Frazis Capital Podcast

Alexander began his career investing in technology for UK funds management giant Neptune, before joining London-based VC fund Redline Capital. It's rare indeed to speak to someone with experience across the public and private side of tech investing.  We had a fascinating chat covering robotic process automation, innovation investing, and life in venture capital vs public markets.  https://www.linkedin.com/in/alexander-portz-3a265236/ https://www.redline-capital.com/ 0:50 - Alex talks about his start in public markets 2:30 - Tech investing at Neptune Capital 3:50 - Alex discusses a high-performing company during his time at Neptune 6:20 - Michael and Alex discuss a stand-out semiconductor manufacturer 8:05 - The importance of investing in high quality companies 9:25 - Investing using an EV/Sales ratio and sales growth (Shopify as an example) 9:50 - The opportunity presented by Blue Prism 10:00 - Alex and Michael extensively discuss Blue Prism 15:05 - Alex outlines his firm's investment in Catalytic,