What makes a great sales person? And how do you pick a company to invest your money and talent with? These are some of the questions we ask old friend of Fortune's Path Adam Zais. Adam is a longtime technology leader with many early stage successes and positive exits to his name. Tom and Adam discuss what the early days of the PC were like, and how Adam created a product that integrated both hardware and software to create dashboard reports. Adam talks about how reselling someone their own data in a way that helps them run their business is a product people won't just pay for, but will thank you for. Tom talks about how healthcare startups are doing this by getting usable information from the EHR. Tom and Adam talk about how innovation can come from packaging existing technologies in a new way. Adam shares a story about working for a hardware company and how it taught him that success is not always about the best idea and how he found Atria, a great company solving an easy to understand and hard to solve problem that affected a lot of people. It was the CEO and the people at Atria that made Adam want to work as the VP of marketing even if he was only the second non-engineer in a company of 19 people. After a weird digression about AI from Tom, Adam brings the conversation back to knowing where to put your money when choosing companies to invest in. It's best to have both a technology advantage and great people, but if there's no obvious technology advantage, do you trust the people? Tom brings things home by talking about the framework he uses to assess the viability of a new venture.