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JOHN COWAN

50 posts
Continuation Vehicles Dossier
Research

Continuation Vehicles Dossier

paid – 9 min read
Complete Data and Research Blueprints Premium Subscriber Exclusive Edition
Jun 10, 2025
JOHN COWAN JOHN COWAN
Dog Shit Wrapped in Cat Shit: Continuation Vehicles and the Great Venture Capital Liquidity Illusion
Venture Capital

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

members – 11 min read
…
Jun 10, 2025
JOHN COWAN JOHN COWAN
Subtracting the Giants: How to Escape the Venture Capital Collapse
Macro Trends Research

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 JOHN COWAN
What Carta's Peter Walker Won't Say, But I Will
Founders Venture Capital

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

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 JOHN COWAN
Why I Left Canada — And Why I Still Believe It Can Lead
OpED

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

public – 4 min read
–
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 JOHN COWAN
How Venture Studios Deliver What Corporate Investors and VCs Can’t
Venture Studio Venture Capital

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 JOHN COWAN
A Live Dilution Model Every Software Founder Should Understand Before Fundraising
Founders

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 JOHN COWAN
Assessing Startup Stock Allocation
Venture Studio Founders

Assessing Startup Stock Allocation

members – 5 min read
Startup equity allocation is one of the most consequential decisions founders face. This article introduces a simple spreadsheet tool for founders and venture studio operators to help navigate a tricky subject.
Mar 23, 2025
JOHN COWAN JOHN COWAN
Beyond Accounting: Why Venture Studios Must Separate Financial Oversight from Investment Strategy
Venture Studio

Beyond Accounting: Why Venture Studios Must Separate Financial Oversight from Investment Strategy

members – 6 min read
This article highlights the importance of independent CFO oversight in venture studios to prevent conflicts of interest and proposes a governance framework for Venture Studio Operators
Mar 17, 2025
JOHN COWAN JOHN COWAN
Broligarchy Endgame: Total Monopoly Through Government-Backed Intelligent Infrastructure
Venture Capital Macro Trends

Broligarchy Endgame: Total Monopoly Through Government-Backed Intelligent Infrastructure

public – 3 min read
–
This multi-part essay explores Silicon Valley’s meteoric rise in influence over public infrastructure, the monopolization of autonomous systems, and what can be done to prevent a new era of digital feudalism in the wake of the current regime’s ambition to run America like a private corporation.
Mar 5, 2025
JOHN COWAN JOHN COWAN
2025 Strategic Framework for Venture Studios - Part I: Venture Reciprocity Re-revisited
Venture Studio

2025 Strategic Framework for Venture Studios - Part I: Venture Reciprocity Re-revisited

members – 8 min read
Welcome to the 2025 Venture Studio Framework. Part I further elaborates on Venture Reciprocity, addressing why traditional models fail. Part II outlines optimal governance and multi-state operations. Part III unveils revenue-based financing as the key to sustainable growth.
Jan 28, 2025
JOHN COWAN JOHN COWAN
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