#170 | Future of Fintech, Dev Tools, Niche Markets, & more
March 4–10th | The latest from Felicis, Canaan, Roger Ehrenberg, Bessemer, and others
Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Financial Services are the New Wedge (Ryan Isono, Partner @ Felicis)
Business-in-a-Box 2.0 (Rex Woodbury, MP @ Daybreak)
Looking Forward in Fintech — 2024 Outlook (Dave Hafford, VC @ Thomvest)
Industry Developments & Analyses
Developer Tools in 2024 (Nandu Anilal, VC @ Canaan)
Beyond sustainability (Keely Anson & Chris Dowd, Collaborative Fund)
Thinking of selling into the employer? You probably shouldn't (Christina Farr, Principal @ OMERS)
Unlocking hidden value: How niche markets are bigger opportunities than VCs think (Jackie DiMonte, GP @ Grid Capital)
The Importance of Responsible Gaming to the industry — and to society (Roger Ehrenberg, GP @ Eberg Capital)
Guides, Case Studies, and Best Practices for Operating
How to Know if Your Idea’s the Right One — A Founder’s Guide for Successful Early-Stage Customer Discovery (First Round Review)
How to successfully launch on Product Hunt (when it’s right for your startup) (Lenny Rachitsky)
Pivoting to a billion-dollar idea: Lessons from Clipboard Health founder Wei Deng (Y Combinator)
Solution Selling in SaaS (Sammy Abdullah, GP @ Blossom Street VC)
Customers Want Predictability in Usage-based Pricing. Here’s How to Help Them Get It. (Tugce Erten & Mark Regan, A16Z)
Mastering the Money Game: The Basics of Startup Finances (7wire Ventures Team)
Additional Reads
Why We Don’t Believe in "VC Value Add" or Platform Teams (Yoni Rechtman, Principal @ Slow)
When free-cash-flow margins don't tell the full story (Janelle Teng, VC @ Bessemer)
How To Pick the Right Venture Studio (Ben Yoskovitz, Partner @ Highline Beta)
Evolution of Investors in the New Digital Age (Rick Zullo, GP @ Equal Ventures)
Walking On a Tightrope (Abhishek Maran, VC @ Rampersand)
6 Things I’ve Learned as an Ex-Founder in VC (Sarah Weingust, VC @ Mountside)
The Dumber Side of Smart People (Morgan Housel, Partner @ Collaborative)
Community-Product Fit (Akash Bajwa, VC @ Earlybird)
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