1 hr 9 min
#019 Synthesis: An Investment Memo All Things VC
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- Technology
In this episode, I describe a mock investment thesis on why, based on the public information I have available, I would invest in Synthesis.
Synthesis is an ed-tech platform founded by the creator of SpaceX’s Ad Astra school in collaboration with Elon Musk, a homeschool program for children of SpaceX employees to learn complex problem-solving and communication skills.
I go very deep on
1. The problem with our current education system
2. How Synthesis solves those problems
3. Their Market Size
4. Their Traction/Business Model
5. Direct and Indirect Competitors
6. The Team
7. The Long-Term Vision/ROI for an Investor
8. The Ed-Tech Market
9. Risks
10. How much I'd Invest and why
It is a complete and thorough investment thesis for a fascinating company that any founder, investor, or parent needs to learn more about.
There are many charts and graphs referenced in this episode, so I highly reccomend listening along and referencing my Substack post to read along.
Also, you can check out All Things VC on YouTube for clips of key points of emphasis from this podcast episode and all others I've done in the past. There's a ridiculous amount of information there all condensed in various 60-second clips
In this episode, I describe a mock investment thesis on why, based on the public information I have available, I would invest in Synthesis.
Synthesis is an ed-tech platform founded by the creator of SpaceX’s Ad Astra school in collaboration with Elon Musk, a homeschool program for children of SpaceX employees to learn complex problem-solving and communication skills.
I go very deep on
1. The problem with our current education system
2. How Synthesis solves those problems
3. Their Market Size
4. Their Traction/Business Model
5. Direct and Indirect Competitors
6. The Team
7. The Long-Term Vision/ROI for an Investor
8. The Ed-Tech Market
9. Risks
10. How much I'd Invest and why
It is a complete and thorough investment thesis for a fascinating company that any founder, investor, or parent needs to learn more about.
There are many charts and graphs referenced in this episode, so I highly reccomend listening along and referencing my Substack post to read along.
Also, you can check out All Things VC on YouTube for clips of key points of emphasis from this podcast episode and all others I've done in the past. There's a ridiculous amount of information there all condensed in various 60-second clips
1 hr 9 min