Venture Capital Cause of Death
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6 min read
I turned a decade of venture capital data into a handy interactive chart to illustrate the moment the VC industry…
Continuation Vehicles Dossier
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9 min read
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Subtracting the Giants: How to Escape the Venture Capital Collapse
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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.
2025 Venture Capital Industry Forecast
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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.
Alternative Financing Strategies for Venture Studio Managers: Analyzing Safer Returns
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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
Analysis: Wefunder's New Hybrid Investment Instrument
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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.
Geographic Alpha: Using Spatial Arbitrage to Optimize Venture Studio Strategy
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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.
The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital
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9 min read
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We may be well into the 2030's before the venture asset class returns