<ul><li>A thesis-driven investment strategy is more than a statement of interest. It’s a lens, a filter, and a north star.</li><li>A good thesis is narrow enough to focus your attention, but broad enough to leave room for surprise.</li><li>Strategic thinking requires rigid discipline + flexible minds. Be ready to adapt your thesis as the world changes — but don’t throw it out just because the herd is stampeding in another direction.</li><li>Strategic VCs don’t just see opportunity. They recognize alignment — with a worldview they already hold.</li></ul>

Element #1: Thesis-Driven Investment Strategy

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