DocuSign 早期投资人：pre-seed 只看一点——像 feature 还是可以成为平台
MartinGTobias · x · 2026-11-05
Serial entrepreneur Martin Tobias shares his core pre-seed test: find things that look like a feature but could become a platform.
He cites DocuSign: digital signatures were illegal in most states, investors saw phone signing as a feature, not a company — the old way was print, sign, scan, fax. Huge friction, counterintuitive path, but a massive business if you got through.
He argues the question matters even more now: if you're just a feature, someone copies you or the model replaces you; turn the feature into a platform and you're the one that can't be replaced.
「创投」频道最新
- Isomorphic Labs 洽谈融资约 50 亿美元，估值达 500 亿 — rohanpaul_ai · 2026-11-05
- YC 支持的 OpenLakeHQ 发布：开源模型接入数据后持续训练托管 — ycombinator · 2026-11-05
- AI 算力生意暗藏 WeWork 式风险:长债短收的结构性错配 — bookwormengr · 2026-11-05
- 有人向 VC 推销「初创投资的 Robinhood」，殊不知那就是 AngelList — MartinGTobias · 2026-11-05
- VC 一个月收 2718 份 BP：融资信要在第一句讲清 traction — MartinGTobias · 2026-11-05
- 融资 2000 万到 1 亿美元的 SaaS 一代,正被 AI 原生小团队击穿 — prasanna_says · 2026-11-05