
Digest #48 | Shifts in women's health, 100x ARR multiples, State of Web3, and more
Insights from Maveron, FirstMark, Greylock, Redpoint and others
Hi everyone,
If you’re a new subscriber, welcome! There are now over a thousand of us! I’m truly grateful to everyone that helped promote the newsletter this week alongside our Product Hunt launch and especially Mario Gabriele for hunting us.
For new subscribers, our website aggregates and shares the latest content from 600+ VCs and industry analysts related to the startup world. This newsletter organizes and shares a selection of those posts related to a few key categories.
This started as a side project while I was working in VC and I continue to maintain it on nights & weekends. I love hearing from subscribers on ideas for improvement, collaboration, or otherwise – you can reach me anytime by replying to this email or via twitter (DMs open).
– Ali
Investment Themes, Theses & Outlooks
Generational shifts in women’s health: what to know about Gen Z (Anarghya Vardhana, Partner @ Maveron)
How Femtech Innovations Can Help Break Taboos Around Women’s Health (Winnie Lau, Associate @ M13)
2021 MAD Landscape: The Top 10 Trends (Matt Turck, Partner @ FirstMark)
What’s happening in the modern data stack: Drivers, trends, and opportunities (Alex Salton, Summer Associate @ Lerer Hippeau)
Industry Developments & Analyses
The current state of web3 (Tanay Jaipuria, PM @ Instagram)
7 Top Takeaways from HLTH 2021 (7wire Ventures)
Sustainable Transition: $34 billion+ in software spend (John Tough, MP @ Energize)
Operator Interviews, Case Studies & Best Practices
How to Win the Startup War for Talent (Asheem Chandna, Partner @ Greylock)
Six product strategies to catalyze your Second Act (Janelle Teng & Elliott Robinson, Bessemer)
SaaS Foundations: Hiring to succeed in B2B. A tool to help you know when to hire AEs (Daniela Raffel, Associate @ Dawn Capital)
A guide to understanding founder/VC fundraising conversations (Matt Turck, Partner @ FirstMark)
The Feedback Founders Need to Hear — How to Grow Yourself To Grow The Company (First Round Review)
Additional Reads
The 100x ARR Multiple (Tomasz Tunguz, MD @ Redpoint)
Down the ‘product-market fit’ rabbit hole! (Sajith Pai, Director @ Blume)
The Shitposting Gods of Silicon Valley (Mike Solana, VP @ Founders Fund)
A Getting Started Guide for Female Angel Investors (Nadia Boujarwah, Amanda Herson, & Hillary Bush, Founder Collective)
Next Steps to Win the Future: New ideas for our web3 policy platform (Tomicah Tillemann, Jai Ramaswamy, Miles Jennings, & James Rathmell, A16Z)
Did we miss something?
We’re now pulling posts from over 600 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.