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. “Europe” means a handful of countries, for instance, France, UK, and Germany. Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution.
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