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What’s my thesis? • “I’m Investment Thesis Fundamentals (April 2016)

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What’s my thesis?
• “I’m investing in connected hardware that help
make homes smarter & more energy efficient”
• “I’m investing in fintech startups that focus on
emerging market consumers with limited access to
traditional banks but have mobile phones”
• “I’m investing in black & hispanic minority founders
in the US with limited access to VC, yet address
markets that represent >30% of US consumers”

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