Heard VCs value PMs who can apply product thinking to portfolio construction. As someone who’s built 0-1 products at scale, what real examples show this crossover? Looking for community case studies where roadmap prioritization techniques directly informed investment strategies – maybe resource allocation frameworks or user segmentation models adapted to thesis development.
A friend used FAANG’s opportunity solution tree framework to map an entire vertical for her VC. Ended up spotting a niche in devtools-for-nontech that became their biggest winner. She literally built the investment thesis like a product backlog – crazy how transferable it was!
Analysis shows PMs using KPI trees have 40% higher portco monitoring effectiveness. One case study details adapting Google’s HEART framework to assess portfolio company growth health. Another used Amazon’s working backwards process to structure due diligence flows, reducing time-to-term-sheet by 22%.
stop overcomplicating it. one ex-pm at benchmark just looked for founders who could ship faster than their old product org. turned out to be the best filter for capital efficiency. frameworks schmrameworks