Here is the Savannah Fund investment thesis. The Managing Partner of Savannah Fund based in Kenya posted his investment thesis in 2 parts, in 2012 and 2013….
Escala.VC have an investment thesis which I imagine, is typical to most VCs, meaning not particularly clear. Arguably a structural reason why startups know if…
Adam Benayoun joined 500 startups as a venture partner to invest in Israel. He shared his investment thesis upon joining. It is a generalized region/stage…
This is the Kima investment thesis that Jean de La Rochebrochard, Partner at Kima Ventures has shared his investment thesis. This is what I term as…
Dave McClure of 500 Startups is a well known figure in the VC space, originally for his crazy use of text and colors in presentations…
Tl;dr: Thematic investment thesis from Homebrew. It is centred on the concept of the “Bottom Up Economy.” The Bottom Up Economy thesis states that as…
The Foundry Group investment thesis is a thematic approach to their startup investing approach. They currently have 7 themes they focus on which are inherently…
Fred Wilson posted a parable on his blog in 2014 that is instructive in explaining that software alone is a commodity and in order to create defensibility…
This is the Notation capital investment thesis for fund 1. About Notation Capital Notation Capital based in New York City are new kids on the…
Investment thesis’ are a great way to learn about a VC firm, but more so it is a super way to impact your thinking about…