Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
The modal VC thesis is: “We invest in great teams addressing large markets with disruptive solutions” Who invests in lousy teams addressing tiny markets with outdated solutions? For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries. 3) Geography-defined funds.
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