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

• The Death of Deloitte: AI-Enabled Services Are Opening a Whole New Market (Jake Saper & Jessica Cohen, Emergence)

• AI is coming for your (services) job (Samit Kalra, Partner @ 1984 Ventures)

• The AI Workforce is Here: The Rise of a New Labor Market (Pete Flint & Anna Piñol, NFX)

• Where we’re looking to invest in vertical B2B software & AI (Marissa Moore & Taku Murahwi, OMERS)

• Our Take: Aging-in-Place x Home Modifications (Mili Raina, VC @ Crossbeam)

Industry Developments & Analyses

• The Golden Age of Deep Tech (Leo Polovets, GP @ Susa)

• 2024 Annual Cultural Vibrations – New Paradigms (Hannah Grey VC)

• Decentralizing the Electric Grid (Ryan McEntush, Partner @ A16Z)

• Is there ever going to be a replacement to employer-sponsored healthcare? (Christina Farr, ex-OMERS)

• A data-driven look at fintech adoption in vertical software (Matt Brown, Partner @ Matrix)

• Mapping Miami Startup Ecosystem (Yasmine Morrison, ex-Director @ Florida Funders)

• What makes an industry well-suited for vertical AI? (Marissa Moore & Taku Murahwi, OMERS)

Guides, Case Studies, and Best Practices for Operating

• The Arc Product-Market Fit Framework (Sequoia Team)

• Cap Table Template (Jean de La Rochebrochard, MP @ Kima Ventures)

• Relationship conduct: VCs, founders and beyond (Roger Ehrenberg, GP @ Eberg Capital)

• Eight Key Lessons for Rocket-Shipping AI Products (Redpoint Team)

• The missing link between PLG and SLG (Kyle Poyar, Partner @ OpenView)

• PR fundamentals for early stage founders (Bessemer Team)

• How to Raise Pre-Seed (and Seed) Financing for Your Startup (Ben Yoskovitz, Partner @ Highline Beta)

• Lessons for Vertical SaaS Startups from the Public Market (Gabby Cazeau & Jon Diakanwa, Harlem Capital)

• Fundraising advice from a newly minted VC (Nikunj Kothari, Venture Partner @ Khosla)

Additional Reads

• What Makes for Successful Consumer Founders? (Meera Clark, Principal @ Redpoint)

• How We Built This: Company Classifier (Marco DeMeireles & Ryan Sullivan, Ansa)

• 'Supercharge' your VC firm (David Beisel, GP @ NextView)

• Hype Deflation & Inflation (Kyle Harrison, GP @ Contrary)

• Minecraft, Physics, and ML (James Detweiler, Partner @ Felicis)

• What Happens If I Don't Make This Investment? (Charles Hudson, GP @ Precursor)

• VC Economics 101: A Guide for Founders (Annabel De Gheldere, VC @ Mountside Ventures)

Did we miss something?

We’re now pulling posts from over 700+ newsletters and blogs (full list here). Let us know if you notice something we miss and we'll include it in the next digest. Just respond to this email with the URL.