Calm Fund Investment Thesis

Tl;dr: Calm Fund are focused on “funding for bootstrappers”. They’ve written more about their investment thesis than pretty much everyone.  I’ve broken up what I was able to find on their site into a few parts for you to parse: About Calm Fund Calm fund 2 investment memo ​Investment strategy What we invest in Investment questions Fund 3 About Calm …

Building Ventures Constructuring

VC investment thesis: Building Ventures- Constructuring

Tl;dr: This is the Building Ventures investment thesis to advance the ways in which we design, build, operate and experience the built environment. Building Ventures invests in companies that are reshaping the way we design, build, operate and experience our built environment. Constructuring To mark the launch of our new Activity page, we’ll be writing and sharing content that delves …

Building Ventures Space as a Service

VC investment thesis: Building Ventures- Space

Tl;dr: This is the Building Ventures investment thesis for space as a service. Building Ventures invests in companies that are reshaping the way we design, build, operate and experience our built environment. Space as a service Humans spend 90% of our time “inside”, which is no surprise given where shelter, safety and security rank in Maslow’s “Hierarchy of Needs”. But …

lightspeed venture capital memo snapchat

Snapchat Venture Capital Investment Memo

Tl;dr: Lightspeed invested $485k in Snapchat at the seed in 2000 ($15k for a school that sourced the deal). They shared their investment memorandum in Fed 2021 on a podcast (well a page anyway). Read to understand how a venture capital investor thinks about investing in a company and how they communicate it to their partners and potentially their limited …

Draper Cygnus investment thesis

Draper Cygnus investment thesis

Tl;dr: The investment thesis of Draper Cygnus to back the best emerging technology founders from LATAM, US, and Israel through Pre Seed to Series A. This is for their second fund in partnership with Tim Draper and the Draper Venture Network. They invest in supporting extraordinary entrepreneurs who have developed technology and business models that can positively transform our society. …