Placeholder investment thesis

VC investment thesis: Placeholder.vc

Tl;dr: This is the Placeholder.vc investment thesis which invests in crypto. About Placeholder.VC Placeholder a thesis-driven venture capital firm that invests in decentralized information networks. They are a crypto venture capital partnership based in New York City with over $150 million in committed capital under management. We believe cryptonetworks will change the structure of global markets to counteract global inequality …

Angel guide to startup investing

Angel investing guide to startup investing

Tl;dr: A guide to the fundamentals of how to think about investing in startups at angel stage. This is useful both to early stage investors for how to critically evaluate startups, and for startup founders to understand what is (or should be!) important to investors when thinking about pitching them for funding and evaluating their own business model. I teach …

OpenOcean venture capital investment thesis example

VC investment thesis: OpenOcean Venture Capital

TL;DR: The venture capital investment thesis example from OpenOcean They start off their thesis with the basics, business model and metrics. Some of my favorite quotes include: We always prefer painkillers and addictive painkillers in particular Ease of adoption and burning need boil down to something we call “time to love” For software to reach adoption it has to smoothly fit in, meaning …

Daphni Investment thesis

VC investment Thesis: Daphni

Daphni have provided a sample investment thesis which explains what they do and how they execute rather than being more thematic in focus. So it’s more along the lines of ‘we invest in good stuff from Europe.’ However, their investment thesis was written for Medium, so it broken up into a series of blogs. I’ll share the core bits and you …

Angel investor learnings

11 Angel investor learnings

Learning from your own mistakes is very overrated! AngelList wrote a blog with 11 angel investors learnings and it’s worth sharing. This is the summary. Head over here for the full blog. No need for me to add anything else! 1. If you can’t decide, the answer is no. There are an infinite number of promising investments out there. If it …