How VCs do due diligence: blockchain and priorities

在投资人尽职调查系列播客的第2期，我们邀请了Blockchain Founders Fund的合伙人Aly Madhavji和Mansoor Madhavji分享其如何在尽职调查的过程中评估区块链创业公司。他们分享了其尽职调查过程、策略和偏好，以及他们与部分项目合作的案例和细节，这些建议同样对非区块链的创业公司有帮助。他们特别提及了：信任、产品、市场表现、财务等。In the second episode of our series on due diligence, we learn from Blockchain Founders Fund about how they evaluate blockchain startups and what they specifically look for in the due diligence process.Recording from Money 20/20 China in Hangzhou, our host Oscar Ramos had an in-depth discussion with Aly Madhavji and Mansoor Madhavji, partners of the Blockchain Founders Fund, who shared their insights about their due diligence process, strategy and preferences when evaluating blockchain projects, and the examples how they work with early-stage projects, which is also illuminating for other startups. Here are some keywords they mentioned: Trust, product, traction, finance, etc.Show Notes:01:32 Introducing Aly and Mansoor 03:00 Portfolio and their Investment Strategy & Philosophy06:10 How do they work globally? 07:21 Stages of Investment 07:35 First Step in Due Diligence for Blockchain 10:37 Transparency and Trust Matters11:54 Checking Background and Company’s Strategies13:30 How do companies react to your due diligence and how does that matter14:38 Bringing in External Parties to the Due Diligence Process15:23 Other Important Areas for Due Diligence16:48 Product Evaluation in Blockchain Companies19:06 Role of Stress Test 20:10 Measuring Traction and Evaluating Analytics 22:08 Financial Due Diligence25:52 Their Perspectives on Startups Outsourcing Key Team Roles (e.g. CFO)27:41 Do they look into Cliffs? �28:55 Additional Tips from Aly and Mansoor30:29 Due Diligence in East Asia32:37 Contact Information and Signing OutContact them!Twitter: @BlockchainFFTwitter: @aly_madhavjiEmail: [email protected] mentioned:https://www.cryptyk.com/https://every.shop/https://www.taloflow.ai/Many thanks to our host Oscar Ramos and guest Aly Madhavji and Mansoor Madhavji, editor David and Geep, producer Eva Shi, organizer Chinaccelerator and sponsor People Squared. Be sure to check out our website www.chinaccelerator.com.