Problems

The following memo was shared amongst our investment research team. Quibi’s shutdown offers a few valuable lessons for investors.  A great founding team does not eliminate the need for a unique insight about the problem and market. We previously talked…

Part of our investment discovery process at Loup is to identify large problems, define the problems in our structure of cost/convenience/moral, figure out the best way to solve the problem, then find the companies doing it. We plan to regularly…

Problems are the guiding light for founders to build solutions around. Problems are also the guiding light for investors to decide whether a company is a good investment. When we started investing in early-stage companies, we were taught that founders,…