E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners

In this episode, Erasmus Elsner is talking to Jordan Nof of Tusk Venture Partners, a venture firm that invests in early-stage consumer technology startups operating in heavily regulated markets.  

00:00​​ Intro 

01:39 Investment thesis 2022 

02:36 Lithic 

05:02 Tusk Venture Partners 

08:46 Meeting Bradley Tusk 

12:52 Regulatory investment thesis 

14:58 The role of regulations in startups 

16:37 Fanduel / repeal of PAPSA 

17:33 Tusk entry stage 

19:01 Consumer vs. Enterprise 

19:43 Roman - men’s health 

21:34 Alma - mental health care

23:31 Out of scope areas 

25:14 Bird - scooter wars 

29:36 First mover vs. fast follower 

32:50 Sunday - DTC lawn care 

37:11 Focus areas 2022 

41:02 How to get in touch