venture capital
resources and insights on the VC industry
Juan Orbea and
venture capital
Fund II
I won’t expand on the onion theory itself, but it roughly follows the following sequential steps:
Team Risk: Is the team capable of executing their vision? Will the team work together effectively?
Building Risk: Can they develop a viable product?
Market Risk: Is there a substantial market for the product? Will customers use and pay for it?
Go-To-Market... See more
Team Risk: Is the team capable of executing their vision? Will the team work together effectively?
Building Risk: Can they develop a viable product?
Market Risk: Is there a substantial market for the product? Will customers use and pay for it?
Go-To-Market... See more
onion theory
Signature Block puts together good info
WTF VC by Slow VC’s Sam Lessin - great assessment of what’s going on in early 2025.
Due diligence questionaire
Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily... See more
The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
AI notes