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. 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. .
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