Asher Bond Ventures

Explainable Investment Thesis

You may have heard about Explainable AI. Asher Bond Ventures is here to tell you about Explainable Investments. For Asher Bond Ventures, Investment thesis is about actions, not just the words that describe intent. In fact, we believe that in general a Defacto Investment thesis is nothing more than an explanation of an investor's behavior. We can explain (our generalist opportunitst approach to fundamental VC investing.) Asher Bond Ventures:

  1. Is a major league player in the early-stage game. Not a sideline-sitter or horse-race spectator / speculator.
  2. Goes where the need is greatest. We prioritize dual use and life-changing solutions. May the impact be great!
  3. Defines early-stage investing as no revenue, no product, no problem. If you have revenue we won't ask why you didn't come to us sooner.
  4. Invests in pre-seed through series-B (and later stage) startups who swing for the fences.
  5. Invests in the top 0.1% of massive market opportunites which change the world by mangnitudes of improvement.
  6. Looks for founders who build companies that talented people want to work at; where they deliver the highest quality products that customers love and swear by.
  7. Focuses on the fundamentals in every stage.
  8. Is FOUNDER and TEAM sensitive: NOT valuation sensitive.
  9. Is more than just a startup investor. Building, growing, and scaling companies and improving product-market-fit (PMF) and overall outcome.
  10. Is not a mere winner-picker. Works with founders to maximize product-market-fit (PMF) before and after it's found.
  11. Lets founders do the dreaming and pull of their own operational levers.
  12. Stays outcome-focused and doesn't get distracted by the terms. The outcome is the result that matters most.
  13. Explains what vertical we're in by investments we've already done after the fact that we partnered long-term with great founders.
  14. Invests in solutions that generate alpha through magnitudes of improvement around the UI,UX,Uask.
  15. Helps build the ideal customer experience for the ideal customer profile rather than reverse engineering DPI from an historic IPO.
  16. Invests in transformational TAM-shifters instead of trying to figure out what a TAM may still look like post-transformation.
  17. Represents underrepresented founders with a vision to change the world.
  18. Has a risk appetite appropriate for a fundamental early stage VC investor. We can stand the heat so we don't need to get out of the kitchen.
  19. Sometimes cares how the sausage is made, but lets the sausage makers do their thing.
  20. Is not perfect and may get in later than we should, but that won't stop us from making a later stage investment where we back great Superfounders who we should have backed in earlier stage rounds. We could be wrong. We've been wrong before. But stubborness and confirmation bias won't stop us from learning from our mistakes and adapting.