This is great. Makes me want to start a paper company. Just a curiosity, is the $5M threshold meant to capture post-Series A companies? Thinking this would be really useful in my corners of health tech, but would likely want to include the $2m to $5m range seed checks. Thanks again, loved the post.
I like the idea of your opportunity analysis. Kind of off-the-track thinking. What I miss is the argument of growth vs. maturity. Paper is certainly a mature market whereas SaaS is supposed to grow rapidly. Nevertheless, who would have thought that taxi transportation could be an opportunity before uber? Still, the uber story tells us how difficult it is to make money in a seemingly mature market. So, I am curious what your analysis shows next.
Very interesting analysis! Would be interesting to re-run an analysis like this for carbon-related technologies, in the style of Project Drawdown
This is great. Makes me want to start a paper company. Just a curiosity, is the $5M threshold meant to capture post-Series A companies? Thinking this would be really useful in my corners of health tech, but would likely want to include the $2m to $5m range seed checks. Thanks again, loved the post.
I like the idea of your opportunity analysis. Kind of off-the-track thinking. What I miss is the argument of growth vs. maturity. Paper is certainly a mature market whereas SaaS is supposed to grow rapidly. Nevertheless, who would have thought that taxi transportation could be an opportunity before uber? Still, the uber story tells us how difficult it is to make money in a seemingly mature market. So, I am curious what your analysis shows next.