#151 Growth Equity with Isabelle Tashima of Volition Capital
About this episode
Isabelle Tashima discusses growth equity and its role between venture capital and private equity, focusing on Volition Capital's investment strategies.
Background: Isabelle Tashima, Senior Associate at Volition Capital - a Boston-based technology growth equity firm. Description: On the Alt Funds podcast, host Mike Schroeder interviews Isabelle Tashima of Volition Capital, who explains growth equity as the middle ground between early-stage venture capital and mature, often leveraged private equity. She describes Volition’s focus on capital-efficient tech companies with proven products and customers, typically investing as a minority partner around $5M+ in revenue with $20–$70M checks, and targeting 5x+ outcomes over 5–10 years. Tashima outlines Volition’s diligence process, emphasis on founder-team alignment, repeatable go-to-market motions, and key KPIs, plus a “pull vs. push” operating model supported by internal resources. They discuss AI’s impact, preferring revenue-backed, AI-enabled and verticalized opportunities over large pre-revenue rounds, and share lessons from Chewy and challenges forecasting demand in inventory-driven D2C businesses.
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