotech
Chips
Energy
57:05
Andrew Couillard
Black Flag
Andrew Couillard—former Navy EOD who managed a $50M unmanned underwater vehicle portfolio—offers rare military AI/ML and autonomy experience, runs accelerator curriculum, and requires 300% probable demand before raises.
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Andrew Couillard
Investor, Harpoon Ventures
Defense
Deeptech / Hardware
Energy
Climate
Cybersecurity

40:04
Arkady Kulik
Arkane
Arkady Kulik blends physics-trained rigor and music-industry creativity, bridges science and entrepreneurship, favors founders showing self-honesty and resilience, leverages AI research, backs multiple approaches, and targets non-invasive medicine and neurotechnology.
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Arkady Kulik
Managing Partner, Arkane

AI
Biotech
Chips
Cybersecurity
Deeptech / Hardware
30:54
Arthur Karell
First In
Arthur Karell, a Bronze Star–decorated Marine infantry officer who, after senior roles at FiscalNote, Anduril and Seashell and sourcing over $425M in acquisitions, focuses on defense and dual‑use seed-stage startups.

Arthur Karell
Partner, First In
Cybersecurity
Defense
Data
Deeptech / Hardware
AI

38:49
Brandes Woodall
Also Capital
Brandes Woodall moved from scout partner to full-time analyst, doubling the firm's investment team and combining early-stage diligence, operations and portfolio support for broader operational exposure than typical junior investors.

Brandes Woodall
Analyst, Also Capital

Deeptech / Hardware
Space
Energy
Climate
Defense
30:29
Brett Calhoun
Redbud VC
Brett uses DiSC assessments and structured founder habit scoring to back founders strengthened by struggle through venture studio work while outreaching 300 people weekly on LinkedIn to build a brand.

Brett Calhoun
Managing Director & GP, Redbud.vc, Redbud VC
Generalist
Deeptech / Hardware
SaaS
AI

37:29
Caie Kelley
Lowercarbon Capital
Caie is a General Partner focused on growth-stage opportunities who applies quantitative analysis to science-backed deep tech and has backed founders in batteries, alternative materials, circularity and climate software.

Caie Kelley
General Partner, Growth, Lowercarbon Capital

Energy
Climate
Deeptech / Hardware
Robotics

48:39
David Goldman
Celesta Capital
David Goldman, partner at an early-stage deep-tech fund, writes $3–12M first checks into semiconductors and AI and uses his LP and banking background to help founders read fund dynamics.

David Goldman
Partner, Celesta Capital

AI
Deeptech / Hardware
Robotics
Materials
Defense

45:05
Ellen Chisa
Boldstart Ventures
Ellen Chisa, Dark’s cofounder who built a backend language, editor and infrastructure, meets founders pre‑company and focuses on developer adoption via tight learning experiments to displace incumbents in 5–10 years.

Ellen Chisa
Partner, Boldstart Ventures

Enterprise
AI
Cybersecurity
Devtools
SaaS

26:03
Emily Lindberg
Undeterred Capital
Emily Lindberg, Associate and Head of Research, combines investing with a structured research function uncommon at early-stage firms and brings life-sciences experience from an MPM BioImpact fellowship and Nucleate networks.

Emily Lindberg
Associate, Undeterred Capital

Biotech
Robotics
Deeptech / Hardware
AI
Health

30:34
Eric Shu
Access Ventures
Former Marine artillery officer and Marine reservist in the Pentagon innovation ecosystem, he focuses on cybersecurity, dual‑use, defense and space startups and builds founder relationships via ultrarunning Pitch and Run.

Eric Shu
Principal, Access Ventures

SaaS
Cybersecurity
Enterprise
Data
AI

39:42
Grant Brown
8090 Industries
Former pipeline engineer Grant Brown combines hands-on experience managing and rebuilding Louisiana gas plants after hurricanes with expertise integrating decarbonization technologies into heavy infrastructure and structuring venture–project finance–public sponsorship deals.

Grant Brown
Principal, 8090 Industries

Climate
Energy
Defense
AI
Deeptech / Hardware

48:17
Ian Rountree
Cantos
Ian Rountree is a first-check investor backing pre-traction founders commercializing near frontier science in climate, defense, and industrial resilience, advocating full-stack deep tech and hosting the Near Frontier podcast.

Ian Rountree
Founder and General Partner, Cantos

Climate
Deeptech / Hardware
Materials
Transportation
Energy

59:50
Mike Steadman
Context VC
Mike Steadman, a former Marine Corps infantry officer, three-time national boxing champion and venture partner, helps veteran and overlooked founders define and own market categories via his Category Whisperer approach.

Mike Steadman
Venture Partner, Context VC

Under-represented founders
Fintech
Defense
Consumer
AI

49:57
Jack Dreifuss
Impatient Ventures
Jack Dreifuss, an ex‑poker pro and strategy gamer turned operator with two exits, backs mission‑critical automated infrastructure (AI chip fabs, unmanned naval ships) while running consulting and marketing firms.

