Artwork

Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

VC | E513 | Rich Ashton on Backing AdTech’s Trillion Dollar Niche with FirstPartyCapital

29:22
 
Share
 

Manage episode 492691913 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Andreas Munk Holm sits down with Rich Ashton to unpack the unique thesis behind FirstPartyCapital, a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector.
Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.
Here’s what’s covered:
  • 04:07 Why AdTech is the Trillion Dollar Niche
  • 11:51 The Facebook & Google Dominance Myth
  • 12:22 Case Studies: Trade Desk, AppLovin, Lumen
  • 14:17 Why Most Funds Miss the AdTech Opportunity
  • 15:38 DOJ vs Google, and the Breakup Implications
  • 17:20 AI & the Future of Attention
  • 24:37 Why First Party Capital is Uniquely Positioned
  • 26:27 From Fund to Syndicate, Studio, and Lending
  • 28:54 Portfolio Highlights: Lumen, Bedrock, Pixels
  • 31:22 Fund II: Now Raising, Backed by Strategic LPs
  continue reading

520 episodes

Artwork
iconShare
 
Manage episode 492691913 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Andreas Munk Holm sits down with Rich Ashton to unpack the unique thesis behind FirstPartyCapital, a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector.
Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.
Here’s what’s covered:
  • 04:07 Why AdTech is the Trillion Dollar Niche
  • 11:51 The Facebook & Google Dominance Myth
  • 12:22 Case Studies: Trade Desk, AppLovin, Lumen
  • 14:17 Why Most Funds Miss the AdTech Opportunity
  • 15:38 DOJ vs Google, and the Breakup Implications
  • 17:20 AI & the Future of Attention
  • 24:37 Why First Party Capital is Uniquely Positioned
  • 26:27 From Fund to Syndicate, Studio, and Lending
  • 28:54 Portfolio Highlights: Lumen, Bedrock, Pixels
  • 31:22 Fund II: Now Raising, Backed by Strategic LPs
  continue reading

520 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play