Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. “Tech” means B2B Saas/Fintech or Consumer apps. But you must be doing real engineering of some kind. For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries.
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