Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

feeds.megaphone.fmMarch 24, 20263 min read0 views
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My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investment machines in the business. Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments, and leveraging a uniquely constructed LP base of world-class executives and entrepreneurs. In this conversation, Mitchell walks through every component of the machine, from how they source and evaluate companies to how they think about selling, building culture, and staying competitive in a world being reshaped by AI. For the full show notes

Introduction

PatrickMy guest today is Mitchell Green, the founder of Lead Edge Capital. When I think about Lead Edge, I sort of think about this giant money machine that Mitchell and his two partners have designed over the last 15+ years to make remarkably consistent investment returns for their clients. They have all sorts of unique aspects to the machine that they've built, whether that's their collection of LPs, their 8-point criteria for how they select companies, the way they do cold calls, the way they construct their portfolio.

This is just a totally different way of approaching markets. They're trying to hit singles and doubles and deliver very consistent returns. Mitchell says it's really important in life to be memorable. That's just a great simple thing that you can do. I think you'll find listening to Mitchell today and him talk about his entire machine and the firm that he's built, that he himself is extremely memorable. I hope you enjoy learning about his business.

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