Episode 4: FJ Labs’ Investment Thesis

October 9, 2020     ·      3 min read     · 

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

For your reference I am including the slides I used during the episode.

If you prefer, you can listen to the episode in the embedded podcast player.

In addition to the above Youtube video and embedded podcast player, you can also listen to the podcast on:

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