VC Theses #121 | Future of DTC, Waves of Fintech, Healthcare Gaps & more
VC Theses #121 | Future of DTC, Waves of Fintech, Healthcare Gaps & more
March 26th–April 2nd | Insights from Bessemer, A16Z, NextView, Foundation, Greycroft, 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.
This edition of SandHill.io is brought to you by Tegus, an insights platform with more than 50,000 investor-led call transcripts. Sign up today for a 14-day free trial.
Investment Themes, Theses, & Outlooks
The Future of Direct to Consumer (Annabel Acton & Mike Forster, AfterWork VC)
Closing the Gender Healthcare Gap: How Digital Health Can Transform Care for 50% of the World’s Population (7wire Ventures Team)
Limitations and Opportunities in Cell and Gene Therapies: A Roadmap for Future Investment (Earlybird VC Team)
The Next Horizon in HR Tech: Leave-of-Absence Management (Battery Ventures Team)
Industry Developments & Analyses
The Five Waves of Fintech (Charles Birnbaum & Eric Kaplan, Bessemer)
Second order effects of a bank run on fintech startups (Jack Abramowitz, Principal @ NextView)
The Future of Payments is… Red? (Alex Rampell, GP @ A16Z)
Healthtech: Show Your Magic (A16Z Team)
A Local’s Guide to Fintech Investing (Charles Moldow, GP @ Foundation)
Startups vs Incumbents in AI (Tanay Jaipuria, Partner @ Wing VC)
Davids in the Land of (AI) Goliaths (Vivek Ramaswami & Sabrina Wu, Madrona)
Guides, Case Studies, and Best Practices for Operating
Seed Data Room Template (Beata Klein, Principal @ Creandum)
Primer for Using LLMs (Greycroft Team)
G2 Playbook: Compensation Basics (G2VP Team)
A CEO’s tactical guide to driving profitable growth (Janelle Teng, VC @ Bessemer)
Designing the right business model as a B2B marketplace (Louis Coppey, Partner @ Point Nine)
Additional Reads
What makes something defensible? (Abhishek Maran, VC @ Rampersand)
Don't Get Full on the Salad Bar- The Good Assets Are Yet to Avail Themselves (David Paul, MP @ DWP Capital)
The Animal Spirits of Silicon Valley (Ansaf Kareem, Partner @ Lightspeed)
It's Go-Time for Treasury Management (Medha Agarwal, Partner @ Redpoint)
Attention is All You Need (Packy McCormick, GP @ Not Boring)
The future of programming with large language models (Kojo Osei, VC @ Matrix)
For B2B Generative AI Apps, Is Less More? (Zeya Yang & Kristina Shen, A16Z)
Thank You to Tegus for Sponsoring
This edition of SandHill.io is brought to you by Tegus. The Tegus platform empowers VCs to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis with a 14-day free trial.
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.