Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction
Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction
ventureunlocked.substack.com
Listen now | Episode 112 Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.On this week’s show, we’re excited to have Tomasz Tunguz, Founder of newly formed Theory Ventures. Before starting Theory, Tomasz spent nearly 15 years at Redpoint Ventures, and earlier this year, closed his maiden fund at $230MM and is focused on early-stage companies.Those who have followed Tomasz’s writing, know that he is incredibly analytical and thoughtful in his approach to business. This conversation was no different as we went deep into topics such as portfolio construction theory, business models in VC, and how to be strategic in raising a VC fund.
Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction
Tomasz Tunguz of Theory Ventures on…
Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction
Listen now | Episode 112 Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.On this week’s show, we’re excited to have Tomasz Tunguz, Founder of newly formed Theory Ventures. Before starting Theory, Tomasz spent nearly 15 years at Redpoint Ventures, and earlier this year, closed his maiden fund at $230MM and is focused on early-stage companies.Those who have followed Tomasz’s writing, know that he is incredibly analytical and thoughtful in his approach to business. This conversation was no different as we went deep into topics such as portfolio construction theory, business models in VC, and how to be strategic in raising a VC fund.