JOHN COWAN - Venture Capital 2.0

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…

Jun 24, 2025

JOHN COWAN

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.

Jun 20, 2025

JOHN COWAN

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…

Jun 19, 2025

JOHN COWAN

Venture Capital Cause of Death

paid – 6 min read

I turned a decade of venture capital data into a handy interactive chart to illustrate the moment the VC industry…

Jun 17, 2025

JOHN COWAN

Continuation Vehicles Dossier

paid – 9 min read

Complete Data and Research Blueprints Premium Subscriber Exclusive Edition

Jun 10, 2025

JOHN COWAN

Dog Shit Wrapped in Cat Shit: Continuation Vehicles and the Great Venture Capital Liquidity Illusion

members – 11 min read

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Jun 10, 2025

JOHN COWAN

Subtracting the Giants: How to Escape the Venture Capital Collapse

members – 8 min read

Remove mega-funds from VC data: $368B→$50B. That's an epic collapse hidden by Venture Banks. The good news? The exodus sparked a funding revolution—venture studios, revenue financing, corporate VC. The old guard killed VC. The vanguard doesn't need it.

Jun 6, 2025

JOHN COWAN

What Carta's Peter Walker Won't Say, But I Will

members – 5 min read

The Venture Model Isn't Broken Because Founders Raised Too Much—It's Broken Because 46% of Seed Rounds Are Now Bridge Rounds to Nowhere

Jun 4, 2025

JOHN COWAN

Bridge to Nowhere: How the Seed-Stage Loop Exposes Venture Capital’s Structural Crisis

members – 4 min read

Seed-stage startups are increasingly stuck in funding limbo, with record bridge rounds replacing Series A progression. This isn’t a founder failure—it’s part of the systemic breakdown in venture capital structure.

May 23, 2025

JOHN COWAN

Why I Left Canada — And Why I Still Believe It Can Lead

public – 4 min read

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My journey from National Party candidate to international founder, arguing that Canada’s brain drain is reversible with pragmatic, pro-builder policies—and that Canada has a rare 100-year opportunity to lead the next economic era.

Apr 25, 2025

JOHN COWAN

How Venture Studios Deliver What Corporate Investors and VCs Can’t

members – 9 min read

Discover why venture studios are emerging as the preferred innovation vehicle for corporates and institutional investors seeking alignment, speed, and ROI.

Apr 23, 2025

JOHN COWAN

A Live Dilution Model Every Software Founder Should Understand Before Fundraising

members – 4 min read

A founder prepares to raise venture capital—unaware that each round chips away at ownership, control, and future leverage. This case study breaks down a dilution model that reveals the hidden costs behind every funding milestone. Read before you raise.

Apr 7, 2025

JOHN COWAN