Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
2) Business model-defined funds. 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. . It incorporates influences from the LP and, more and more, from the founders.
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