Does Your VC have an Investment Thesis, or a Hypothesis?
David Teten
MARCH 18, 2021
“Tech” means B2B Saas/Fintech or Consumer apps. USV invests in companies that increase “ access to knowledge, capital, and well-being by leveraging networks, platforms, and protocols ”. For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries. We think not. .
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