VC Theses #79 | Death to DTC, Down Rounds, Secondaries, & more
VC Theses #79 | Death to DTC, Down Rounds, Secondaries, & more
June 4–11th | Insights from Equal Ventures, Alpaca VC, Balderton, A16Z, Upfront, and more
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Death to DTC? Enabling the future of cross-channel commerce (Rick Zullo & Chelsea Zhang, Equal Ventures)
Where Does Opportunity Lie in the Global Supply Supply Chain? (Alpaca VC Team)
Industry Developments & Analyses
Top 10 Insights from the 2022 Startup Sentiment Survey (Tomasz Tunguz, MD @ Redpoint)
Reports of insurtech’s death are greatly exaggerated… (Rob Moffat, Partner @ Balderton)
The Cloud Killed Infrastructure, Long Live Infrastructure! (Martin Casado, GP @ A16Z)
The ____ Economy (D'Arcy Coolican, Partner @ A16Z)
The Evolution of The Subscription Business Model (Ben Futoriansky, Investor @ Cobalt Capital)
Guides, Case Studies, and Best Practices for Operating
Down Rounds: Deal With Reality (Brad Feld, GP @ Foundry Group)
Slippery when wet: Secondary sales (Tilman Langer, GC @ Point Nine)
Scaling from $1 to $10 million ARR (Bessemer Ventures Team)
Is the price really right? (Kara Nortman, Partner @ Upfront)
How to do a reference call? (D'Arcy Coolican, Partner @ A16Z)
Predictably Unpredictable: Navigating the Volatility of Transactional Revenue (Medha Agarwal & Emily Man, Redpoint)
Additional Reads
Your Three (or Less) Jobs in Venture Capital (David Beisel, Partner at NextView)
Web3 Reading List (Dez Fleming, VC @ FirstMark)
The Three Ways VCs Come to an Investment Decision (David Paul, MP @ DWP Capital)
Once In A Lifetime (Morgan Housel, Partner @ Collaborative Fund)
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