For many founders, in a world full of noise, separating the thoughtful, value-add financiers from the “volume shops” is harder than ever before.
Thesis will enable founders to acquire a better understanding of what trends and companies are exciting to the people that might fund them.
This week, Raffi and Issah (co-founders of Passionfruit) are joined by Ben Mathews.
Ben is a GP at Night Ventures. Night Ventures is a new brand of venture capital. Their LPs are the top creators in the world across YouTube, TikTok, Twitch and elsewhere. Together, they specialize in influence - understanding what's popular, what's trending and how to acquire more customers/fans of your product. They invest in the best teams in consumer, fintech, SaaS, crypto and health - any company where customer acquisition is the gating factor. Portcos include Italic, Lolli, Moonpay and Beacon. Previously, he was a VP at Bessemer, and in the Android and Hardware teams at Google.