Using VC Partner Writings and Talks to Surface Thesis Signals No Website Reveals
Partners' recent writings reveal investment convictions their websites can't capture.
Marcus Oyelaran
Section
Investor Thesis
10 stories in Investor Thesis.
How to Read Portfolio Construction as a Thesis Fit Signal Before You Reach Out
Recent portfolio deals reveal what a fund actually invests in now.
Claudette Ferrand
Turning Fund Thesis Language Into a Prioritized Investor List Before Your First Outreach
Rank investors by their actual deals, not their website copy.
Claudette Ferrand
Emerging Manager Thesis Formation and What It Means for Seed Deals
Emerging managers who raise on a narrow thesis close faster than those pitching broad coverage.
Priya Subramaniam
Contrarian Thesis Funds and How to Pitch Into Them
Contrarian VCs hunt for ideas the market's ignoring, so pitch the thesis gap, not the traction.
Priya Subramaniam
Why Some VCs Publicly Announce Thesis Pivots and What It Signals
Founders who decode VC thesis pivots gain early access to newly aligned capital.
Marcus Oyelaran
Platform vs. Vertical VC Funds and Implications for Seed Founders
Matching your fund type to your company's strengths closes deals faster than brand-name chasing.
Priya Subramaniam
How Partner Backgrounds Shape Fund Thesis in Practice
Partners' career histories secretly determine what a fund's thesis actually means.
Priya Subramaniam
Sector Concentration Limits and What They Mean for Your Pitch
Funds hitting sector limits are passing on strong pitches for reasons founders never hear.
Claudette Ferrand
Thesis Drift in Venture Funds Over Time
Founders waste months pitching funds that have quietly abandoned their stated mandates.
Claudette Ferrand