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Our Buyout Thesis
We just shared the full deck with our buyout thesis and how we’re underwriting buyouts from a venture fund. I think this is one of the most important…
Jul 9
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Yoni Rechtman
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Our Buyout Thesis
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June 2024
Specialists and generalist investors
Just like companies have majors (the place where they truly spike) and minors (the areas where they’re good but not hugely differentiated or special…
Jun 18
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Yoni Rechtman
3
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Specialists and generalist investors
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When to build 0 to 1
Buy, build, or build software?
Jun 17
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Yoni Rechtman
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When to build 0 to 1
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How to Back or Build The New Thing
AI and Beyond
Jun 10
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Yoni Rechtman
3
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How to Back or Build The New Thing
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May 2024
What Most (Series A/multistage) Investors Get Wrong At Seed
There are many wrong ways to do seed investing and basically just one right way. But the most common wrong ways still “make sense” in their own…
May 30
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Yoni Rechtman
4
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What Most (Series A/multistage) Investors Get Wrong At Seed
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When and How to Back Franchise or Biz-In-A Box Concepts
As franchises and business in a box concepts get increasingly more popular with the venture crowd, there’s two basic/general axes on which to evaluate…
May 9
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Yoni Rechtman
4
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When and How to Back Franchise or Biz-In-A Box Concepts
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April 2024
AI is a bad biz model but can be a great GTM for better ones - software, platforms, and marketplaces
AI agents suck as a business model bc they’re expensive to run. BUT they will be a clever hack to launch new marketplaces and platform and software…
Apr 4
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Yoni Rechtman
7
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AI is a bad biz model but can be a great GTM for better ones - software, platforms, and marketplaces
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Win/lose vs True/false
And the limits of managing to “number go up"
Apr 2
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Yoni Rechtman
7
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Win/lose vs True/false
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March 2024
Why We Don’t Believe in "VC Value Add Services" or Platform Teams
And how we actually help our companies instead
Mar 6
•
Yoni Rechtman
8
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Why We Don’t Believe in "VC Value Add Services" or Platform Teams
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January 2024
Our Private Practice Thesis
If you missed it, last month I sketched out a thesis for how startups can reinvigorate private practice and why that’s so important last.
Jan 19
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Yoni Rechtman
6
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Our Private Practice Thesis
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24 predictions for 2024
Play bingo with me
Jan 4
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Yoni Rechtman
5
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24 predictions for 2024
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Series A’s Are Gone and They’re Not Coming Back Soon
Skip the letter rounds entirely.
Jan 3
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Yoni Rechtman
4
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Series A’s Are Gone and They’re Not Coming Back Soon
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