The Mergers Podcast

Reflecting on a career picking unicorns (Ft. Jon Coker - Co-Founder, Eka Ventures)

The Mergers

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0:00 | 52:59

Jon Coker is the Founding Partner at Eka Ventures - the UK's largest early-stage impact VC, which has just closed an £80M Fund II. Before founding Eka, Jon spent 11 years at MMC Ventures, rising from analyst to Co-Managing Partner and backing some of Europe's most iconic consumer companies: Interactive Investor (£1.7B exit), Gousto, Bloom & Wild, and Mubi. In this episode, he breaks down the frameworks behind those picks; why the road less travelled is often safer; and the counterintuitive reason sustainability and commercial returns aren't just compatible - they're companions.


What you'll learn:

  • Why Jon quit a JP Morgan flow desk in 2007 with no job lined up
  • The founder assessment process Eka uses that most VCs completely ignore
  • Why 70% of Eka's Fund I investments had no competing term sheet - and why that's a feature, not a bug
  • How to spot "patterns of outperformance" in founders from their teenage years
  • The real reason market upheaval from tariffs actually helps early-stage companies
  • Career advice for anyone with the itch to leave a big institution - at any age


Chapter Summaries:

  • 00:00: Introducing Jon Coker, Eka Ventures & the unicorn track record 
  • 06:30: Quitting JP Morgan's Investment Bank in 2007
  • 10:50: Joining MMC Ventures, climbing to Co-Managing Partner & backing Interactive Investor 
  • 16:10: Why consumer investing became Jon's edge & the Gousto box disaster
  • 22:04: Tariffs, protectionism & why market upheaval is a net advantage for early-stage companies 
  • 27:15: Competing for deals: the two truths in venture that completely contradict each other 
  • 29:54: Eka's thesis, the founder assessment & the deal Jon lost that still stings
  • 36:06: Patterns of outperformance: Murvah at Hived & the Floyd Mayweather story 
  • 38:21: How Eka does Impact Investing better than the rest
  • 43:51: Career advice, AI & the one that got away: Lindus Health


The Mergers Podcast: Honest conversations with the investors and founders shaping European tech.

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