Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
However, we’d argue that for most smaller managers who are not brand names, it’s better to be highly identified in your niche than being a generalist. For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries. B2B vs B2C) within the business model preference. .
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