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Caymont Insights

Eric Alfuth

Adventures in venture capital investing and advising companies building at industry inflection points.

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Substack
PricingOnly free issuesPublishesWeekly
Issues137Founded5 years agoLast Issue8 days ago
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Latest Issues

The Startup Formula

Happy Thursday, 👋

Over the past 70 years, technology has changed what startups build and how they build it, but one basic principle of business has remained consistent. In his 1954 book The Practice of Management, Peter Drucker identified...

8 days ago
3

Problem First

Happy Thursday, 👋

When we attend founder or networking events, we often hear the question, “What are you building?” It is almost a default opening from investors or potential customers, intended to give a founder a few minutes to talk abo...

22 days ago
2

The Success Trap

Happy Thursday, 👋

To be successful, most founders need to be optimists at some level. They have to believe an idea can become a business before there is much evidence that it will. They convince employees to join something uncertain, inve...

a month ago
2

After The First Yes

Happy Thursday, 👋

A founder receives the email every startup hopes will arrive. The customer has agreed to move forward with a purchase order.

In the moment, it feels like months of uncertainty have finally been resolved. It is a memorab...

2 months ago
2

The What-If Gap

Happy Thursday, 👋

A few months ago, we applied to participate in a venture conference. The application was submitted, the initial conversations seemed encouraging, and then came the waiting.

Waiting should be easy because there is techni...

2 months ago
3

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  • Eric Alfuth

    Venture Capital investor sharing ideas and lessons learned

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