homebrew Investment thesis

VC investment thesis: Homebrew

One of my favorite investment thesis is from Homebrew. It is centered on the concept of the “Bottom Up Economy.” The Bottom Up Economy thesis states that as technology becomes more affordable, flexible and accessible, many industries that have not benefited from or been impacted by technology historically will finally do so. Software is eating the world in many cases but …

notation capital Investment thesis

VC investment thesis Notation capital

TL;DR: This is the investment thesis notation capital. Understand what they invest in. This is part of a collection I have put together This is the Notation capital investment thesis. Notation Capital based in New York City are new kids on the block. They have written a series of decent blog articles to get their name out as well as sharing …

union square ventures Investment thesis

VC investment Thesis: Union Square Ventures

Investment thesis’ are a great way to learn about a VC firm, but more so it is a super way to impact on your thinking about the world and the lens though which others view it. This investment thesis deals with networks/network effects so there are some generally good thoughts about the key drivers of them. Union Square Ventures Investment Thesis …