Latest insights
Sharp, fast-moving commentary on capital markets, venture, and the founders moving them.
How Patrick Collison Backs Founders Quietly at Scale
Inside Patrick Collison's angel portfolio strategy: How Stripe's CEO backs founders quietly, the operator-founder relationship model, and what makes his.
How Ramp Hit $300M ARR Without Changing Its Pitch
Ramp's five-year pitch stayed consistent while ARR exploded to $300M. Here's what founders can learn about narrative discipline and scaling.
How to Build an AI Agent Demo That Closes VCs in 3 Minutes
Master the 3-minute AI agent demo that wins VC funding. Scripts, live examples, and common pitfalls every founder needs to know.
How to Build a Fundraising Narrative When You Have 3 Months of Data
Learn how early-stage founders craft compelling fundraising narratives with minimal traction. Use market signals, retention data, and founder-investor fit.
How to Pitch Khosla as a Deep-Tech Founder
Master pitching Khosla Ventures as a deep-tech founder. Learn thesis alignment, deck structure, storytelling, and insider tactics from Khosla's portfolio.
How to Read a Capital Call Notice, and Why Founders Should Care
Understand capital call mechanics from the LP side. Learn why founders benefit from knowing how investors fund their commitments and manage cash flow.
How to Read a Pitchbook Report Like a Working Founder
Master PitchBook reports in minutes. Extract the 3 critical data points every founder needs to know about market trends, competitor funding, and valuation.
How to Structure Your First Fund: A Playbook From 3 Emerging GPs
Learn how to structure your first VC fund from 3 emerging managers who closed Fund I in 2024-2025. Legal entities, economics, LPs, and operations.
Inside a 2025 Series B Term Sheet Negotiation
Reconstruct a real 2025 Series B term sheet negotiation clause-by-clause. Learn valuation, preferences, board control, and founder tradeoffs.
Insight Partners's 2026 SaaS Predictions, Evaluated
Deep dive into Insight Partners's 2026 SaaS predictions: AI acceleration, agentic software, and enterprise transformation. Quarterly scorecard analysis.
Institutional VCs vs. Emerging Managers: Which Partners Actually Move Fast on Your Round?
Institutional VCs vs. Emerging Managers: which move faster on funding rounds? Real timelines, decision-making differences, and which structure suits your stage.
Why Your Investor Update Should Lead With a Single Number
Learn why leading investor updates with one north-star metric cuts through noise, builds trust, and keeps your cap table aligned. Real examples inside.
January 2026 in Review: Deals, Drama, and Data
January 2026 startup funding roundup: deal volume, valuations, sector trends, and market drama affecting founders and investors raising capital.
Jason Calacanis's LAUNCH Fund: How It Actually Evaluates AI Founders in 2026
Inside LAUNCH Fund's AI founder evaluation process, check cadence, and application patterns. Real insights on what breaks through the noise in 2026.
Keith Rabois's Pattern: Founder Archetypes He Passes On
Decode Keith Rabois's investment thesis: which founder archetypes consistently get his pass and why. Real patterns from PayPal, Square, and Founders Fund.
Lightspeed's Shift to Agent-First Investing: Inside the Thesis
Explore Lightspeed Venture Partners' agent-first thesis and what it means for founders raising capital in 2026. Real examples, strategic implications.
The LinkedIn DM Playbook for Fundraising in 2026
Master cold LinkedIn DMs for fundraising in 2026. Templates, subject lines, and tactics that actually get first meetings with investors.
How to Use Loom + Claude 4.7 to Auto-Generate Investor Updates
Learn how to combine Loom video recordings with Claude 4.7 to automatically generate professional investor updates. Save time, stay consistent, and keep.
March Madness: The 16 AI Startups Most Likely to Raise This Quarter
16 AI startups ranked by raise probability this quarter. Real thesis, funding momentum, and investor appetite analysis for founders and VCs tracking the market.
MFN Clauses Are Getting Weirder: The New SAFE Note Conversation
How MFN clauses evolved in 2025 and what founders should accept or push back on in 2026 pre-seed rounds. Real examples inside.
Michael Moritz's New Role and What It Signals
Michael Moritz's exit from Sequoia and pivot to heritage, media, and board positions signals a major shift in how legendary VCs reshape their influence.
The Mike Vernal Playbook: How Sequoia Writes Early-Stage Growth Checks
Inside Mike Vernal's early-stage growth investing approach at Sequoia: signal patterns, evaluation criteria, and why founders should understand his playbook.
Naval's 2026 Advice for First-Time Founders
Naval Ravikant's 2026 guidance for first-time founders: build specific knowledge, raise capital strategically, and focus on product-market fit.
New Year, New Thesis: How 2026 Venture Differs From 2025
Explore structural shifts in venture capital between 2025 and 2026: LP sentiment, deal structures, sector allocation, and what founders need to know.