In this episode of Growth Investor with RJ Lumba, Volition Capital co-founders and Managing Partners Larry Cheng and Sean Cantwell share the story behind building Volition and the investment philosophy that has guided the firm since its founding in 2010.
The conversation explores how Volition partners with founder-owned companies across software, internet, and consumer, the distinct lenses Larry and Sean bring to evaluating opportunities, and why alignment, discipline, and long-term thinking sit at the core of the firm’s approach. Together, they reflect on what has changed—and what hasn’t—in growth equity over more than a decade of investing.
