Digest #57 | The Great PropCo Opportunity, Top Web3 Sectors by Revenue, & more

Jan 2nd – 8th | Insights from Alpaca, FirstMark, AlleyCorp, Lightspeed, Electric Capital 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 650+ VCs, analysts, and operators.

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

---

Investment Themes & Theses

• The Great “PropCo” Opportunity (Daniel Fetner & Ryan Freedman, Alpaca VC)

• Where are We Headed? Web3 (Part 1) (Dez Fleming, VC @ FirstMark)

• Re-designing Emergency Care (Sherman Leung, VC @ AlleyCorp)

2022 Outlooks & 2021 Retrospectives

• 2022 Predictions: From Masked to the Metaverse (Nicole Quinn, GP @ Lightspeed)

• Venture Investing in 2022 (Ali Hamed, Co-founder @ CoVenture)

• GPT-3 and 2022 Predictions (Jake Tauscher, VC @ G2VP)

• Insurtech Predictions: Insurance, the industry technology forgot to change is now changing (Connor Love, VC @ Lightspeed)

• The 30 Best Pieces of Advice for Entrepreneurs in 2021 (First Round Review)

Industry Developments & Analyses

• The Top Sectors of Web3 in 2022 by Revenue (Tomasz Tunguz, MD @ Redpoint)

• Electric Capital Developer Report (2021) (Maria Shen, Partner @ Electric Capital)

• The Economics of Creativity: Who Gets Paid and Why (James Currier, GP @ NFX)

• What Happens *After* All the Supply Chain Issues? (Aubrie Pagano GP @ Alpaca VC)

• What’s the Metaverse? (Part 4 of 7) (Matt Cohen & Dom Lau, Ripple Ventures)

Guides, Case Studies, & Best Practices for Operating

• Come for the Tool, Stay for the Exchange: Bootstrapping Liquidity in the Private Markets (David Haber, GP @ A16Z)

• Building a Board: What I Wish I Had Known (Ryan Caldbeck, Founder @ CircleUp)

• The 3 Levels of Goal Setting That Every Startup Needs (Matt Hoffman & Tania Luna, M13)

• Navigating Your Way to a Solid Series A: Part II (Emma Silverman, Principal @ TMV)

Additional Reads

• The Quick and Dirty Startup Founder’s Compensation Guide (Michael Wolfe, Advisor @ Point Nine)

• Predictions Are Useless, But Planning Is Indispensable (Semil Shah, GP @ Haystack)

• Right-Click Utilize (Yuan Han Li, VC @ Blockchain Capital)

• Performance and Fundraising Progress of Emerging Managers (John Tough, MP @ Energize VC)

• VCs with Ignorant Views on Race Have No Place in Venture Capital (Charlie O’Donnell, GP @ Brooklyn Bridge)

• It’s Time for Investors to Redefine How We Evaluate Digital Health Startups (Alyssa Jaffee, Partner @ 7wire)

---

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.

---

Enjoying SandHill?

We’d really appreciate it if you shared it with a friend who would find it valuable.

---

Did someone send you this email? Subscribe below