Apply Your Investment Thesis to a Startup

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

Before investing in a startup, apply your investment thesis to it to see if it makes sense.

Write out the company’s strategy and how it fits into the overall market.  

Review their position relative to the competition.

For the target company, look for a material event that recently occurred, such as a jump in sales or the hiring of a new CEO.

Write out what is significant about the change and why. Include any challenges the company may face.

Consider what factors may impact their performance -- the economy, a new competitor, etc.

Writing it out helps you think through the investment thesis and gives you a document to reference later to check your thinking. 

Reviewing your writeup in light of the outcome may update your investment thesis.


Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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On this episode of Investor Connect, Hall welcomes Luis Rivera, Managing Director at HEXA Global Ventures.

Founded in 2019 and headquartered in Richardson, Texas, HEXA Global Ventures is a seed capital investment firm that brings more than just capital. They have created an ecosystem consisting of resources, experience, talent, and specific service companies to help visionary entrepreneurs shape the best ideas into great companies. HEXA believes all companies are different and do not provide a standard program with a fixed end date. They work with the company and its founders on an ongoing basis to ensure that they stay focused, grow their companies, and anticipate any issues that might prevent them from achieving their dreams.

Luis is originally from Caracas, Venezuela, and came to the US at the age of 13 when he moved to New Hampshire to go to high school. Needless to say, he had a rude awakening his first winter there! Seeking warmer weather, he moved to California where he attended Claremont McKenna College. After graduating, he moved to the Bay Area and started his career in tech. 

Luis joined HEXA Ventures at the beginning of 2021, after more than 25 years of sales and operational experience in the world of tech. He has guided technology companies through major transitions, such as initial public offerings, acquisitions, and rapid global growth. Before HEXA, he was Chief Revenue Officer at Aptology Corp where he helped the company penetrate accounts such as ADP, Atlassian, Google Cloud, and others. Prior to Aptology, Luis was SVP of Strategy and Growth at TalentGuard Inc. He also served as Senior VP of Sales at Saba Software where he led the global go-to-market strategy for all HR sales-related products. Luis has held several global executive and sales leadership positions, including 10 years at Lyris, where he led the company from $4M to $55M dollars in revenue. During his tenure, Lyris acquired multiple companies and became public. 

Luis discusses his investment thesis and some of the companies HEXA has invested in. He also advises startups and investors and shares some of the challenges they face.

You can visit HEXA Global Ventures at www.hexagv.com, on LinkedIn at www.linkedin.com/company/hexavc/, and on Twitter at www.twitter.com/hexagv. 

Luis can be contacted at lrivera@hexagv.com, and on LinkedIn at www.linkedin.com/in/luisrivera1. 

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For more episodes from Investor Connect, please visit the site at: http://investorconnect.org  

Check out our other podcasts here: https://investorconnect.org/ 
For Investors check out: https://tencapital.group/investor-landing/ 
For Startups check out: https://tencapital.group/company-landing/ 
For eGuides check out: https://tencapital.group/education/ 
For upcoming Events, check out https://tencapital.group/events/  

For Feedback please contact info@tencapital.group   

Please follow, share, and leave a review.

Music courtesy of Bensound.