Investors #1 - What is an investment Thesis?
Property
Date
Dec 1, 2024
date
Aug 31, 2022
Tags
Last to edit
Attendance
- AustinFloss, estpeer, Marvel, NostradaMus, tesa_fc
What is an investment thesis?
- Primary reason why you are investing aka investing hypothesis.
- What are the risks associated with this thesis?
- What is your conviction in this area?
Example theses
Multicoin Capital → Crypto will create the largest one time shift in wealth in the history of the internet.
Pantera Capital → Cryptocurrency and blockchain technologies are the underpinnings of a new financial infrastructure, similar to how the internet was the underpinning of a new information infrastructure.
Fight Club investment thesis
Who do we want to support/invest in and why?
- Investing on disrupting apps owned by its users
- The Web 3 and DeFi spaces are exploding, and they will change the way we bank, interact and so much more. The way these projects will be funded matters almost as much as the projects themselves. We want to facilitate innovation in these spaces in a way that is different from TradFi; that is rooted in decentralization, democratization and on-chain transparency. We want to give innovators and founders in our communities the option to find funding and support from within.
Who do we not want to support/invest in and why?
We do not want to support or invest in any projects that are harmful, oppressive or exploitative. We don’t want to engage with any teams that are affiliated with problematic parties or who are engaged in nefarious activities.
What is your investment thesis?
- tesa_fc
- team focused
- what team’s edge in problem
- evaluation on expected return and probability of return
- minimize losers
- NostradaMus
- team focused
- honesty, commitment to delivering value
- primedao - compare web3 projects and how to score them
- activity of github contributions
- total addressable market (tam)
- estpeer
- start early
- not hype projects
- austin
- conservative view point
- good teams, not too much marketing
- Marvel
- start early, stay long
- admit and learn from your mistakes
- community of goodness thesis