In Conversation With Vision Fund Investors Nahoko Hoshino & Anthony Doeh | SoftBank is doubling down on Europe – why now?
Slush4 Nov 2021

In Conversation With Vision Fund Investors Nahoko Hoshino & Anthony Doeh | SoftBank is doubling down on Europe – why now?

When Softbank unveiled its first 100 billion dollar Vision Fund in 2017, the world had never seen investment funds of such magnitude. Two years later in 2019, Vision Fund 2 was announced, and in 2021, their combined fair value was estimated to be 154 billion dollars. In this episode, we talked to two representatives from SoftBank, Anthony Doeh and Nahoko Hoshino, about what this journey has been like from their perspective. What are some of the lessons taken from the first to the second fund? Do they have different strategies from one to the other? And how does the future look?

Expect to learn:

  • Is the Vision Fund II fundamentally different?
  • Why is Europe more interesting now?
  • How SoftBank assesses teams and founders
  • What SoftBank sees as future trends

00:50 Introduction to Anthony and Nahoko

01:30 Softbank Vision Fund II: What has changed?

03:20 How has the 2nd fund been different

06:30 Does it include early stage investing?

09:15 Critical milestones for eligible companies

11:35 Why Europe now?

15:40 European founders – big companies mushroom into new companies

16:50 Intangibles in founders

20:15 Importance of founder and investor relationship

24:00 Are VC markets more competitive now?

26:30 How do you determine what’s the right path for a company to exit?

31:00 Will data and AI change everything?

Find out more about Capchase on capchase.com/slush

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