Short, structured notes from the IC Investments team on the practices that shape how we select and build ventures.
A structured view on the operational signals we weight most heavily — and the ones that consistently mislead.
A field view of where industrial software actually compounds value for operators — and where it does not.
A clarification of how we think about venture development — and how it differs from the model of an accelerator.
Pedigree is a noisy signal in venture diligence. A field-tested framework for separating it from genuine readiness.
A reading guide for early traction: what we look for when ARR is too small to be statistically meaningful.
A pragmatic walkthrough of what happens after a venture is selected — and what we expect of the founding team.
A note on operating discipline in climate tech — a category that often forgives what others do not.