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

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