Investor research
Research on venture firms, angels, investment theses, portfolios, and investor fit.
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.
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.
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.
Perplexity's Fundraising Timeline, Reverse-Engineered
How Perplexity raised $9B across five rounds in 18 months. Investor breakdown, valuation jumps, and the storytelling arc that kept momentum climbing.
How to Pitch an AI-Meets-Healthcare Startup Without Falling Into Hype
Master the art of pitching AI healthcare startups credibly. Learn to cut through hype, prove unit economics, and win investor trust with real data.
Pitch Deck Teardown: What Top Seed-Stage Decks Get Right (and Wrong)
Analyze effective vs. ineffective seed-stage pitch decks with annotated examples, design lessons, and narrative frameworks investors actually respond to.
Pre-Seed Round Structures: Priced Equity vs SAFE, Revisited for 2026
Compare priced equity and SAFE structures for pre-seed fundraising in 2026. Real examples, dilution math, and founder-investor tradeoffs explained.
Q1 2026 Venture Market Report: The Deals, Dollars, and Directions
Q1 2026 broke VC records with $267B, $300B invested globally. AI captured 80% of dollars. What it means for founders and investors in Q2.
Sunday Case Study: Ramp's Latest Funding Round Decoded
Deep dive into Ramp's Series E funding: structure, investors, valuation mechanics, and key takeaways for fintech founders raising capital.
The Rise of Fund-of-One: Solo GP Economics Explained
Why solo GPs dominate 2025 venture. Explore fund economics, management fees, carry splits, and why founders prefer Fund-of-Ones over traditional partnerships.
Sequoia Capital's 2026 Fund Construction: What Has Changed
Sequoia Capital restructures its 2026 funds with new early-stage vehicles, token-focused sub-funds, and strategic positioning. What it signals about.
Sequoia's First European AI Investment in 2026, Tracked
Sequoia's $1B Ineffable Intelligence round marks a watershed moment for European AI. What it signals about deal pace, valuations, and founder-investor fit.
Small Funds With Big Returns: The 2025 Emerging Manager Report
2025 data shows emerging venture funds outperforming institutional benchmarks. Inside the strategy, returns, and Fund I structures winning with founders.
How to Structure an Employee Secondary Without Angering Investors
Master employee secondaries: avoid investor friction with transparent pricing, clean mechanics, and strategic timing. Real examples included.
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.
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.
The Case For the $100M Seed Round: A Rebuttal
Why mega-seed rounds of $100M+ are rational in the AI era. A data-driven rebuttal to conventional VC wisdom on seed sizing.
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.
The Ultimate Guide to Running a Secondary Tender as a Founder
Master secondary tenders: tax structuring, investor communication, employee eligibility, and timing. Real examples and step-by-step playbook for founders.
The VCs Who Went Silent in January, and What It Means
Why top VCs slowed deal pace in January 2026 and what it signals for portfolio companies, founders, and the venture market ahead.
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.
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.