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Leo Polovets

8 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Sep 4, 2025 by Leo Polovets · across every show →

On the record as a speaker too: Leo Polovets's record, appearances and statements → this page counts the times other people say the name.

Everything said about Leo Polovets, oldest first

Sep 4, 2025 neutral
Disclosure
Polovets: Most of Humba's 10-12 unicorns lacked multi-stage seed leads
“I think we've invested in like 10 or 12 unicorns roughly. Maybe like a third of those or quarter of those had a series A investor at seed.”
Leo Polovets Sep 4, 2025 ▶ 54:19 Is Non-Consensus Investing Overrated?
Sep 4, 2025 negative
Opinion
Polovets: Founders with prior unicorn exits are never non-consensus
“I'm not sure an ex-unicorn founder would ever be, not consensus really.”
Leo Polovets Sep 4, 2025 ▶ 6:00 Is Non-Consensus Investing Overrated?
Sep 4, 2025 bullish
Disclosure
Polovets: Many of my top returns came from non-consensus investments
“I would say like for me, and maybe we invest like a tick earlier more like towards pre-seed and seed, but for me, a lot of my best investments have been more on the non-consensus side.”
Leo Polovets Sep 4, 2025 ▶ 2:45 Is Non-Consensus Investing Overrated?
Sep 4, 2025 neutral
Insight
Polovets: Multi-stage VCs win repeat founders by pricing seed higher
“Where if it is a founder that previously built a business that exited for a hundred million and they're like in the space that they know super well, that's gonna get done at like 40 instead of 20 or 80 instead of 20 post. And chances are it's gonna be a multis…”
Leo Polovets Sep 4, 2025 ▶ 54:55 Is Non-Consensus Investing Overrated?
Sep 4, 2025 neutral
Insight
Polovets: Deep tech startups rarely have functional products by Series A
“At seed, it's very rare to see like, oh, there's an asset that's going to be working here at the series A. Cause usually the asset's still going to be like being developed at the series A or maybe series B.”
Leo Polovets Sep 4, 2025 ▶ 24:09 Is Non-Consensus Investing Overrated?
Sep 4, 2025 negative
Disclosure
Polovets: Humba Ventures paused defense investing due to inflated valuations
“We invested in defense a lot three, four years ago, and then we kept looking, we're basically paused for a year and a half or two, because after the Ukraine and Israel thing, you know, prices just went up like two, three, four times, but the company fundamenta…”
Leo Polovets Sep 4, 2025 ▶ 27:10 Is Non-Consensus Investing Overrated?
Sep 4, 2025 neutral
Disclosure
Polovets: Six to eight of his top ten investments struggled raising seed
“I think at least on my side, for a lot of the precedes and seeds I've done, I went back, I think over my top like 10 investments, maybe six or seven or eight took them months to raise a seed round.”
Leo Polovets Sep 4, 2025 ▶ 22:13 Is Non-Consensus Investing Overrated?
Sep 4, 2025 positive
Insight
Polovets: VC expansion makes market efficient for non-consensus startups
“For non-consensus companies, it's getting more efficient because the more investors there are, the more likely you are to find at least one or two that like what you're doing.”
Leo Polovets Sep 4, 2025 ▶ 16:09 Is Non-Consensus Investing Overrated?
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