Category: Themes

As the public markets have been flashing red lately, my email and DM inboxes have been crammed full of various forms of "What does this mean for early-stage venture investors?" 240 characters won't do this topic justice, so here are some personal thoughts informed by over three decades of early-stage investing. These comments are from … Continue reading The Great Asset Repricing – Again →

At Incisive Ventures, certain Themes drive WHERE we look for investments. The short answer is where we believe we have an ADVANTAGE. Some kind of information, insight, or talent advantage that is not available or at least non-obvious to others. The long answer is the rest of this post. Having far exceeded the 10,000 hour … Continue reading Incisive Ventures Meta Themes →