E34: Conviction, Cheating, AI, and (Not) Predicting with Shawn Merani

23/07/2025
E34: Conviction, Cheating, AI, and (Not) Predicting with Shawn Merani

Listen "E34: Conviction, Cheating, AI, and (Not) Predicting with Shawn Merani"

Episode Synopsis



Shawn Merani is the Founder and Managing Partner of Parade Ventures. Parade is a seed stage venture firm with an affinity for enterprise software. We talked about the state of seed investing, relationships, observing vs. predicting, cheating, AI and a huge win Shawn had recently with the acquisition of Moveworks. Shawn is a sharp guy and this was a really fun conversation. Please enjoy.


 


We also covered:


 




The story behind Shawn’s early bet on Moveworks — and what made the founders stand out




Why Shawn isn't big on predicting market trends




How Shawn thinks about building high-conviction, concentrated portfolios




The rise of secondary sales and what they mean for early-stage investors




Why Shawn still believes in the power of enterprise software despite the hype cycles




How he balances being relationship-driven with moving fast in today’s competitive seed market




Shawn’s candid take on AI: opportunity, overuse, and what actually matters




Why he tells his Berkeley MBA students that cheating only hurts themselves (and how he really feels about grades)




 


Investing in Startups is hosted by Joe Magyer and produced by Seaplane Ventures.

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