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Themes vs Verticals: How to Stand Out as a VC Building a Thesis

This is going to be BIG.

Add on the fact that some people theorize that the need for venture capital dollars will peak, or potentially already has, and then decline because of the ever-decreasing cost of technology infrastructure as well as the increasing capability of AI to replace expensive humans. This is something I talk about a lot with my VC coaching clients.

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Finding Founder-Market-Geography Fit

Revolution

One is “tentpole company,” or a category-defining startup that helps put their hometown on the map, both for investors and future generations of founders. Internally, we’ve begun using the term “founder-market-geography fit” to describe this idea. What is Founder-Market-Geography Fit? Let’s get into it.

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What Does the Post Crash VC Market Look Like?

Both Sides of the Table

Pitchbook estimates that there is about $290 billion of VC “overhang” (money waiting to be deployed into tech startups) in the US alone and that’s up more than 4x in just the past decade. But it will be patiently deployed, waiting for a cohort of founders who aren’t artificially clinging to 2021 valuation metrics. What is a VC To Do?

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VC Investor Relations

A VC: Musings of a VC in NYC

I realized a long time ago that the VC’s customer is the founder/CEO/portfolio company and that our investors (called LPs in VC speak) are our “shareholders” That was a very defining moment for me and has clarified what matters the most in a VC firm. That can work too.

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How To Pitch A Real Estate Tech VC

Dream It

Jeff Berman is General Partner at Camber Creek , one of the first venture funds dedicated to real estate technology and the built world. Key Questions To Answer When Pitching Real Estate Tech VCs Is there demand for the product? Founders speak to this network as part of the diligence process and get feedback.

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My Thoughts on the Current Market: on 20-Minute VC

Both Sides of the Table

Several years ago I made an appearance in a burgeoning new podcast called “20 Minute VC,” which by now needs no introduction. Biggest Advice I Give to Portfolio Founders? In the private markets it’s much harder to know and you’ll have VCs who don’t want to take “mark downs” so may not immediately encourage you to accept a new reality.

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3 Black founders predict little will change in VC in 2023

TechCrunch

For Black founders, who have rarely received more than 1% of total venture capital invested in startups, 2022 wasn’t kind, and 2023 doesn’t look promising given how things are going. To find out how Black founders are planning to manage their time, money, and expectations for the upcoming months, TechCrunch+ surveyed three founders.

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