Recording of the Everything Marketplaces Group Chat #216 (8/1) with Sonia Nagar, who’s a Partner at SNAK Venture Partners. SNAK is an early-stage stage venture fund that invests in B2B marketplaces.
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0:04 Intro
‍0:56 Sonia's background
‍2:33 What led Sonia to investing in B2B marketplaces
‍4:40 What Sonia looks for when investing in B2B marketplaces
‍5:23 How AI is impacting B2B marketplaces
‍7:12 How marketplace strategies are changing
‍8:15 How AI is impacting network effects
‍9:18 Defensibility in the age of AI
‍10:39 Data moats for B2B marketplaces
‍11:56 Examples for data moats
‍12:51 Sequencing for marketplaces
‍14:39 Challenges for B2B marketplaces
‍16:19 The current state of fundraising
‍18:03 Tips for early-stage founders
‍18:53 Group Q&A on B2B marketplace take rates
‍19:43 Group Q&A on pricing
‍22:29 Group Q&A on pivoting from consumer to enterprise
‍24:09 Group Q&A on B2B marketplace exits
‍26:48 Group Q&A on evaluating technical abilities when investing
‍27:43 Group Q&A on B2B marketplace buyer frequency
‍30:18 Group Q&A on adding financial products
‍31:50 Group Q&A on marketplace growth channels
‍33:16 Group Q&A on round dynamics when investing
‍34:30 Parting marketplace advice
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Sonia on Twitter/X: https://www.x.com/ssahney
Sonia on LinkedIn: https://www.linkedin.com/in/sonias3
SNAK Venture Partners: https://www.snak.vc
Mike (Yoroomie) on Twitter/X: ⁠⁠⁠⁠⁠https://www.x.com/yoroomie⁠⁠⁠⁠⁠⁠
Mike (Yoroomie) on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/yoroomie
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You can also find this group chat in audio format as an episode on our Everything Marketplaces podcast on Apple Podcasts and Spotify. You can also connect with marketplace founders & leaders from our group chats in the Everything Marketplaces community.