Roseanne Wincek

Co-Founder and Managing Director, Renegade Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderoperatorscientist@imthemusic ↗renegadepartners.com ↗

Roseanne Wincek co-founded Renegade Partners alongside Renata Quintini to back enterprise software, AI, and fintech companies during the Supercritical Stage. Prior to launching Renegade, she was an investor at IVP and Canaan Partners, managing investments in companies including MasterClass, Glossier, Compass, and KeepTruckin.

11statements → 2claims → 2claims resolved → 3.73/5average certainty → 2.09/5average debate potential → ≈4.0/5argument clarity, estimated → 8said about them ↓

1 supported 0 partly supported 1 contradicted how the 2 claims stand · each chip opens the sources

2 assertions · 2 opinions · 6 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 2 claims: statements the public record can support or contradict. 2 are resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Roseanne argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Wincek: Snap broke out without ever buying Facebook app install ads

“They never bought Facebook ads or, like, Facebook app installs to get there, but instead, they had this really viral product and a proprietary channel, which was actually a pretty old-school channel, right? Word of mouth.”

Roseanne Wincek Jul 12, 2017 ▶ 20:22 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Their most notable contradicted claim

Assertion Contradicted

Wincek: Almost every venture-backed startup uses Looker for analytics

“I don't know a venture-backed startup that doesn't use Looker for analytics because everybody knows that, like, that's one of the first things that you buy.”

Roseanne Wincek Jul 12, 2017 ▶ 17:34 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

How they sound: speaking style how? →

267 words/min while actually speaking · 2.8 um and uh per 1k words

No argument clarity score for Roseanne Wincek: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 12 exchanges on the produced feed is ≈4.0/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 4,993 words across 1 episode, but every recording we have of Roseanne Wincek is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 3/10

pushed back at the host ▾ 1/10

setup questions received 45%

host pushback: the hardest questions Harry asked, tap to play ▶ 8:37“Would you, would you go as far as to say that early stage is an art and late stage is a science if we were to kind of binary segregate the two?” ▶ 13:18“Can I ask, how does the increased competition, as you said there, from the likes of lifecycle firms like NEA, and then also the likes of LP co-investments, which we've seen more an…” ▶ 18:30“What are your thoughts on the incumbency advantage with regards to the distribution channels?”

when Roseanne pushed back ▶ 8:44“I mean, I actually think they're both, right?”

What they said11 What others said8 Episodes1

Everything Roseanne Wincek said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion

Wincek: Late-stage VCs are bad at pricing future vision

“Late stage investors, frankly, are kind of bad at giving entrepreneurs credit for what could be. They see that as upside, but really they're very good at understanding what is working and how additional capital or how additional executives or how slight change…”

Roseanne Wincek Jul 12, 2017 ▶ 7:18 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Opinion

Wincek: Venture capital now has more capital than good companies

“Today I think we have more capital than there are good companies.”

Roseanne Wincek Jul 12, 2017 ▶ 13:42 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Insight

Wincek: Proprietary distribution channels enable startups to scale unfairly

“Get your product into the hands of consumers that you own, that's proprietary to you, and that's relatively inexpensive to kind of the market rate is how you can actually scale unfairly against your competitors.”

Roseanne Wincek Jul 12, 2017 ▶ 17:10 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Assertion Supported

Wincek: Snap broke out without ever buying Facebook app install ads

Insight

Roseanne Wincek: Venture capital is the academia of technology

“I really feel like venture is kind of the academia of tech, right? We kind of create all these mental models for how we think the world works, and we go, we do experiments to test whether or not they're real”

Roseanne Wincek Jul 12, 2017 ▶ 4:11 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Insight

Wincek: Early-stage VC returns rely on a one-third fund-returner rule

“Early-stage investors, at the early stage, you really think, like, about a third of your companies are going to go to zero, a third of your companies are going to return their capital, and a third of your companies are going to return your fund.”

Roseanne Wincek Jul 12, 2017 ▶ 7:51 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Insight

Wincek: Early-stage investors without complete failures aren't taking enough risk

“If you're not, if things are going to zero, and you're a seed or an early-stage investor, you're not taking enough risk, right?”

Roseanne Wincek Jul 12, 2017 ▶ 8:03 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Insight

Wincek: Top enterprise and consumer startups share fundamental growth dynamics

“The best enterprise companies and the best consumer companies, they really look quite similar underneath the covers.”

Roseanne Wincek Jul 12, 2017 ▶ 16:43 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Assertion Contradicted

Wincek: Almost every venture-backed startup uses Looker for analytics

“I don't know a venture-backed startup that doesn't use Looker for analytics because everybody knows that, like, that's one of the first things that you buy.”

Insight

Wincek: Online Education Should Return to Direct Master-to-Apprentice Learning

“I think a lot of early attempts at online education are taking, you know, universities and schools and academia and putting them online. But really the beauty of the internet is that we can actually go back to first principles and think about how does learning…”

Roseanne Wincek Jul 12, 2017 ▶ 26:58 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

Disclosure

Roseanne Wincek engages startups 18 months before investing

“Honestly, like for the most part, I'm spending time with companies. 18 months before we want to invest in them.”

Roseanne Wincek Jul 12, 2017 ▶ 21:20 20VC: The Blurring of Early & Late Stage, Why Your Go To Market Strategy Is More Important Now Than Ever & Why Venture Is The Academia Of Tech with Roseanne Wincek @ IVP

The other half of the tape: Roseanne Wincek's own voice is left out of every number here. Other people bring the name up 8 times in 4 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 5 Annie Duke 2 Crystal Huang 1