Brown: Theoretical investment theses fail when investors ignore execution risk
Ophelia Brown · Ophelia Brown: How We Raised $432M in a Pandemic; What's New in European Venture Capital | E990 · 20VC with Harry Stebbings · Mar 17, 2023 · at 21:09
Ophelia Brown is the founder and GP of Blossom Capital. She discusses common analytical traps investors face when evaluating early-stage companies.
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“I think investors can get fooled into thinking something is a great investment thesis, and ignore the practicalities of the execution and execution risk, et cetera. So I think a lot about that, like, you can build a beautiful investment thesis around why a piece of software might work, but if the team isn't right, or the geography isn't right, or there's something wrong with the market, then you'll still be wrong.”
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