Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
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. Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution. Most LPs we speak with agree. .
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