This week on StrictlyVC Download, Connie Loizos speaks with Stacy Brown-Philpot, founder and managing partner of Cherryrock Capital. After 10 years at Google and leading TaskRabbit through its acquisition by IKEA, Brown-Philpot is now building a venture firm focused on Series A and Series B software companies led by underfunded founders. Targeting what she sees as critical gaps in today's venture ecosystem.
In this conversation, Brown Philpott explains why he launched CherryRock in a difficult funding environment, how the company assesses product-market fit at scale, and why quality returns are more important than headline ARR. She talks about how AI is reshaping enterprise software, how the board's role at HP and StockX is impacting how companies are valued, and why she believes strong companies will continue to be funded despite the polarization of the venture market. This is a grounded perspective on building durable companies and supporting them at critical stages of growth.