Investing Thesis
Using the investing thesis of a given firm to ‘qualify’
Understanding the Investing Thesis
Venture investors often tend to invest in patterns — if they believe in a specific market opportunity (I.e. P2P payments), they often fund multiple companies within that thesis. Let’s look at a specific investing thesis:
AI-Driven Content Creation and Synthetic Media
Thesis Description: AI-powered generative models (text, image, video) are revolutionising creative industries, enabling mass personalisation and automating labor-intensive content tasks. Investors believe these platforms can disrupt entertainment, marketing, and media production.
Techstars, one of the largest and leading accelerators in the US, has invested in a broad range of companies within this thesis:
The above screenshot shows the investing thesis of Techstars within the AI sector. Further, the image above also shows the investments made by the accelerator specifically within the AI-Driven Content Creation thesis.
Using Investing Thesis to Qualify Investors
When qualifying investors, it helps to pursue ones that have a broader investing thesis that aligns with the direction of the user’s Company. Specifically, for users building in the Insurance Automation space, an investor that has done some prior work in that thesis is a particularly strong target.