Take a Walk on the Boardwalk: Venture Secondaries Explained
Follow the money to find out who will hold venture capital's empty bucket.
Topic dossier
Research
Essays, research notes, and operating frameworks filed under Research.
The LP Distress Index
What Venture Capital's Continuation Fund Boom is Actually Measuring
Liquidity, Stupid
What Kauffman saw in 2012 and the load-bearing element nearly every diagnosis still misses.
Coalition Investing and the Case for Venture Capital Without a Fund Manager
Your Most Valuable Asset Is Being Walled Off by the Fund You Invested In
2026 Venture Capital Industry Forecast
Everything you need to know about the VC industry for 2026
The Great LP Exodus: Why Institutional Capital Is Fleeing Venture Capital
Research Dossier for Emerging Managers and Venture Studio Operators
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
Complete Data and Research Blueprints Premium Subscriber Exclusive Edition
Subtracting the Giants: How to Escape the Venture Capital Collapse
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
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
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
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.