An abstract pink blob.
A wavy section divider.
An abstract pink blob.

Common Themes in 2021 Investment Memos

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. ;-)

A wavy divider.
An abstract pink blob.

Take the next step

A wavy divider.An abstract pink blob.