Logan Bartlett

Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920

Logan Bartlett, Harry Stebbings

Redpoint Ventures partner Logan Williams discusses his career trajectory from Battery Ventures to Redpoint and outlines the firm's distinct strategy of balancing individual partner brands with deep domain expertise. Williams analyzes the current venture landscape, noting a capital shift from late-stage Series B and C rounds to earlier seed and pre-seed stages that has driven valuation inflation while creating a dearth of mid-market deal flow. He further details Redpoint's investment discipline, emphasizing a focus on ownership in high-conviction winners over "spray and pray" tactics, advocating for transparent portfolio mark-downs, and stressing the critical role of board governance in guiding founders through market corrections.