- Beta Fellowship
- Building a network with people from different companies and focused on building the best content for pre-funders and funders to inform and help people fundraise
- Beta Fund
- invest 250k USD for each company and approximately 11 companies each year
- start up building blocks (pillars to evaluate a company)
- Demand
- 3 levels of market total demand & market unmet demand
- 对于市场的分析不光包括市场大小，还有未被满足的市场需求的大小
- Market Total Demand
- 1. Top Level
- market size: 客户单价*客户数量 （sanity check）
- VC喜欢的市场大小: $2B+
- VC喜欢的年增长率（Year to Year growth)： 20&+
- 市场越大，增长率越大，VC越愿意投资
- Case Study；
- 1. Top Level
- 市场大，年增长率大，所以选择投资
- 市场太小，所以不选择投资
- 大的市场给founders更大的容错率（margin of error），可以有更多的竞争者一起生存和succeed
- 2. Mid Level
- customer segments: using x-axis and y-axis to represent factors去细化客户分类
