Thesis and Evaluation
The 'VC POV' from my lens! This page features analyses of two different investment theses. I also try evaluating two startups that fit the bill for each thesis.
Investment Thesis
Capital allocation cannot be done without aligning your vision with the fund's Investment Thesis. You can find below the Thesis analysis of 2 active VCs to demonstrate my ability to comprehend the Investment ideology.
Evaluating a Startup
In my view, great VCs are masters of foreshadowing. Below are my evaluations of 2 startups under each thesis.
This is an attempt to sharpen the foreshadowing skill.
Saksham's insights into venture capital are impressive. His product thinking and networking skills truly stand out, making him a valuable asset in the industry.
John Doe
★★★★★