Digest #40 | Vertical Fintech, Circular Economy, Education Revolt and more

Sept 5th – 11th, 2021

Welcome to new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 600+ VCs, analysts, and operators.

This newsletter curates a selection of posts featured on the website each week.

Investment Themes, Theses & Outlooks

Vertical Fintech is Reimagining Community Banking with the Help of Next-Gen Infrastructure →
Emily Man, VC @ Redpoint

The Circular Economy: Backing startups overcoming challenges in rental, refill, and resale →
Michelle Wilk, VC @ Founders Factory

The Education Revolt → 
Jomayra Herrera, Partner @ Reach Capital

Industry Developments & Analyses

Why NFTs Aren't the Next Asset Bubble → 
Rex Woodbury, Principal @ Index

How Will We Value a Crypto Token? → 
Tomasz Tunguz, MD @ Redpoint

Platform-Partnership Fit: A Guide to Business Development for Bio Startups
Jorge Conde & Jay Rughani, A16Z

Consumer VC investing is at a record pace, but should it be? →
Eric Feng, ex-GP @ KPCB

Operator Interviews, Case Studies & Best Practices

Advice for the Pre-Product/Market Fit Days — This Founder’s Playbook for Pivoting with Purpose →
First Round Review

Navigating Your Way to a Solid Series A →
Emma Silverman, Principal @ Trailmix

5 Ways to find your next great idea – and figure out if it’s worth your time →
Reid Hoffman, GP @ Greylock

20 Underrated Qualities to Look for in Candidates — And 50+ Interview Questions to Suss Them Out →
First Round Review

Additional Reads

The Changing Venture Landscape →
Mark Suster, GP @ Upfront

Generalist vs Specialist →
Fred Wilson, GP @ USV

Venture Communism →
Michael Solana, VP @ Founders Fund

Shopping Spree →
Aashay Sanghvi, Principal @ Haystack

Downsides of a white hot economy — VC Adventure →
Seth Levine, MD @ Foundry Group

---

Did someone send you this email? Subscribe below

---

Enjoying SandHill? We’d appreciate a share!

---

Did we miss something?

SandHill.io is now pulling posts from over 600 Medium writers, Substack newsletters, and blogs. However, we'd love to get suggestions on who we're missing and should be highlighting. Let us know (just hit reply) and we'll include their content starting with our next digest!