Jack Dreifuss
Founding GP, Impatient Ventures

AI
Defense
Robotics
Biotech
Deeptech / Hardware

43:34
Jacob Jackson
Julian Capital
Jacob is a former founder, angel investor, and revenue/growth leader. He's co-GM at Deep Checks and an investment partner at Julian Capital, where he backs the world's most ambitious deeptech founders.

Jacob Jackson
Partner, Julian Capital, Deep Checks

Deeptech / Hardware
Robotics
Biotech
Climate
Energy

43:05
Jake Storm
Felicis Ventures
Jake Storm, named one of Business Insider's 2023 Rising Stars, backs Oso, Tines, Resourcely, focuses on software infrastructure and security tooling, and connects founders via skydiving, Ferrari racing, boating.

Jake Storm
General Partner, Felicis Ventures

AI
Devtools
Data
Health
Deeptech / Hardware

31:16
Jakob Diepenbrock
Discipulus Ventures
Jakob Diepenbrock started via the Ballmer family office, built in El Segundo around the defense‑hardware ecosystem, and runs immersive live‑in cohorts with 6 a.m. workouts and mentorship for technical founders.

Jakob Diepenbrock
Founder and General Partner, Discipulus Ventures

Deeptech / Hardware
Robotics
Defense
Chips
Transportation

56:17
Jason Chapman
Konvoy Ventures
Jason Chapman co-founded a gaming-focused VC with his brother and childhood friend, runs weekly sub-sector research debates to map trends, and gives transparent, actionable feedback inviting founders to return.

Jason Chapman
Managing Partner, Konvoy Ventures

Gaming / VR
Deeptech / Hardware
Consumer
Enterprise
Defense

46:53
Jason Gray
Pioneer Fund
Jason Gray uniquely backs YC founders through Pioneer Fund, which holds the largest YC network of founders and mentors.

Jason Gray
Founder & Managing Partner, Pioneer Fund

Generalist
AI
SaaS
Fintech
Consumer

43:53
John Forbes
Julian Capital
John Forbes, an operator who served as Chief of Staff at Perimeter and helped it reach product-market fit, seeks founders revealing absolutely absurd secrets to spot frontier opportunities.

John Forbes
Investor, Julian Capital, Deep Checks

Deeptech / Hardware
Robotics
Biotech
Climate
Energy

40:35
Jordan Wan
CoFound
Jordan Wan, MIT engineer and founder of CloserIQ (served 600+ startups), helps founders design repeatable go-to-market motions to build revenue engines and initially raised his fund from founders he supported.

Jordan Wan
General Partner, CoFound

SaaS
Enterprise
Health
Fintech
Marketplaces
59:50
Josh Manchester
Champion Hill Ventures
Josh Manchester, a former U.S. Marine Corps officer and solo GP, backs technology protecting government by consent and the free world; he was an early backer of Palantir and Anduril.
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Josh Manchester
General Partner, Champion Hill Ventures
Defense
Space
AI
Biotech
Deeptech / Hardware

32:22
Kenan Saleh
a16z
Kenan Saleh built Halo Cars with no-code and sold it to Lyft in 7–9 months, led Lyft Media, and now invests on a games-focused speedrun team after 50+ angel investments.

Kenan Saleh
Investment Partner , a16z

AI
Defense
Biotech
Consumer
Web3 / Crypto

40:29
Kyle McNulty
In-Q-Tel (IQT)
Kyle McNulty leverages hundreds of long-form cybersecurity interviews from his Secure Ventures podcast to develop deep pattern recognition for go-to-market and scaling, plus cross-domain insights across cyber, space, and energy.

Kyle McNulty
Investor, In-Q-Tel (IQT)

AI
Cybersecurity
Biotech
Chips
Defense

51:02
Larsen Jensen
Harpoon Ventures
Larsen Jensen, a two-time Olympic medalist and former Navy SEAL, hands-on helps commercial infrastructure, security, and AI companies win government contracts—his portfolio has closed roughly $500M in such deals.

Larsen Jensen
General Partner, Harpoon Ventures

Defense
Deeptech / Hardware
Energy
Climate
Cybersecurity

53:39
Leo Banchik
Voyager
Leo has two decades in climate tech; he led product at desalination startup Sandymount, was partner for global climate and deep‑tech investing, and holds an MIT PhD in low‑carbon desalination.

Leo Banchik
Partner, Voyager

Climate
Energy
Deeptech / Hardware
Materials
Transportation

38:58
Leo Polovets
Humba Ventures
Leo Polovets, an early LinkedIn engineer who built Jobs and Groups, is known as the Coding VC for publishing engineering-style frameworks and evaluating startups as bundles of risks to de-risk.

Leo Polovets
General Partner, Humba Ventures

Deeptech / Hardware
Robotics
Biotech
Defense
Climate

56:56
Matias Zorrilla
Harpoon Ventures
Matias Zorrilla applies structured‑finance and late‑stage transaction expertise as a San Diego–based, first‑look gatekeeper for early‑stage defense and critical‑tech founders, offering quantitative, capital‑structure‑aware VC/accelerator partnership and fundraising guidance.

