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Playing With Unicorns


Oct 9, 2020

In the third episode, I described how VCs evaluate startups by using a combination of the team, business, deal terms and whether the idea fits with their thesis to decide whether to invest or not. In this episode, I present FJ Labs’ Investment thesis.

I start by covering why we focus on marketplaces, then detail:  

  • Our current marketplace theses:
    • Verticalization of horizontals
    • Transition to supply pick marketplaces
    • B2B marketplaces
  • The Future of Food
  • The Future of Work
  • The Future of Real Estate
  • The Future of Lending