Adam Valkin is a South African-born investor at General Catalyst who served as founding CEO of LOVEFiLM before its sale to Amazon and previously ran global digital strategy at major TV producer Endemol, giving him an unusual operator background and incumbent media perspective. He focuses on backing companies that rebuild entire consumer experiences in traditional industries like banking and insurance, while also investing in AI tools that help large incumbents modernize—pursuing both disruptors and the software that enables established players to adapt.
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- Celebration of portfolio milestones and founder partnerships. He consistently highlights major company events, such as the BigCommerce IPO or financing rounds for startups like Hopin and Deliveroo, and makes a point to frame these moments as a privilege to partner with the founders rather than viewing them merely as financial transactions.
- Strong interest in consumer marketplaces, lifestyle, and fitness technology. His investment history reflects a clear preference for consumer-facing platforms that disrupt traditional industries, evidenced by his repeated enthusiasm for companies like the car-selling platform Vroom, the fitness membership service ClassPass, and the home gym system Tempo.
- Promotion of the collective strength and expertise of his venture firm. He frequently welcomes new partners to General Catalyst, such as Ken Chenault, and amplifies the wins of his colleagues, suggesting he values founders who appreciate the support of a broader firm rather than just an individual investor.
- Sharing of actionable leadership advice and operational wisdom. He often circulates insights on management mechanics and career development, such as promoting a discussion by his partner Paul Sagan on leading through crises or sharing advice on priorities for first-time CEOs.
- Appreciation for mentorship, history, and long-term relationships. He has shared personal tributes to figures who influenced his early career, such as Robin Klein who gave him an internship in the mid-90s, indicating a high regard for loyalty, humility, and acknowledging the people who help build one's career.
About their Fund
General Catalyst operates as both a venture capital fund and transformation sponsor, building companies from scratch through its "hatch" heritage (like Kayak and Demandware), running dedicated transformation platforms like Health Assurance and Percepta for AI-enabled service business roll-ups, and offering non-dilutive revenue-share capital through its Customer Value Fund to help portfolio companies grow without equity dilution. The firm organizes around CEO Hemant Taneja's "unscaling" thesis—using data and AI to personalize core societal services rather than just make them bigger—while maintaining an integrated global approach where European and US partners regularly lead deals across borders and deliberately investing in non-traditional talent to build what they call their internal "portfolio" of investment team creators.



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