Ep321 Dave Walsh & Graeme Newman Kantara Capital: Pull, not Push

Kantara Capital's founders bet on self-funded, profit-compounding MGA investments over VC hockey-stick models, and see brokers—not disruptors—as AI's likely winners.

• Cantara's model: Dave Walsh and Graeme Newman, ex-CFC founders, invest only their own capital—no LPs or fees—deploying $500K-$5M into 2-4 MGA/broker deals a year.
• Deliberately anti-VC: They reject hockey-stick funding models, favoring businesses with proven product-market fit that compound 20-30% annually off cash flow, like CFC did from a 1999 £400K seed.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.