RedpointVC firm · US55cheques in 12 months737all time20leddeployingThe Full Ratchet · 19 May 2025 · 41 min
483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
WithMedha Agarwal
Medha Agarwal of Defy joins Nick to discuss AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents. In this episode we cover: Revenue Models and Business Models in AI-Driven Vertical Software Challenges and Opportunities in Vertical Software Defensibility and Market… More on the show's page
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StrictlyVC Download · 18 Nov 2023 · 34 min
Talking Shop with Medha Agarwal and Amy Yin of Early Stage Firm Defy
Connie chats with Medha Agarwal and Amy Yin, who are joining Defy as a GP and Venture Partner, respectively. Music: 1. "Inspired" by Kevin MacLeod (https://incompetech.filmmusic.io/song/3918-inspired)2. "Blippy Trance" by Kevin MacLeod (https://incompetech.filmmusic.io/song/5759-blippy-trance)3.…
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The Full Ratchet · 5 Mar 2026 · 8 min
Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)
MentionsDavid CohenForesite CapitalTechstarsJim TananbaumMedha Agarwal
On this special segment of The Full Ratchet, the following Investors are featured: Medha Agarwal of Defy Jim Tananbaum of Foresite Capital David Cohen of Techstars We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The… More on the show's page
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The Full Ratchet · 26 Jan 2026 · 7 min
Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)
MentionsFlybridgeMedha AgarwalPaul Madera
On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Medha Agarwal of Defy Jeff Bussgang of Flybridge Capital We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick… More on the show's page
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The Full Ratchet · 11 Dec 2025 · 8 min
Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)
MentionsSapphire VenturesCasber WangChris RizikMedha Agarwal
On this special segment of The Full Ratchet, the following Investors are featured: Chris Rizik of Renaissance Venture Capital Casber Wang of Sapphire Ventures Medha Agarwal of Defy We asked guests to describe the biggest change to their investment philosophy over the course of their career The… More on the show's page
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The Full Ratchet · 16 Oct 2025 · 5 min
Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)
MentionsAlexander NiehenkeBarry SchulerMedha Agarwal
On this special segment of The Full Ratchet, the following Investors are featured: Barry Schuler of DFJ Growth Ventures Alexander Niehenke of Scale Venture Partners Medha Agarwal of Defy We asked guests to share the best question they've ever been asked by an allocator. The host of The Full… More on the show's page
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Fintech Insider · 23 May 2022 · 1h 7m
630. News: Griffin goes for banking licence and InDebted looks to disrupt UK debt collection
MentionsRedpointSoftBankDavid JarvisLachlan HeusslerMedha Agarwal
Our expert hosts, Gwera Kiwana and Benjamin Ensor, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: David Jarvis, CEO, Griffin Medha Agarwal, Partner, Redpoint Ventures Lachlan Heussler,… More on the show's page
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