Why does one thesis post turn into a stack of off-thesis pitches?
Writing up a thesis or breaking down a deal in public is how investors build a reputation and see more of the deal flow that actually fits. But every post that lands pulls in founders pitching regardless of stage or sector, because a founder raising has to reach out to everyone who might be a fit. Sorting a pre-seed SaaS pitch from something three stages or two sectors off, by hand, in your DMs, eats the time you'd rather spend with the deals actually in your lane.
The cost isn't just time. A founder who's genuinely a fit doesn't want to wait behind ten off-thesis pitches. If they don't get a clear answer on process and interest quickly, they take the round to the next investor whose DMs moved faster.
