Why Foundation Capital's Charles Moldow invests in B2C fintech companies




Tearsheet Podcast: Exploring Financial Services Together show

Summary: Last week, we had Caribou Honig of QED Investors on the podcast and I said that his portfolio is one of the strongest in fintech. If I had to name the top investors in the next generation of finance companies, Charles Moldow of Foundation Capital  would definitely be near the top of the list, as well. Charles joins us this week on the Tradestreaming Podcast to talk about his thesis behind why he likes to invest in a trillion dollar industry that, in his words, “doesn’t do a great job servicing its customer base”. His white paper, A Trillion Dollar Market By the People, For the People is essential reading for anyone who wants to know about the marketplace lending space: its size, structure, and potential. We’ll include a link in the show notes to it. His current portfolio includes auxmoney, BTCJam, Finxera (formerly Bancbox), LendingClub [IPO 12/11/14], Lending Home, Motif Investing, and On Deck Capital [IPO 12/17/14] I think you’ll find my conversation with Charles to be thought-provoking -- pay attention to why he prefers to build standalone B2C finance companies as opposed to firms that partner and sell into incumbent financial institutions. Contrarian and a very interesting point. You can find this episode and all the years of our archives on our website, www.tradestreaming.com ***Thanks for joining us on the Tradestreaming Podcast. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****