Seed rounds are options: Menlo's playbook behind its Anthropic bet
FinanceYF5 · x · 2026-10-06
Part of a thread dissecting Menlo Ventures' investing playbook: seed rounds are essentially options — small bets to find outliers, not heavy positions. VCs need enough shots on goal and should size up only once revenue metrics prove a winner. Context: Menlo backed Anthropic at a $4B valuation and followed with Lovable, Higgsfield, and Legora.
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