VC Theses #105 | Consumer Health Opportunities, Construction Tech & more

Dec 5th–11th | Insights from A16Z, Alpaca, Fika, OMERS, Menlo Ventures, and others

Hi Everyone,

This week we published another post in our 1st Team series, where we highlight service providers and partners that come highly recommended from VC-backed founders or investors.

In our latest edition, we spoke with Casey Rosengren, Founder of No Small Plans. Casey works with tech executives ranging from early-stage founders to

Learn more about coaching startup executives, how to find and evaluate a potential coach for yourself, and check out Casey’s offer for a free coaching session for any SandHill.io subscribers:

1st Team | Casey Rosengren of No Small Plans on coaching tech executives, evidence-based practices, and how one can find and pick the right coach →

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Investment Themes, Theses, & Outlooks

• Consumer Health: Areas of Opportunity (Daisy Wolf & Julie Yoo, A16Z)

• White Paper: The Intersection of Construction Tech and FinTech (Alpaca VC Team)

• Closing the Loop: Roadblocks and Opportunities in Manufacturing Automation (Jeff Diamond, VC @ Fika Ventures)

• PropCo Investment Framework: Top-Down Approach (Daniel Fetner, Ryan Freedman, & Adam Donahue, Alpaca VC)

• 3 Things: Pallet for Companies, B2B TikTok Ads, Magic Eraser but Opposite (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• A Look Into Construction Tech (Chelsea Zhang & Richard Kerby, Equal)

• Field Study: DAOs + DAO Tooling (Aubrie Pagano & Alejandro Safdie, Alpaca VC)

• In defense of tech-enabled services (Christina Farr & others, OMERS)

• Serving the Multifamily Real Estate Industry with Software (Sumeet Singh, Partner @ A16Z)

• Carefully crafted digital approaches can improve youths’ mental health care (Greg Yap & Derek Xiao, Menlo VC)

• The Evolution of Infrastructure Markets — Foundation Models (Nandu Anilal, VC @ Canaan)

• Banking as a Strategy: How non-fintechs have approached the challenge (Medha Agarwal, Partner @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

• Airtable's Path to Product-Market Fit — Lessons for Building Horizontal Products (First Round Review)

• The gist: a simple way to boost conversion (Kyle Poyar, Partner @ OpenView)

• Scaling GTM from $25 to $50 million ARR (Janelle Teng, VC @ Bessemer)

• Letting Product Guide GTM Sequencing (Akash Bajwa, VC @ Earlybird)

Additional Reads

• The 'Storification' of Technology: From Steve Jobs to Elon Musk, Pixar to FTX (Rex Woodbury, Partner @ Index)

• Swedish Startup "Clones" (Erik de Stefanis, Partner @ Interlace)

• Ideas That Changed My Life (Morgan Housel, Partner @ Collaborative Fund)

• Fictional Reality: Why the Real Metaverse Doesn’t Require a Headset (Michael Mignano, Partner @ Lightspeed)

• 4 questions on AI (Aashay Sanghvi, Principal @ Haystack)

• Why VCs need to embrace a data-driven approach (Margaux Wehr, VC @ Balderton)

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Did we miss something?

We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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Read our latest 1st Team post highlighting No Small Plans

1st Team | Casey Rosengren of No Small Plans

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