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How I Invest with David Weisburd

How I Invest with David Weisburd

E410: How Relationships Built a $3.6B Venture Firm

Jul 31, 2026 · 59m

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On this episode

About this episode

Consumer startups may grab the headlines, but some of the most valuable companies are built by solving mission-critical problems for businesses. David sits down with Rick Heitzmann, Managing Director at FirstMark Capital, to discuss how he identifies high-growth technology-enabled business services, why sectors like data infrastructure, compliance, marketing technology, and information services continue to generate outsized opportunities, and what separates enduring enterprise businesses from short-lived trends.