#4 FJ Labs’ Investment Thesis
Playing With Unicorns - Un pódcast de Fabrice Grinda
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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
