Delta Podcast

Ep. 1: Rak Garg, BCV Partner

11 snips
Aug 5, 2025
Rak Garg, a partner at Bain Capital Ventures and a former product manager with expertise in machine learning and cybersecurity, shares his journey into venture capital. He discusses the pivotal role of Docker in AI infrastructure and the 'services-to-software' investment thesis behind Unstructured and Decagon. Rak offers insights on how AI is reshaping security automation and emphasizes the importance of market risk analysis for engineers. His advice for founders includes understanding industry readiness for AI adoption and networking with investors.
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ADVICE

Choose Product To Shape Impact

  • Move from pure engineering to product if you want influence over what to build and how to measure success.
  • Technical security PM roles let you stay close to code while shaping product and telemetry decisions.
ADVICE

Develop Real Product Leadership Skills

  • Learn to hire, retain, and say no; these are core product leadership skills you won't get as an individual contributor.
  • Use product experience to help startups convert bottom-up adoption into sustainable revenue models.
ANECDOTE

Failed Startup Idea Led To Venture

  • Rak recounts pitching a SaaS permissions startup to ~120 CISOs and failing to get paid pilots despite interest.
  • That failed ideation led him to join venture to learn how companies find product-market fit.
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