Research
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
Research
2026 Venture Capital Industry Forecast
Everything you need to know about the VC industry for 2026
Venture Capital
The Great LP Exodus: Why Institutional Capital Is Fleeing Venture Capital
Research Dossier for Emerging Managers and Venture Studio Operators
Research
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
Research
Continuation Vehicles Dossier
Complete Data and Research Blueprints
Premium Subscriber Exclusive Edition
Macro Trends
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.
Research
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.
Venture Capital
The Unicorn Hangover: A Decade of Reckoning Looms for Venture Capital
We may be well into the 2030's before the venture asset class returns