Reletter
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Caymont Ventures

Eric Alfuth

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

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Substack
PricingOnly free issuesPublishesWeekly
Issues130Founded5 years agoLast Issue8 days ago
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Artwork for Caymont Ventures

Latest Issues

Getting The Customer Meeting

Happy Thursday, 👋

Cost reduction is often the easiest way for a startup founder to begin a potential customer conversation. It is clean, measurable, and usually tied to a budget line the buyer already understands. If a founder can explain...

8 days ago
2

003 Margin Notes: Beyond Launch

Hi Everyone 👋

I recently attended Space Walk III, an event hosted at Space Center Houston to showcase startups across the space and aerospace ecosystems. Given the recent SpaceX IPO news, I expected more conversations about traditional sp...

15 days ago
4

Path To The Customer

Happy Thursday, 👋

Founders are often great at building. They can see a problem, imagine a better product, assemble a team, and spend months turning an idea into software, a service, or a new way of working.

Solving a problem with a new p...

22 days ago
2

002 Margin Notes: Autonomous Vehicles

Hi Everyone 👋

I have found myself using Waymo more often for short trips. You get in, realize there is nobody else inside, and suddenly the car pulls into traffic. The first few times it feels instinctively wrong to be in a moving car wit...

a month ago
4

Startup Governance

Happy Thursday, 👋

Governance sounds like something that belongs in a public company annual report. It can feel legalistic, slow, and almost anti-startup.

A great startup is built to grow quickly. It moves from a handful of people making...

a month ago
7

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    Venture Capital investor sharing ideas and lessons learned

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