In this episode of Mantle Mondays, Amar Varma sits down with Narayan Chowdhury, Co-founder and Managing Director at Franklin Park, for an in-depth conversation about how AI is fundamentally transforming institutional investing and what it means for LPs navigating this transition.Narayan brings a unique perspective as both a technical builder and an institutional investor. From writing code to selecting venture managers, he shares candid insights on the challenges and opportunities facing LPs in 2026, including why firms built in the pre-LLM era face a critical dual pivot, how the cost of operations is trending toward zero, and why experience still matters in an increasingly automated world.Learn more about Franklin Park: www.franklinparkllc.comLearn more about Mantle: www.withmantle.com0:00 - Narayan's background7:00 - What is Franklin Park?14:03 - Franklin Park's philosophy17:21 - How AI is transforming LP operations26:26 - The dual pivot problem29:35 - The Goldilocks paradox34:03 - Advice for aspiring LPs39:14 - Rapid fire42:18 - Life lessons from hockey and closing thoughts

In this episode of Mantle Mondays, Amar Varma sits down with Candice Faktor, co-founder and CEO of Disco, to discuss her incredible journey from scaling Wattpad from 4 million to 90 million users to revolutionizing online learning in the age of AI.Check out Disco: www.disco.coSign up for a free Mantle account: www.withmantle.com

Chapters:00:00 - Introduction00:56 - Candice's Background & Immigration Story03:37 - The Wattpad Journey: 4M to 90M Users07:15 - The "After" Story: Building a $100M Franchise12:29 - Meeting Chris Sukornyk & Starting Disco18:57 - The Problem with Online Learning22:15 - Finding Product-Market Fit29:50 - Remote-First Co-Founder Dynamics34:07 - The Power of Mentorship38:19 - Leadership Lessons43:22 - Fundraising & Cap Table Strategy46:36 - AI's Impact on Disco

"Elon Musk was my first board member. I still have his signed offer letter with his phone number on it."

That's just one story from Nihal Mehta's journey from college entrepreneur to Managing Partner at Eniac Ventures ($500M+ AUM). But the real story is what happened after he lost it all.

Nihal raised over $1M for phillytonight.com in college. Billboards on I-95. MTV commercials. Then it went bankrupt in 2001.

Most people would've quit. Nihal bought his code back for $1,000. That code became ipsh!—the SMS technology that powered American Idol voting and Madonna's mobile campaigns. Eventually acquired by Omnicom. That resilience became the foundation for Eniac Ventures.

Join Mantle's Amar Varma for an incredible conversation with Farhan Thawar, a tech veteran who's been at the forefront of every major wave of innovation over the past three decades. From early days at Waterloo to leading engineering at Shopify, Farhan shares hard-won insights on building world-class products and teams.

Learn more about Mantle: withmantle.com

First-time founders: stop underpaying for top talent.

Adrian Camara learned this the hard way while building Athennian. When you're hiring a VP of Sales and one candidate costs 40-50% more than another, your instinct is to save the money.Adrian's take after raising $40M+ and scaling through COVID boom to tech winter:"The leverage they create over time, the quality of team they build around them—that incremental $100-200K you pay them amplifies into so much enterprise value."

Alex Norman, co-founder of TechTO and managing partner at N49P Ventures, joins Mantle Mondays to share his journey building one of the most vibrant startup communities while investing in 80+ early-stage companies. From the power of random collisions to what actually predicts founder success at pre-seed, Alex reveals why community must come first and why it's never been easier to start a company, but never harder to succeed.

Mike Cooke, co-founder and CEO of AmacaThera, joins Amar to share his journey building a biotech company that's tackling post-operative pain and the opioid crisis.

Mark MacLeod has seen it all—14 years as CFO at companies like Shopify and FreshBooks, founding partner at Real Ventures, ran a boutique investment bank that sold over $1B in companies, and now coaches CEOs of venture-backed startups while hosting The Startup CEO Show.

In this wide-ranging conversation, Mark shares hard-earned insights from his journey through the startup world, reveals what he's learned from coaching 100+ CEOs and interviewing 80+ more, and explains why the traditional Silicon Valley hustle narrative is actually destroying companies.

Mark's Newsletter: markmacleod.me

Limitless Community: limitless.ceo

The Startup CEO Show: podcast.markmacleod.me