Remove Business Model Remove LP Remove Operations Remove Seed Stage
article thumbnail

Does Your VC have an Investment Thesis, or a Hypothesis?

David Teten

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. . As such, there are 3 stakeholders when building a thesis: the investing Partners, the LPs and the founders. .

article thumbnail

Flexible VC, a New Model for Companies Targeting Profitability

David Teten

John Berger, Director Operations & Impact Solutions, Toniic , observed that this has clear investor benefits: “ The grace period became a feature because it benefits investors in regions like the US where there can be tax differences between short and long term gains. Typical business stage. Typical business model.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Changes in Software & Venture Capital – Part 2 of 3

Both Sides of the Table

Open cloud led by Amazon with their AWS services drove total operating costs down by 90%. Amazon in turn led to the formation of an earlier stage of venture capital now led by what I call “micro VCs&# who typically invest $250-500k in companies rather than the $5-7 million that VCs used to invest. I think some will do this.

article thumbnail

What’s Your VC Tech Stack? Results from a Survey of Early-Stage VC Funds

David Teten

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. But what tools are they using themselves to automate their own processes?