+1 to everything - you’re now speaking my language. Been knee deep in a later round Series Fundraise effort, specifically crafting the narrative and developing the subsequent pitch.
Early rounds like pre-seed to Series A can benefit the most from the information you just shared, because oftentimes those companies don’t have the numbers to make them exciting. But stories always matter.
you would love the work of ben hunt. he has been applying ai to pull alpha out narratives and corporate press releases looking shifts in verbiage. im not really doing it justice.
Narrative investing was a side effect of zero/negative interest rates. When that’s over, should we all become value investors? Why is the idea of producing a useful and profitable product mocked?
+1 to everything - you’re now speaking my language. Been knee deep in a later round Series Fundraise effort, specifically crafting the narrative and developing the subsequent pitch.
Early rounds like pre-seed to Series A can benefit the most from the information you just shared, because oftentimes those companies don’t have the numbers to make them exciting. But stories always matter.
Excellent post team, thanks
you would love the work of ben hunt. he has been applying ai to pull alpha out narratives and corporate press releases looking shifts in verbiage. im not really doing it justice.
Will check it out thx!
Well, can't avoid sharing also the first one in this series: https://www.epsilontheory.com/narrative-and-metaverse-pt-1-the-living-word/
His, and the other Second Foundation writings are at Epsilon Theory blog.
This one is an absolute banger, could share much more but it should be enough to act as a gateway drug:
https://www.epsilontheory.com/narrative-and-metaverse-pt-2-gain-of-function/
Been following Ben Hunt since 2018-2019. Extremely important work and brings a very nuanced view to complex finance and geopolitical topics.
He has a lot bangers, but he is definitely a partisan dem, though he clearly recognizes that and tries to counter his cognitive dissonance.
narratives drive funding which, if allocated efficiently, could drive reality
well-written piece
Narrative investing was a side effect of zero/negative interest rates. When that’s over, should we all become value investors? Why is the idea of producing a useful and profitable product mocked?
If you had to write a narrative for the BowTied community... what would that look like?