Investor research
Research on venture firms, angels, investment theses, portfolios, and investor fit.
December 2025 Fundraising State of the Nation
December 2025 fundraising data: deal volume, valuations, and market trends. Real numbers on capital raising for founders and investors.
Doug Leone's Retirement and Sequoia's Next Chapter
Doug Leone steps back from Sequoia Capital. What his departure means for deal flow, partner structure, and the future of one of VC's most storied firms.
The Elad Gil Playbook: How One Operator-Investor Got Anthropic, Perplexity, and Figma Right
How Elad Gil spotted Anthropic, Perplexity, and Figma before consensus. His decision framework, operator mindset, and what founders can learn.
Every Active AI Seed Fund, Ranked by Portfolio Density
Comprehensive ranking of active AI seed funds in late 2025 with check sizes, thesis summaries, and portfolio density scores for founders.
February 2026 in Review: The Month's Most Important Deals
Deep dive into February 2026's biggest venture deals. Analyze funding rounds, investor thesis shifts, and what founders should learn from this month's.
Felicis, Founders Fund, and the Art of the Secondary Sweep
How top VC firms like Felicis and Founders Fund use secondary sweeps to maximize returns. Real examples, mechanics, and strategy.
Five VC Thesis Documents Every Seed Founder Should Read
Study these five public VC thesis documents before pitching. Learn what top funds actually look for in seed investments and align your pitch.
Founder Diligence in 30 Minutes: A Claude 4.7 Workflow for Vetting VCs
Use Claude 4.7 to research VC portfolio behavior, exits, and board reputation in 30 minutes before your first meeting. Practical workflow included.
The Friday Term Sheet Drill: Red-Line This in 10 Minutes
Master term sheet red-lining in 10 minutes. Learn which clauses matter most, negotiation priorities, and real-world examples for founders closing VC deals.
How General Catalyst's Health Bets Outperformed Everyone Else
Why General Catalyst's $750M healthcare fund strategy crushed returns. Inside their operating model, portfolio picks, and what founders should learn.
The Greycroft Portfolio Update: What It Reveals About 2026 Thesis Shifts
Analyze Greycroft's latest portfolio moves and what they signal about venture capital thesis shifts for 2026. Deep dive into their strategy.
The Greylock-Andreessen Rivalry in AI, 2020-2026
Deep dive into Greylock vs a16z AI portfolios 2020-2026. Compare strategy, returns, and which fund bet right on foundation models vs. applications.
How Figma Rebuilt Its Brand After the Adobe Deal
How Figma recovered from the failed Adobe acquisition. Key lessons for founders navigating M&A setbacks and rebuilding investor confidence.
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 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 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.
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.
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.