Matias Zorrilla
Investor, Black Flag, Harpoon Ventures

Defense
Deeptech / Hardware
Energy
Climate
Cybersecurity
59:01
Mat Sherman
MatCap
Mat Sherman, a builder‑GP who struggled as an outsider founder, focuses on overlooked founders outside major hubs by running incubators and sprints, sourcing via his Forward Thinking podcast and newsletter.

Mat Sherman
Founder, MatCap
Consumer
CPG / D2C
Ecommerce
Data
Enterprise

42:46
Matt Logan
Earthshot Ventures
Matt Logan personally outreached 500+ companies—driving deals like KoBold Metals and Etched—and leverages climate experience and $200M project-finance plus Series B background, favoring cost-and-performance-first AI energy, robotics, space tech.

Matt Logan
General Partner, Earthshot Ventures

Climate
Energy
Food & Ag
Transportation
Materials

51:47
Mat Vogels
Harpoon Ventures
Mat Vogels is a designer-founder-investor who builds products (VC Sheet, Pineapple List, Pitch Colorado), focuses on infrastructure tools for the startup ecosystem, and brings design expertise to craft conversion-focused narratives.

Mat Vogels
Investor, Harpoon Ventures

Defense
Deeptech / Hardware
Energy
Climate
Cybersecurity

45:04
Michael Gibson
1517
Michael Gibson, a former philosophy professor and long-time Thiel Fellowship operator, applies a humanities lens—prioritizing reasoning and character over credentials—to spot unconventional young technical talent before teams coalesce.

Michael Gibson
Founder and General Partner, 1517

Deeptech / Hardware
SaaS
Enterprise
AI
Climate

47:13
Natty Zola
Matchstick Ventures
Natty Zola is a startup founder turned investor. He was managing Director of TechStars Boulder and led six Techstars Boulder cohorts before starting Matchstick Ventures.

Natty Zola
Partner, Matchstick Ventures

SaaS
Enterprise
Fintech
Ecommerce
Deeptech / Hardware

46:19
Patty Wexler
Avila VC
Patty combines Silicon Valley networks with engineering and industrial experience and a pragmatic, thesis-driven focus—early backing foundational hardtech and overlooked industries, earning a track record of unearthing breakout companies.

Patty Wexler
Founder & General Partner, Avila VC

Energy
Food & Ag
SaaS
Climate
Materials
41:57
Philip Carson
Cubit Capital
Philip Carson is a partner at a top Dallas VC fund, invests pre-seed–Series A in energy, defense and industrial tech—especially robotics, manufacturing, logistics and supply-chain/energy solutions—and is Moody Bible Institute and SMU Cox-trained.

Philip Carson
Partner, Cubit Capital
Deeptech / Hardware
Future of Work
Energy
Cybersecurity

42:28
Riley Loftus
Harpoon Ventures
Riley Loftus brings investment banking, software PE and seed VC experience with late-stage rigor and early-stage pattern recognition to advise deep-tech, defense, hardware-heavy founders on government contracting.
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Riley Loftus
Investor, Harpoon Ventures

Defense
Deeptech / Hardware
Energy
Climate
Cybersecurity

45:01
Rishabh Surendran
Gaingels
Rishabh Surendran is a deep‑tech investor, engages founders on product and model questions beyond the board while backing frontier AI that materially improves the world.

Rishabh Surendran
Investor, Gaingels

Under-represented founders
Health
Fintech
AI
Consumer

48:50
Santiago Pliego
Vashon
Santiago Pliego invests like a merchant-era explorer—meeting founders in mountains, deserts, and jungles—seeking hidden bottlenecks in physical industries like mining and often backing founders from short memos instead of decks.

Santiago Pliego
Co-founder, Vashon

Robotics
Energy
Deeptech / Hardware
Materials
Transportation

48:54
Sarah Kunst
Cleo Capital
Sarah Kunst, a conviction investor, backs founders before they have ideas, treats VC as service coaching investors and founders, and draws on her small‑town Michigan, non‑top‑university background and cold‑emailing experience.

Sarah Kunst
Managing Director, Cleo Capital

Fintech
Consumer
CPG / D2C
SaaS
Web3 / Crypto

46:16
Taylor Sargent
Industrious Ventures
Taylor Sargent combines hands-on technical experience as lead scientist for satellite communications and ground-station modernization at NASA Goddard with DARPA program-management deploying ~$130M across aerospace, quantum sensing and advanced materials.

Taylor Sargent
Partner, Industrious Ventures

Space
Deeptech / Hardware
Defense
Robotics
Logistics

36:49
Zal Bilimoria
Refactor Capital
Zal Bilimoria, solo GP with product experience at Microsoft and Google, focuses on non-human genomics, synthetic biology and hard-science; he applies an engineering refactor-debug lens and tracks Net Promoter Score.

Zal Bilimoria
Founding Partner, Refactor Capital

Biotech
Health
Climate
Deeptech / Hardware
Materials

































