JOHN COWAN - Venture Capital 2.0 (Page 3)

2025 Venture Capital Industry Forecast

public – 6 min read

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In 2024, capital concentration among dominant VC firms reached unprecedented levels. As inefficiencies widen, 2025 will mark a recalibration of early-stage investing, with venture studios emerging as a sustainable model to fill funding gaps and challenge the Power Law Cartel.

Dec 28, 2024

JOHN COWAN

Alternative Financing Strategies for Venture Studio Managers: Analyzing Safer Returns

paid – 7 min read

Venture studios face challenges with traditional VC models tied to long-term illiquidity and Power Law returns. This analysis explores the potential of the Safer model—a revenue-based financing approach

Dec 1, 2024

JOHN COWAN

Analysis: Wefunder's New Hybrid Investment Instrument

members – 14 min read

Subscribe now to learn about Wefunder’s new SAFE+Revenue Loan and explore how it could impact startup financing and which tech segments are best suited to take advantage of it.

Nov 23, 2024

JOHN COWAN

Geographic Alpha: Using Spatial Arbitrage to Optimize Venture Studio Strategy

members – 19 min read

This research introduces the Spatial Arbitrage™️ framework, a quantitative methodology for evaluating markets based on talent mobility and growth potential. Subscribe to access the full analysis, including rankings, scoring methodology, implementation framework, and LP evaluation guidelines.

Nov 19, 2024

JOHN COWAN

A Constructive Critique of Time Dislocation Theory in Venture Capital

members – 12 min read

This isn't a cyclical downturn to be waited out - mounting evidence suggests we're witnessing the death of a funding model that can no longer sustain its own mathematics, creating space for new approaches better adapted to funding next-generation innovation.

Nov 12, 2024

JOHN COWAN

Lipstick on a Unicorn: Continuation Funds and the Art of VC Self-Deception

members – 4 min read

The venture capital industry’s gravitation to continuation funds masks deeper structural issues and points to an industry clinging to life, not re-invention.

Oct 18, 2024

JOHN COWAN