{"podcast":{"title":"Invest Like the Best with Patrick O'Shaughnessy","slug":"invest-like-the-best","podcast_index_feed_id":982387,"rss_url":"https://feeds.megaphone.fm/CLS2859450455","website_url":"https://colossus.com/","image_url":"https://megaphone.imgix.net/podcasts/ef669774-cccd-11ed-889b-c36caad6646f/image/158efdddfb983d2678b3530d484e8aa2.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Colossus","episode_count":577,"summary":"Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com","last_synced_at":null,"page_url":"https://stenobird.com/podcast/invest-like-the-best"},"episode":{"title":"Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]","slug":"mitchell-green-lessons-from-cold-calling-10-000-companies-invest-like-the-best-ep-464","published_at":"2026-03-24T08:00:00+00:00","page_url":"https://stenobird.com/podcast/invest-like-the-best/mitchell-green-lessons-from-cold-calling-10-000-companies-invest-like-the-best-ep-464","show_page_url":"https://stenobird.com/podcast/invest-like-the-best","url":"https://colossus.com/episode/building-a-machine/","audio_url":"https://traffic.megaphone.fm/CLS1941425055.mp3?updated=1774315696","summary":"Mitchell Green explains how Lead Edge Capital uses a high-volume, disciplined 'machine' to achieve consistent growth equity returns. He details a rigorous filtering process that narrows thousands of annual cold calls down to a handful of high-conviction investments.","meta_description":"Learn how Lead Edge Capital uses a disciplined 8-point criteria and massive-scale outreach to drive consistent growth equity returns.","key_points":["Main idea: Use a strict filtering framework to define a 'strike zone' for investments, even if the criteria are for focus rather than pure prediction","Practical takeaway: Building long-term relationships with entrepreneurs through helpfulness and follow-through is more effective than transactional sourcing","Failure mode: Avoid hiring talent that lacks drive; persistence and inquisitiveness are more valuable than mere technical ability","Main idea: High retention in growth equity is driven by being a reliable partner who delivers on promises to both founders and LPs","Practical takeaway: Treat secondary transactions and special situations as vital tools for providing liquidity to LPs in a volatile market"],"chapters":[{"start_ms":310000,"title":"The Value of Reliability","summary":"How being a person who follows through on introductions and promises builds long-term entrepreneurial trust."},{"start_ms":570000,"title":"Driving LP Retention","summary":"The importance of active engagement and providing liquidity through secondary markets to maintain high retention rates."},{"start_ms":810000,"title":"The Art of the Exit","summary":"Comparing the discipline of selling in private equity versus the challenges of timing exits in venture growth."},{"start_ms":1080000,"title":"Investment Selection Criteria","summary":"Using specific metrics like gross margins and growth rates to filter thousands of companies into a manageable pipeline."},{"start_ms":1330000,"title":"The Resilience of Software Incumbents","summary":"Why high gross retention makes established software giants formidable competitors against new entrants."},{"start_ms":1820000,"title":"Hiring for Persistence","summary":"Why the best talent is defined by inquisitiveness and the ability to handle high-stakes pressure."},{"start_ms":2570000,"title":"The Impact of AI","summary":"Navigating the uncertainty and massive productivity potential of the AI revolution in business processes."}],"topics":["Growth Equity","Venture Capital","Investment Strategy","SaaS Metrics","Secondary Markets","Entrepreneurship","Company Culture","Artificial Intelligence"],"duration_seconds":3262,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/invest-like-the-best/episodes/mitchell-green-lessons-from-cold-calling-10-000-companies-invest-like-the-best-ep-464/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/invest-like-the-best/mitchell-green-lessons-from-cold-calling-10-000-companies-invest-like-the-best-ep-464.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}