Alt Funds Network · Jul 3, 2026 · 37:32
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Connect with Isabelle Tashima:
Website: https://www.volitioncapital.com/
Timestamps:
00:00 Welcome and Guest Intro
00:22 Growth Equity Explained
02:37 Why Companies Raise
03:23 Volition Investment Focus
05:48 Under the Radar AI
08:48 Diligence and Process
10:44 Support Model and Portfolio
13:07 Capital Efficiency Mindset
15:23 Market Cycles and Funding
17:07 Big Win Chewy Story
19:39 Lessons from Losses
21:59 Signals of Winners
23:20 Social as Distribution Moat
25:27 What Makes 10X
28:04 How Volition Uses AI
30:58 Sourcing and Outreach
31:41 Founder Red Flags
33:39 Questions Before Raising
35:42 Future of Growth Investing
36:57 Wrap Up and Where to Connect
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.