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Investor research

Research on venture firms, angels, investment theses, portfolios, and investor fit.

Guide

How to Reach Peter Thiel and Founders Fund

A practical guide for founders on getting noticed by Peter Thiel and Founders Fund. Learn the right channels, draft a compelling intro, and avoid rookie

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Guide

AI Funding in 2026: Where the Money Is Going and What It Means

AI funding in 2026 is concentrating fast. See where capital is flowing and how to position your AI startup to attract investors and close your round.

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Guide

The 10 AI Startups Most Likely to Raise in January 2026

10 AI startups with public signals of imminent raises in January 2026. Analyze hiring, product releases, and investor signals. Thesis notes on each.

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Guide

The 15 VC Twitter Accounts Worth Following in 2026

The signal-dense VC accounts on X that matter in 2026. Real-time market insights, deal flow signals, and founder-investor thesis from top venture capitalists.

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Guide

2025 In Venture: 12 Stories That Actually Mattered

The year's defining venture stories: Anthropic's rise, Tiger's pullback, agentic AI, defense tech, and what founders need to know now.

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Guide

The 2026 Diversity Report on VC Partnerships

Explore 2026 VC diversity reporting trends, partnership composition across major firms, and what the data reveals about capital allocation and founder.

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Guide

The 2026 Pre-Seed Check Ladder, Explained

Map the pre-seed funding ladder by source: friends, angels, syndicates, micro-VCs. Timing, check sizes, and what each investor type expects in 2026.

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Guide

2026 Prediction Watch: Who Already Got It Wrong

Early-January audit of 2026 VC predictions. Which forecasts are already failing? Real data on AI funding, seed rounds, and founder expectations.

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Guide

The 2026 Predictions From 10 Top VCs (And Why Half Are Probably Wrong)

10 top VC predictions for 2026 on AI, climate tech, defense, and SaaS. Which calls will miss, and why founders should bet against the consensus.

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Guide

The 4 Agent Metrics That Replace Headcount in 2026 Pitches

Discover the 4 operational agent metrics investors now track instead of headcount. Learn token throughput, task completion rate, autonomy score, and.

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Guide

5 Founders Who Turned Down Sequoia in 2025, and What Happened Next

Five founders rejected Sequoia term sheets in 2025. Here's why they walked away and what their companies look like 6-12 months later.

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Guide

a16z vs Founders Fund: A Head-to-Head Portfolio Review, 2020-2025

Compare a16z and Founders Fund returns, portfolio construction, and investment pace 2020-2025. Data-driven analysis for founders choosing between top VC firms.

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Guide

The Accel 2026 Fund Doc Leak, Analyzed

Inside Accel's leaked 2026 fund documents: structural changes, LP economics, and what they reveal about late-stage venture capital strategy.

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Guide

Anthropic's Funding History, Visualized

Track Anthropic's journey from $124M Series A to $380B valuation. Annotated timeline of every funding round, investor shifts, and strategic inflection points.

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Guide

Benchmark's Two-Partner Model in the Agentic Era

Can Benchmark's lean two-partner model scale in 2024-2025 as AI accelerates deal pace? Portfolio evidence and fund economics explained.

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Guide

Bill Gurley's Latest Warning to Late-Stage Investors

Bill Gurley warns late-stage investors on discipline, valuation compression, and AI bubble risk. What founders need to know about market reset.

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Guide

The Bill Gurley Playbook: What He Got Right That Everyone Ignored

Decode Bill Gurley's two-decade VC playbook: pattern recognition, governance, market timing. What founders and investors missed.

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Guide

The Brian Chesky Angel Portfolio in Review

Analyze Brian Chesky's angel investments, portfolio performance, and investment patterns. Learn from Airbnb founder's early-stage funding strategy.

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Guide

Brian Singerman's Post-Founders Fund Era: What He's Betting On Now

Explore Brian Singerman's new fund GPx and investment strategy after leaving Founders Fund. What frontier tech bets define his next chapter.

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Guide

Claude 4.7 for Founders: 10 Workflows That Replace a Chief of Staff

10 Claude 4.7 workflows for founders: investor updates, board prep, cap tables, financial modeling. Replace a chief of staff with AI-powered automation.

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Guide

Coatue's Tech M&A Calls: A Track Record Review

Analyze Coatue's M&A predictions and tech investments. What their 2026 liquidity thesis reveals about startup exits and investor positioning.

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Guide

Why the Daniel Gross / Nat Friedman Split Matters for AI Seed

The Gross-Friedman separation reshapes AI seed investing. Here's what founders need to know about portfolio dynamics and funding strategy shifts.

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Guide

The Data-Room-Free Raise: Is It Possible in 2026?

Can founders skip data rooms in 2026? When streamlined fundraising works, and when it backfires. Real examples, mechanics, and investor expectations.

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Guide

How to Structure a Davos-Inspired Investor Dinner for Your Startup

Host a founder-led investor dinner without conference budget. Proven tactics for seating, timing, guest mix, and follow-up that close deals.

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