EPISODE · Jul 3, 2026 · 37 MIN
#151 Growth Equity with Isabelle Tashima of Volition Capital
from Alt Funds Network · host Mike Schroeder, Isabelle Tashima
Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ 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.
What this episode covers
Background: Isabelle Tashima, Senior Associate at Volition Capital - a Boston-based technology growth equity firm. Description: On the Alt Funds podcast, host Mike Schroeder interviews Isabelle Tashima of Volition Capital, who explains growth equity as the middle ground between early-stage venture capital and mature, often leveraged private equity. She describes Volition’s focus on capital-efficient tech companies with proven products and customers, typically investing as a minority partner around $5M+ in revenue with $20–$70M checks, and targeting 5x+ outcomes over 5–10 years. Tashima outlines Volition’s diligence process, emphasis on founder-team alignment, repeatable go-to-market motions, and key KPIs, plus a “pull vs. push” operating model supported by internal resources. They discuss AI’s impact, preferring revenue-backed, AI-enabled and verticalized opportunities over large pre-revenue rounds, and share lessons from Chewy and challenges forecasting demand in inventory-driven D2C businesses.
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#151 Growth Equity with Isabelle Tashima of Volition Capital
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