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. But you must be doing real engineering of some kind. 2) Business model-defined funds. B2B vs B2C) within the business model preference. . VC theses are often so vague that they’re meaningless.
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