Rally Cap VC

Why do so many first-time founders build B2C products, while second-time founders often pivot to B2B? Jacques Marco [founder of Axis] calls the 'consumer bias'. B2C feels accessible when you’re starting out. You’re solving a problem you’ve lived yourself, and the path to market seems straightforward: Build something great, get users, and scale. It’s intuitive, exciting, and often how many founders get their first taste of entrepreneurship. But experience changes perspective. Second-time founders have felt the burn of consumer acquisition costs, retention battles, and the unpredictable behavior of markets. They’ve seen how B2B—though slower to get off the ground—offers more predictable revenue, longer-term contracts, and a deeper, more structured relationship with customers. It’s not that one is better than the other—it’s that every journey reshapes how you approach the next. Curious—if you’re a founder, how has your perspective shifted over time? Did you start in B2C or B2B, and would you do it differently the second time around?

IMPORTANT CALL ⚠️ Truth is, podcasting is a time-consuming week-end hobby that I can no longer afford. This year, I spent most of my sundays stuck in a room with my best friend trying to figure out how to edit audio/video... and as you can notice, the production quality isn't great. 😅 Is this the end of the pod? If you think we should go for season 2, please comment "sponsor" down below. That would help us find a sponsor to improve production quality (gear + hire a freelance editor). Season 1 was a blast. Here's a recap: Ep1 - Lexi Novitske, CFA - GP at Norrsken22 Ep2 - Omair Ansari - CEO of Abhi (YC S21) Ep3 - Enrique Martinez Hausmann - Principal at Speedinvest Ep4 - Johan Bosini - Partner at Quona Capital Ep5 - Tamer Azer - Partner at Shorooq Ep6 - Amir Farha - GP at COTU Ventures Ep7 - Jacques Marco - CEO of Axis

Haven't we learned anything? 'Those who cannot remember the past are condemned to repeat it.' If 2021 taught me anything, it's that raising more money isn't always the best outcome, especially before product-market-fit. The temptation to 'throw money at the problem' can be hard to resist... What's worse than buying your way into PMF? Falsely believing it's been achieved. Jacques Marco [founder of Axis] was uncompromising on this front: choosing slower sales cycles in exchange for proper customer validation. What followed was a natural byproduct: the ability to precisely define his target market and deeply understand his customers. In life, as in startups: quick wins feel good, but genuine achievements are ultimately more rewarding.

Rally Cap VC portco Revena ( 🇧🇷 ) is looking to add a Senior Software (full-stack dev/AI) Engineer. Please let me know if interested in helping them revolutionize the medical billing industry in LatAm, selling into the region's largest hospital networks. More details in the comments.

Rally Cap VC is glad to be backing Stay. The Brazilian public pension system is facing serious concerns about its long-term sustainability and financial health. Most of Brazil's 216 million population relies solely on it for retirement. Fewer than 15% of companies offer private pension plans to their employees, and only 8% of adults have them due to poor product offerings and lack of knowledge. Tsai, Nicolas, Caio, Pedro and team are on a mission to make corporate pension plans accessible, thus helping companies attract and retain talent while fostering a secure financial future for their employees.

"Trust is the currency of the digital economy" -- 🤝 welcome to Rally Cap VC, Regfyl! If you're building online in Africa, fraud is a 'when,' not an 'if.' More on their game-changing solution here: https://www.regfyl.com/

Attention all climate founders -- Rally Cap VC is excited to announce our investment into Camber, a pioneering cloud computing platform for science enterprise. I worked with CEO Aristotle Socrates at Juvo for 4 years, and we’re proud to have joined this pre-seed round led by Pear VC. Camber’s platform offers uniquely-scalable APIs enabling technical science and research teams to process large datasets and run complex simulations with ease. Camber's affordable, pay-as-you-go pricing model eliminates the need for expensive hardware and infrastructure investments, built for both longtail and large-scale demands. Over the past month+, we’ve identified compelling signals across our network of technical climate tech founders and we’re excited to offer a 20% discount code -- LMK if interested. https://lnkd.in/gpSchWei

Rally Cap VC's newest fintech portco Regfyl is hiring an experienced exec to lead B2B sales. Changing the way African enterprises manage automated compliance, from onboarding to monitoring and reporting, Regfyl is a full-stack API solution for Africa's biggest online businesses. See the job posting in the comments and LMK if interested.

Rally Cap VC: ✅ , ✅ , and ✅ . 1️⃣ Small VCs → Smaller allocation → better access 2️⃣ Specialist VCs → differentiated value add → better access 3️⃣ Emerging Managers are like first time founders, they are putting everything on the line: their savings, their time, their reputation

At Circadian, we are supporting decarbonisation in Africa through digitalization. Having raised €1.25m in venture capital led by BayWa r.e. Energy Ventures, our CEO Mike Rosenberg is interviewed on the energy transition in emerging countries by VentureCapital Magazin, alongside our lead investor who explains why our start-up is an exciting prospect. Greg Zavorotniy, MD at BayWa r.e. Energy Ventures: "Circadian's product and project-oriented approach make it a scalable business model." View the article below. https://lnkd.in/eENq9MdY Thank you to all our supporters: Persistent, Rockstart, Rally Cap VC, Tofino Capital, Great Stuff Ventures. Mathias Renz, Janine Heidenfelder #renewableenergy #energytransition #startup #climateaction