VC Theses #90 | Solutions to the Climate Crisis, Software Infra, & more
Aug 22nd–28th | Insights from Innovation Endeavors, Cowboy VC, Founders Fund, and more.
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, & Outlooks
Funding solutions for the climate crisis (Innovation Endeavors Team)
Investing in Software Infrastructure in a Downmarket (Amanda Robson, Partner @ Cowboy)
Cybersecurity Labor Gap, Grin for B2B, Cookiepocalypse Co-op (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
This Is Water: Revisiting Social Constructs (Rex Woodbury, Partner @ Index)
Who are the most active early-stage investors in digital health? (Christina Farr, VC @ OMERS)
dNFT, Metadata-Enabled (Nico Pei, VC @ Blockchain Capital)
Guides, Case Studies, and Best Practices for Operating
Driving Return on Time with your Hiring (Rick Zullo, GP @ Equal Ventures)
Treasury Management: A Guide to Navigating Downturns (A16Z Crypto Team)
What happens when you over-index on momentum early (Jackie DiMonte, Partner @ Chicago Ventures)
The Independent Board Member: Why, When, How and Who? (Ryan Caldbeck, Founder @ CircleUp)
The Insider’s Guide to Data Rooms: What to Know Before You Raise (Justine Moore, Partner @ A16Z)
Your guide to PLG fundraising (Kyle Poyar, Partner @ OpenView)
Analyst Relations Unlocks ScaleUp Superpowers (Nick Barber, VP @ Insight)
Debt Babies (Mike Solana, VP @ Founders Fund)
Big Beliefs (Morgan Housel, Partner @ Collaborative Fund)
CAC: Customer Acquisition Chaos (Rex Woodbury, Partner @ Index)
The ESG Term Sheet (James Joaquin, VC @ Obvious)
Bundling and SaaS Power Laws (Akash Bajwa, VC @ Earlybird)
SPV (vs VC fund) Economics (Erik de Stefanis, Partner @ Interlace)
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