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Why Not Every Good Business Is a Good Investment - Alexey Bulygin (Verb Ventures)

Not every good business is a good investment — and for venture capital, the gap between the two can cost billions. Alexey Bulygin of Verb Ventures explains why intellectual honesty from founders matters more than polished pitch decks, and why his fund focuses on the unsexy, archaic backbone of global trade: a $33 trillion market still running on fax machines, Excel spreadsheets, and paper documents transported in buckets.

Verb Ventures invests in digital platforms that help businesses source, transact, move, and settle B2B trade deals. The thesis is simple: roughly five trillion dollars in…

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