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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 leading accelerators in the US, has invested in a broad range of companies within this thesis: The above screenshot shows investments made by Techstars specifically within the AI-Driven Content Creation thesis. For founders building in this specific thesis, this insight can be particularly useful to qualify and prioritise Techstars.

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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. For instance, for founders building in the Insurance Automation space, an investor that has done some prior work in that thesis is perhaps a highly likely financing partner. On the Metal platform, founders can view the investing thesis of each investor within their specific parent sector. Founders building in the Fintech sector can view the investing thesis of each investor within Fintech. Further, founders can also identify all the investments that a given investor has made within a specific investing thesis within Fintech.