I get a ton of questions from venture capital job hunters about how to come up with investment ideas and theses, so I wanted to share with you this recent article from Bill Gurley, General Partner at Benchmark Capital and investor in companies like eBay and Uber.
In this article, he breaks down Benchmark’s framework for evaluating digital marketplace investments.
This is a chance to get into Bill’s head and see how he looks at this space. More importantly, it’s an opportunity for you to see how a successful investor puts rigor and structure around an investment thesis — and how you might apply more rigor and structure to yours.
1 comment
Hi John – thought you might find this interesting. I’ve aggregated all the VC investment thesis on the internet. Only 17 which is a bit sad, but there you go!
https://www.alexanderjarvis.com/2018/01/08/vc-investment-thesis-collection/