Episode Description

Allen is the Managing Director of Endeavor Catalyst, an innovative co-investment vehicle through which Endeavor can invest into its portfolio companies. Launched in 2012, Endeavor Catalyst has raised more than $120M+ across two funds and made 130+ investments to date in 27 different countries across Latin America, EMEA and Southeast Asia. Investments include Globant (NYSE:GLOB) in Argentina, Peak (acq’d Zynga $1.8Bn, 2020) in Turkey and Fetchr in the UAE.

What’s in this episode?

1) The main driver behind looking at places where not many people are looking

2) Access problem of emerging market founders and associated selection biases developed market VCs might have

3) A look at Endeavor Catalyst’s rule-based investment criteria

4) Natural patterns Endeavor sees when companies are ready to push out of their home countries/turf

5) Tell-tale signs of a company as to when they'd be able to attract serious downstream capital interest

6) Co-investing with local vs global VCs