Put your reading to work
An interview guide and a list of evidence still to verify.
Open the worksheet →VC · Investment and strategy teams
Assess an investment
Start with real problems, customer evidence, and the team. Separate company claims, data, and your own inferences.
This path shows completed English translations in the original reading order.
Start with these three steps
- Choose the interview questions that matter most to your judgment.
- Record specific answers, sources, and missing evidence.
- Identify checks that could support or overturn your initial view.
Follow this reading path
These questions are site reading prompts, not new quotations from the author. Read historical information in the context of its original date.
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Read with this question: What is most important to understand in this assessment?
The Mission of Venture Capital: Finding Needs That Are Not Being Served
Robin’s commentary
Read with this question: How does evidence of team capability differ from an impressive résumé?
Unicorn Hunters (1): Invest in the Team, Not the Résumé
Book excerpt (the Unicorn Hunters series from Surviving a Startup)
Read with this question: How does the team adapt to change?
Netflix’s Management Team: Battle-Tested and Able to Reinvent Itself
Robin’s commentary
Read with this question: What evidence should customer interviews uncover?
Customer Interviews Matter—You May Simply Be Asking the Wrong Questions
Book excerpts from 精益創業實戰 (Lean Startup Practice, descriptive title) and 高成長思維 (High-Growth Thinking, descriptive title), with Robin’s commentary
Read with this question: Who are the early users with the most urgent needs?
Find the Early Customers with the Most Urgent Need: From Earlyvangelists to the Mainstream
Book excerpt (Dedao's book-listening service)