The VC Factory Insights publishes data‑driven Venture Capital reports and expert interviews that LPs and GPs actually use.
Emerging VCs: Selection Through Mindset
We aim to show how current LP evaluation methods can significantly benefit from incorporating a structured analysis of the mindset dimension.
We’ve combined rigorous data analysis with qualitative insights from candid, in-depth interviews with elite LPs who regularly invest in first- and second-time fund managers.
These interviews offer a rare peek behind the curtain, revealing how experienced LPs assess the critical yet intangible aspects of a fund manager’s mindset and strategy.
Into The Mindset of Power-Law Masters (Part 1: Intuition)
This report is the first installment in a three-part inquiry into how Power-Law Masters, the rare Venture Capitalists who repeatedly generate billion-dollar outcomes, make investment decisions.
It focuses on the first step in the decision process: intuition. Venture Capital is one of the few professions where a gut feeling can be worth billions, but where the same gut feeling can veto the very outliers that define the industry.
The central argument is simple: In a power-law market, you must delay intuition until more information has been collected.