VC Theses #152 | Disrupting Systems of Record, Headwinds in Logistics, & more
VC Theses #152 | Disrupting Systems of Record, Headwinds in Logistics, & moreOct 30th–Nov 5th | Insights from Square Peg VC, Bain Capital, Redpoint, , and othersWelcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators. This newsletter curates a selection of posts featured on the website each week. Investment Themes, Theses, & Outlooks
Industry Developments & Analyses
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VC Theses #151 | Predictions for Fintech, The Big Reset & more
Sunday, October 29, 2023
Oct 23rd–29th | Insights from Point Nine, USVBalderton, Daybreak, Sturgeon Capital, Precursor, USV, and others
VC Theses #150 | AI Marketplaces, Navigating the Shifting Landscapes, & more
Sunday, October 22, 2023
Oct 16th–23rd | Insights from NFX, Canaan, Primary Ventures, FirstMark, Daybreak, and others
VC Theses #149 | State of AI, Premium SaaS, Fintech in A, & more
Thursday, October 19, 2023
Oct 9th–15th | Insights from Air Street, Cathay Innovation, VersionOne, OpenView, Battery, and others
VC Theses #148 | Thesis on Web 3, Revolutionizing Medicaid, Attacking ERPs, & more
Sunday, October 8, 2023
Oct 1st–8th | Insights from FirstMark, Alpaca, 7wire, Ridge, USV, and others
VC Theses #147 | Healthcare Payments, Gaming Trends, Unbundling of ERPs & more
Sunday, October 1, 2023
Sept 25th–Oct 1st | Insights from Distributed Ventures, Ansa, Ridge, Daybreak, and others
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