Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
Investors don’t want to be too restrictive and miss out on a deal. However, we’d argue that for most smaller managers who are not brand names, it’s better to be highly identified in your niche than being a generalist. B2B vs B2C) within the business model preference. . Most LPs we speak with agree. . We think not. .
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