We’ve noticed venture capital firms starting to publish versions of their investment thesis and very upbeat versions of their internal deal memos.
As a bit of fun we've included all the explanations of why we invested and put it through a word cloud to give you the TLDR; version of what we have invested in and what has excited us.
Not surprisingly a lot of "Build", "Provide", "Data" and "Product" discussed but more "Pets", "AI" and "Insect" than we would have thought.
They say a picture says a thousand words so hopefully this is a quicker way of communicating what excites us without the usual cliches. ;-)