THE CAPITAL THESIS : Bold Investors. Elevated Exchanges.
The Capital Thesis // A Monthly Event Series
THIS MONTH'S FOCUS: Build to Sell vs. Build to Last: The Exit Obsession Problem
The Thesis: The VC model's obsession with quick exits forces artificial timelines that destroy value. The best businesses are built to compound over decades, not to hit an arbitrary exit window.
Discussion Topics To Include:
Why businesses optimized for acquisition often sell for less
The rise of permanent capital and holding companies
Can you build a VC fund around longer hold periods?
Incentive misalignment: GP timelines vs. company building timelines
Case study: Companies that stayed private longer and won
Why now: Volatility impacting IPO markets, the rise of alternative capital, questioning traditional VC fund structure
What to Expect: This isn't a pitch event or boring mixer. It's a facilitated discussion designed to challenge assumptions, stress-test theses, and build relationships with investors who think independently.
6:00-6:30pm: Arrival, cocktails, apps
6:30-7:00pm: Facilitated fireside chat
7:00-8:00pm: Open discussion & networking
The Details: 📅 Thursday, January 22, 2026
⏰ 6:00-8:00pm
📍 San Francisco
🍷 Small bites & drinks provided
Limited to 20 investors. Invitation only.
Hosted by Tess Robinson, Managing Partner at FTB Capital.
Who This Is For: Investors (VCs, angels, family offices, fund managers) who are tired of echo chamber conversations and want to explore contrarian investment theses with intellectual rigor.
Who This Isn't For: Founders seeking funding, service providers, or anyone looking to pitch. This is an investor-only gathering focused on debate and conviction-building.
Questions? Want to become a partner?
Email info@herconnections
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HER Connections event is organized and operated solely by HER Connections.