Reletter
Artwork for Caymont Ventures

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
Issues128Founded5 years agoLast Issue6 days ago
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Artwork for Caymont Ventures

Latest Issues

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...

6 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...

12 days 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...

20 days ago
6

001 Margin Notes: Beyond Words

Hi Everyone 👋

Welcome to the first edition of Margin Notes.

Our venture fund takes a top-down approach to investing. We start by identifying changing macroeconomic and technological themes, then work down to the inflection points they cr...

a month ago
3

Studied Effortlessness

Happy Thursday, 👋

We recently attended a three-day business plan competition where it was evident that most founders spent a lot of time trying to perfect the investor pitch deck. But the best ones spent just as much time perfecting the p...

a month ago
2

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  • Eric Alfuth

    Venture Capital investor sharing ideas and lessons learned

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