FJ Labs’ Investment Thesis Playing With Unicorns

In the third episode, I described how VCs evaluate startups by using a combination of the team, business, deal terms and whether the idea fits with their thesis to decide whether to invest or not. In this episode, I present FJ Labs’ Investment thesis.
I start by covering why we focus on marketplaces, then detail:  
Our current marketplace theses: Verticalization of horizontals Transition to supply pick marketplaces B2B marketplaces The Future of Food The Future of Work The Future of Real Estate The Future of Lending