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October 29, 2026
How to build an investment thesis and win early-stage deals, according to VCs
Three early-stage investors on when a thesis is worth building, how to build one, and how to keep it current
8 min read
Northzone investor Pascual Cortés-Monroy was halfway through dinner with a voice AI founder when the founder stepped out to take a call. A big customer was about to sign. A week later, Northzone invested.
Oshin is Sifted's startup & VC analyst.
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Source: Sifted (Europe)