Here’s a roundup of interesting startup links I came across today:
What Makes a Compelling Investment Thesis? — Oregon Venture Fund
As early-stage venture investors, often when evaluating a company there is hardly any revenue to underwrite, no retention metrics, and little data to base decisions on. Oftentimes, there is a team going after an opportunity and it is up to us to make an argument for why we believe that there is a clear, falsifiable case for why that very company could become large relatively quickly, why this is the time for that to happen, and why this is the team to pull it off. That argument is our thesis.
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