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[PREMONEY MIAMI] Quotidian Ventures >> Pedro Torres-Picón, "How To : Build an Investment Thesis"

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How to:
Build an Investment Thesis
Pedro Torres-Picón
Founder, Quotidian Ventures

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Pedro Torres-Picón @pedrotp
What’s a thesis?
the·sis - /ˈTHēsis/
noun
a statement or theory that is put forward
as a premi...
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[PREMONEY MIAMI] Quotidian Ventures >> Pedro Torres-Picón, "How To : Build an Investment Thesis"

  1. How to: Build an Investment Thesis Pedro Torres-Picón Founder, Quotidian Ventures
  2. Pedro Torres-Picón @pedrotp What’s a thesis? the·sis - /ˈTHēsis/ noun a statement or theory that is put forward as a premise to be maintained or proved
  3. Pedro Torres-Picón @pedrotp What do you invest in?
  4. Pedro Torres-Picón @pedrotp What type of investor are you? Opportunistic vs Sector/Trend Focused vs Thesis Driven
  5. Pedro Torres-Picón @pedrotp Opportunistic Sector/Trend Focused Thesis Driven What type of investor are you?
  6. Pedro Torres-Picón @pedrotp What’s your thesis? Ask yourself two questions...
  7. Pedro Torres-Picón @pedrotp Q1: What do you invest in? “In investing, you want to stick to the things that you’re best suited to do, where you’re the very best firm possible.” - Ben Horowitz, A16Z
  8. Pedro Torres-Picón @pedrotp Q2: What do you believe? “What do you strongly believe that very few people agree with you on?” - Peter Thiel, Founders Fund
  9. Pedro Torres-Picón @pedrotp Quotidian invests in... Companies transforming large, old-school industries with software.
  10. Pedro Torres-Picón @pedrotp … and we believe Founder/Market Fit is the most important quality to look for in founders in this space.
  11. Pedro Torres-Picón @pedrotp Why have a thesis?
  12. Pedro Torres-Picón @pedrotp “Regardless of whether you are Dave McClure or Union Square Ventures, you need an investment thesis and you need to stick to it. And I believe that you need to make it public, articulate it well, and make sure everyone, particularly your target entrepreneurs, know what it is and why.” - Fred Wilson, Union Square Ventures
  13. Pedro Torres-Picón @pedrotp Why have a thesis? Reason #1: Your thesis is your marketing strategy
  14. Pedro Torres-Picón @pedrotp Why have a thesis? Reason #2: Focus and discipline make you a better investor
  15. Pedro Torres-Picón @pedrotp Why have a thesis? Reason #3: Your domain expertise will add value to your companies
  16. Pedro Torres-Picón @pedrotp Why have a thesis? Reason #4: You will build a network of like- minded people
  17. Pedro Torres-Picón @pedrotp OK, I have a thesis Now what?
  18. Pedro Torres-Picón @pedrotp You should stick to it ”Once you have a thesis, you need to stick to it. There are all kinds of temptations that come along to invest outside of the core investment thesis. You have to resist them. Discipline is about sticking to what you know and what you believe in totally and completely.” - Fred Wilson, Union Square Ventures
  19. Pedro Torres-Picón @pedrotp But know when to evolve it ”Strong opinions, weakly held.” - Paul Saffo, Institute for the Future
  20. Pedro Torres-Picón @pedrotp And have an Anti-Thesis! One thing I learned from a smart VC friend who does thesis driven investing: if you have a thesis, you also need to have an anti-thesis. It's a good discipline to make sure you are really taking a position and not just adopting a theme. - Chris Dixon, A16Z
  21. Pedro Torres-Picón @pedrotp Further reading... Fred Wilson’s Blog - avc.com Brad Feld’s Blog - feld.com Dave’s Moneyball Thesis: bit.ly/davesthesis
  22. THAT’S ALL! Email me: p@quotidian.co Follow me: @pedrotp

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