#4 FJ Labs’ Investment Thesis

Playing With Unicorns

English - October 09, 2020 13:16 - 1 hour - 87.6 MB - ★★★★★ - 12 ratings
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Previous Episode: #3 How VCs Evaluate Startups

Next Episode: #5 Ask Me Anything

In the third episode, I described how VCs evaluate startups by using a combination of the team, business, deal terms and whether the idea fits with their thesis to decide whether to invest or not. In this episode, I present FJ Labs’ Investment thesis.

I start by covering why we focus on marketplaces, then detail:

Our current marketplace theses: Verticalization of horizontals Transition to supply pick marketplaces B2B marketplaces The Future of Food The Future of Work The Future of Real Estate The Future of Lending