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Capitaly insights

Fundraising

Practical guides to planning a raise, preparing materials, managing diligence, and closing capital.

Guide

Series A Benchmarks in Late 2025: Real Numbers From 40 Rounds

Real Series A data from 40 recent rounds: median round size, revenue multiples, valuation ranges, and what founders need to hit to raise in late 2025.

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Guide

Why Slack's Acquisition Still Shapes 2026 SaaS Fundraising

How Salesforce's $27.7B Slack deal continues to influence SaaS valuations, exit expectations, and founder fundraising strategy in 2026.

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Guide

Stripe's $100B Secondary: What It Means for Late-Stage Comps

Stripe's secondary pricing signals a $100B valuation. Here's what it means for late-stage startup valuations, comps, and fundraising strategy in 2025.

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Guide

Stripe's 2026 Valuation and What It Says About Fintech Comps

Stripe hits $91.5B in 2026. Here's why its valuation resets fintech benchmarks and what it means for founders raising Series A through C rounds.

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Guide

Sunday Data: The Vertical AI Comp Sheet for Feb 2026

February 2026 vertical AI valuation multiples, ARR benchmarks, and funding data for founders and investors. Real comp sheet with 15+ named companies.

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Guide

Sunday Pick: The Single Best Term Sheet Library on the Web

The definitive guide to the web's best annotated term sheet libraries. Find templates, understand key terms, and negotiate like a pro.

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Guide

Sunday Read: 12 Founder Memoirs Worth Your January

12 founder memoirs to read in January. Real lessons from Phil Knight, Sam Altman, Reid Hoffman, and more. Insights on fundraising, scaling, and startup life.

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Guide

Tax Implications of Secondary Sales: The Founder Cheat Sheet

Essential tax checklist for founders selling equity before exit. QSBS, capital gains, holding periods, and counsel questions explained.

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Guide

Thanksgiving Reading: 12 Venture Essays Worth Revisiting

Essential venture essays every founder and investor should read before 2026. Timeless insights on fundraising, cap tables, valuations, and startup strategy.

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Guide

Sunday Feature: The LP Quietly Backing Half the AI Seed Funds

Discover which LP is behind a massive share of AI seed funds. Inside the capital strategy reshaping venture capital in 2024-2025.

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Guide

Tiger Global's 2026 Comeback: Real or Narrative?

Is Tiger Global's return to growth-stage AI deals real? We break down LP evidence, term sheet shifts, and what founders should expect.

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Guide

Valuation Reality Check: How to Know If Your Ask Is Insane (or a Bargain)

Master startup valuation methods, benchmarks by stage, and negotiation tactics. Learn if your ask is defensible or delusional with real numbers.

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Guide

Vinod Khosla's Bets on Industrial AI: A Five-Year Review

Analyze Khosla Ventures' industrial AI portfolio outcomes over five years. Real data, patterns, and lessons for seed-stage founders raising capital in.

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Guide

The Weekly Agentic Startup Brief: What's Raising and Why

Track this week's agentic AI startup funding rounds. Real deals, real valuations, real thesis commentary on autonomous agents reshaping enterprise.

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Guide

What Changed in the 409A Market From 2022 to 2025

How 409A valuations shifted post-ZIRP: rising rates, down rounds, and what founders need to know about option pricing and equity strategy in 2025.

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Guide

Sunday Deep-Dive: Why Benchmark Still Only Makes 6 Bets a Year

Why Benchmark Capital limits itself to ~6 investments annually. Explore their concentrated strategy, equal partnership model, and what it means for founders.

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Guide

Why 'Dilution Anxiety' Hurts Pre-Seed Founders Most

How fear of equity dilution at pre-seed leads founders to raise too little, stalling growth and weakening Series A outcomes. Real numbers inside.

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Guide

Why Every Founder Should Understand LPs Before Pitching

Learn how LPs shape VC strategy and funding decisions. Understand limited partners to pick better investors and craft pitches that resonate with fund.

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Guide

Why LPs Are Pushing Funds to Cut Reserves in 2026

LPs demand tighter reserves and faster deployment. Explore the shift in LP expectations, fund strategy, and what it means for founders raising capital in 2026.

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Guide

Why OpenAI's Board Structure Is a Template Some Founders Should Avoid

OpenAI's governance model reveals critical board structure flaws. Learn what founders should avoid when building their cap table and board composition.

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Guide

Y Combinator's First AI-Only Batch: Data From 120 Companies

Analyze YC's AI-only batch: check sizes, valuations, ACV, revenue growth, and lessons for 2026 applicants. Real data on the future of startup fundraising.

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Fundraising

What Shruti Gandhi Looks For in AI and Data Infrastructure Founders (With Examples)

Learn exactly what Shruti Gandhi looks for in AI and data infrastructure founders, with insider tips, unique examples, and Capitaly.vc’s alternative approach.

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Fundraising

Due Diligence Checklist for Shruti Gandhi: Docs, KPIs, and Demo Flow She’ll Expect

Prepare for Shruti Gandhi due diligence with this practical checklist covering documents, KPIs, demo flow, data room tips, SOC 2, and more. Get seed-ready.

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Fundraising

Who Is Nichole Wischoff? Background, Investment Thesis, and Founder Fit (Capitaly.vc Alternative Guide)

Learn who Nichole Wischoff is, her background, investment thesis, and founder fit approach. Discover why Wischoff Ventures is a top Capitaly.vc alternative.

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