Suds Sridharan / SF1

There's a moment in venture when the gravity flips, the investor stops chasing deals and the deals start chasing the investor. Suds is already there. VCs send him their best founders not purely out of goodwill, but because they can't unsee the pattern that every week there's a hot Series A, and every week it seems to be one of his. It's likely that Suds has already found next year's breakout, and before it has a name.

Sudarshan Sridharan, Suds, is the founder and GP of SF1, a $10M Fund I writing the first check into hyper-technical founders. He's placed the groundwork as a former founder, angel investor of eighty companies, where sixty-five of his first eighty angel checks were first money in, all before he turned twenty-five. Greptile, Delphi, Sail Research, and a long tail of others. A South Carolina kid with eight thousand Twitter followers a year ago, is now the name VCs drop when they want to sound early.

We get into the SF1 flywheel, where founders he backed at the first round introduce him to the friends raising next, so he's in at the early price on the round he'll later help run. And we get into the parts of venture he won't perform.

SF1 Fund I companies have raised > $450M in follow-on capital from top tier funds in 13 months. The performance is the one part of this he never bothered to learn.

Full episode below, or on Spotify / Apple Podcasts