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

• The Long Game in Cybersecurity (Asheem Chandna, Partner @ Greylock)

• Five thoughts on the future of VC-backed D2C brands (Amanda Herson, VC @ Founder Collective)

• Talking Shop: The Transformation of Commerce (Rex Woodbury, Partner @ Index)

• Investing in Fintech: A Look into 2022 (Apoorva Goyal & Deven Parekh, Insight Partners)

Industry Developments & Analyses

• NFT 101 (Bessemer Team)

• A timeline of the last 100+ years in Insurance in the U.S. (Part I) (Amir Kabir, Partner @ AV8 Ventures)

• Can DAOs Unlock Democratic Decision-Making? (Pratyush Buddiga, VC @ Susa Ventures)

• The 100 most interesting influencer / creator startups — Part 1: The Map (Nicole Quinn, GP @ Lightspeed)

• Optimising Ethereum (Abhishek Maran, VC @ Folklore Ventures)

• 🌍 Climate unicorns take charge #89(Kim Zou & Sophie Purdom, Climate Tech VC)

Guides, Case Studies, and Best Practices for Operating

• 10 Lessons Learned after $5B of M&A (Tomasz Tunguz, MD @ Redpoint)

• Desperation-Induced Focus (Ravi Gupta, Partner @ Sequoia)

• How to Catch a User (Acquisition) (Zachary DeWitt, Partner @ Wing VC)

• Hope For the Best, Plan for the Worst: A TCV Roundtable on Crisis Communications (Katja Gagen & Kunal Mehta, TCV)

• How To Raise Funding When Investors Hate Your Market (Hunter Walk, GP @ Homebrew)

• The Sales Sandwich (Tomasz Tunguz, MD @ Redpoint)

Additional Reads

• Minsky Moments in Venture Capital (Abraham Thomas, Angel Investor)

• The Professionalization of Startups (Kyle Harrison, ex-Principal @ Index)

• Addressing Uncertainty, an overview (Jerry Neumann, MD @ Neu VC)

• Where Do Deals Come From, 2021 (David Goldberg, GP @ Alpaca VC)

• Will Your Startup Borrow More in 2022? (Tomasz Tunguz, MD @ Redpoint)

• Web of Relations (Packy McCormick, GP @ Not Boring)

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.

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