2min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

The Path to Market Leadership in Vertical Software

I want to have a conversation with the team and understand how they see their path to market leadership. As it relates to the founders, I think I index away from prototypical 20-something-year-old tech genius who dropped out of Harvard or MIT. If the signal is fuzzy or I can't understand it because I can't empathize and I can't find customers to tell me they love it, then it's just not for me. Kent: Recently invested in a company that's serving the construction industry. "I am not a contractor. I can barely replace a light bulb"

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