Featured posts
The Economic War Peter Thiel Doesn't Talk About (and Probably Doesn't Want to)
public
–
9 min read
–
Misdiagnosis or Misdirection?
Peter Thiel is right that we're in an economic war, but wrong about who'…
Breaking Down Goldman Sachs' Acquisition of Industry Ventures
members
–
10 min read
There is blood on the streets, and Goldman just bought the mop company.
Its deal to acquire Industry Ventures is…
Introducing The Portfolio Allocation Matrix - A Risk Modeling Framework for Venture Studios
paid
–
7 min read
From Deal Structure to Portfolio Strategy
Most venture studios fail because they try to develop the wrong companies at the…
Capturing Dislocation Alpha: The Venture Studio Hedge Against the AI Bubble
tiers
–
8 min read
The Contrarian Investment Thesis
The AI venture capital bubble will inevitably unwind over the next several years, creating an unprecedented…
Venture Studios and Family Offices: Breaking From Fund Economics to Unlock Capital
members
–
9 min read
The Convergence of Studios and Family Offices
For decades, venture capital has operated as a closed ecosystem between institutional Limited…
The Great LP Exodus: Why Institutional Capital Is Fleeing Venture Capital
paid
–
17 min read
Research Dossier for Emerging Managers and Venture Studio Operators
Trump to Bail Out Failing Venture Capital Industry with America’s 401k Retirement Savings
members
–
17 min read
President Trump is preparing to sign an executive order that would open $12.5 trillion in American 401(k) retirement…
Regulation Crowdfunding: Exploring a Democratic Foundation for Post-VC Innovation Finance
members
–
8 min read
The Traditional Model's Current Challenges
The venture capital industry faces significant structural challenges. As documented in comprehensive analyses…
Carta's Charts Don't Lie: The Series A Sprint Is a Cartel-Designed Death Trap
members
–
6 min read
Peter Walker's latest Carta data reveals a brutal truth: if your startup hasn't raised Series A within 24 months of seed funding, you're essentially dead.
2025 VC Forecast Mid-Year Update: The Accelerating Collapse and the $30 Billion Opportunity
members
–
5 min read
Mid-Year 2025 Venture Capital Forecast Update
Six months into 2025, the venture capital landscape has evolved in ways that both…
Explore topics
Authors