Breaking Down Goldman Sachs' Acquisition of Industry Ventures
There is blood on the streets, and Goldman just bought the mop company. Its deal to acquire Industry Ventures is an acknowledgment that the crisis is
Introducing The Portfolio Allocation Matrix - A Risk Modeling Framework for Venture Studios
From Deal Structure to Portfolio Strategy Most venture studios fail because they try to develop the wrong companies at the wrong time, or they try to
Capturing Dislocation Alpha: The Venture Studio Hedge Against the AI Bubble
The Contrarian Investment Thesis The AI venture capital bubble will inevitably unwind over the next several years, creating an unprecedented opportunity for value capture in the
Venture Studios and Family Offices: Breaking From Fund Economics to Unlock Capital
The Convergence of Studios and Family Offices For decades, venture capital has operated as a closed ecosystem between institutional Limited Partners (LPs) and the General Partners
The Great LP Exodus: Why Institutional Capital Is Fleeing Venture Capital
Research Dossier for Emerging Managers and Venture Studio Operators
Trump to Bail Out Failing Venture Capital Industry with America’s 401k Retirement Savings
President Trump is preparing to sign an executive order that would open $12.5 trillion in American 401(k) retirement savings to Silicon Valley venture capitalists—
Regulation Crowdfunding: Exploring a Democratic Foundation for Post-VC Innovation Finance
The Traditional Model's Current Challenges The venture capital industry faces significant structural challenges. As documented in comprehensive analyses of the post-2021 market dynamics,
Carta's Charts Don't Lie: The Series A Sprint Is a Cartel-Designed Death Trap
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
Mid-Year 2025 Venture Capital Forecast Update Six months into 2025, the venture capital landscape has evolved in ways that both validate and challenge our initial
Venture Capital Cause of Death
I turned a decade of venture capital data into a handy interactive chart to illustrate the moment the VC industry became terminally ill. The cause of
Continuation Vehicles Dossier
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