Episode
E410: How Relationships Built a $3.6B Venture Firm
- Published
- Jul 31, 2026
- Duration seconds
- 3561
- Processing state
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- https://howiinvestpodcast.com/episodes/cHIhREqzCY7
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Summary
Consumer startups may grab the headlines, but some of the most valuable companies are built by solving mission-critical problems for businesses. David sits down with Rick Heitzmann, Managing Director at FirstMark Capital, to discuss how he identifies high-growth technology-enabled business services, why sectors like data infrastructure, compliance, marketing technology, and information services continue to generate outsized opportunities, and what separates enduring enterprise businesses from short-lived trends.