Fontana: Zetta requires discounted market cap to exceed fund size
Ash Fontana · 20VC: Ash Fontana on The 5 Core Characteristics That Make Data Valuable, What VCs Can Learn From Italian Craftsmen and Howard Marks & The Importance of Vertical Integration In Scaling Today · Nov 18, 2019 · at 22:11
Ash Fontana, Managing Director at Zetta Venture Partners, explains Zetta's bottom-up market sizing tool and investment criteria.
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“And you know, if that number, which is the potential market cap of the company discounted to today is bigger than the size of our fund, then that's the starting point for thinking about making investment.”
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