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"Turpentine VC" | Venture Capital and Investing  cover image

E14: A Deep Dive into Thrive Capital's Investment Strategy

"Turpentine VC" | Venture Capital and Investing

NOTE

The Impact of Macro Considerations on Investment Decisions

Macro considerations can heavily influence investment decisions for firms. Some firms focus primarily on investing in great companies without adjusting their deployment pace or fund size, believing that great companies perform well in all market conditions. In contrast, other firms are very attentive to macro factors, which shape the types of companies they invest in and lead to changes in pacing and fund size. When it comes to investments, The firm in discussion carefully evaluates macro trends to determine if adjustments to long-term assumptions are necessary. They assess changes in technology trajectory, profitability, efficiency, market dynamics, and capital costs. Despite an unwavering belief in technology's transformative power, the firm acknowledges the evolving macro environment, emphasizing that strategies tailored to a zero-interest rate world may no longer be effective. They stress the importance of adapting business strategies smartly to the current macro landscape and actively assist their portfolio companies in navigating these changes.

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