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JOHN COWAN

61 posts

The LP Distress Index
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The LP Distress Index

What Venture Capital's Continuation Fund Boom is Actually Measuring

Jun 14, 2026 15 min read JOHN COWAN
Liquidity, Stupid
Research

Liquidity, Stupid

What Kauffman saw in 2012 and the load-bearing element nearly every diagnosis still misses.

Jun 8, 2026 15 min read JOHN COWAN
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