Latest insights
Sharp, fast-moving commentary on capital markets, venture, and the founders moving them.
Balaji Srinivasan's Theses and the Bets He Backs
A step-by-step guide to the network state thesis, crypto convictions, and frontier tech bets Balaji Srinivasan makes. Apply his framework to your own startup
Mike Cannon-Brookes: How the Atlassian Founder Backs Climate and Tech
Mike Cannon-Brookes turned an Atlassian fortune into a climate crusade, using Grok Ventures, activist stakes, and moonshot tech. Here's a step-by-step
Patrick and John Collison: How the Stripe Founders Invest
A step-by-step guide for founders on how the Collison brothers invest, what they look for, and how to get their attention. Learn to pitch like a Stripe insider
Sam Altman's Investment Portfolio Beyond OpenAI
Explore Sam Altman's investment portfolio beyond OpenAI: his angel bets, YC presidency tactics, and recurring themes. A step-by-step guide for founders to
How to Cold Email a Deep Tech Investor at Lux or DCVC
A step-by-step guide to cold emailing hard-to-reach deep tech investors at Lux Capital and DCVC. Learn how to research the fund, craft a subject line that gets
Alex Hormozi's Investment Portfolio: How Acquisition.com Deploys Capital
A step-by-step breakdown of Alex Hormozi's investment strategy at Acquisition.com. Learn what he looks for, how the firm acquires and invests, and the criteria
Menlo Ventures and the Anthology AI Fund
A step-by-step playbook for AI founders to target the Menlo Ventures Anthology Fund, backed by Anthropic. Learn how to align your startup, craft a winning
The Emerging Manager Boom: What New Funds Mean for Founders
The emerging manager boom is reshaping venture. This step-by-step guide shows founders how to find, qualify, and close capital from new funds, without stalling
Naval Ravikant: How the AngelList Founder Invests
A step-by-step breakdown of Naval Ravikant's angel investing playbook: productized deals, founder obsession, and how to run your fundraise or syndicate with
How Elon Musk Builds Capital-Intensive Companies
Learn how Elon Musk finances capital-intensive ventures like SpaceX and Tesla using first-principles planning, milestone-driven fundraising, and relentless
Brad Gerstner and the Altimeter Crossover Playbook
A step-by-step guide to Brad Gerstner's crossover investing framework. Learn how Altimeter bridges public and private tech, and how founders and investors can
Ribbit Capital: The Fintech-Only Fund
Step-by-step guide for fintech founders: understand Ribbit Capital’s fintech-only thesis, align your startup, and run a disciplined raise with Capitaly’s
How to Decide How Much to Raise
A tactical guide for founders sizing their next round. Learn to set a raise target based on milestones, burn, runway, dilution, and investor expectations.
Lux Capital: Funding the Frontier
Learn how frontier VCs like Lux Capital fund deep tech from Anduril to Hugging Face, and how founders can build a bulletproof process. Step-by-step guide for
Claude and Capitaly for Solo Founders Raising Their First Round
A step-by-step guide for solo founders to run a tight first round using Claude for research and drafting, plus Capitaly's AI-native platform for pipeline, deal
How to Cold Email a Partner at Sequoia
A step-by-step guide to getting a reply from a Sequoia partner with a cold email. Learn the research, personalization, and structure that turns a cold
SpaceX, Anduril, and the Rise of Defense Tech Funding
Defense tech funding hits record highs. Learn how founders can tap into the surge with a step-by-step guide to raising capital, from investor mapping to
How to Reach Shaan Puri and Sam Parr
A practical, step-by-step guide to reaching My First Million hosts Shaan Puri and Sam Parr without sounding like every other founder. Tactics, channels, and
Using Claude to Research a Fund Before You Pitch
Map a VC fund's real thesis using Claude. Stop pitching cold and start pitching with evidence-backed conviction, research deal history, partner patterns, and LP
Thrive Capital: The Concentrated Bet Strategy
A step-by-step guide to making concentrated bets in venture capital, using Thrive Capital's playbook from Stripe to OpenAI. Learn how conviction, asymmetric
How VCs Use Claude Cowork to Manage Deal Flow
VCs drowning in inbound? This step-by-step guide shows how Claude Cowork agents triage deal flow, auto-generate notes, and keep your pipeline moving. Learn the
How to Cold Email Alex Hormozi
A step-by-step guide to cold emailing Alex Hormozi so your startup gets seen. Learn the exact strategy, email templates, compliance tips, and outreach tools
A Day in the Life: Raising With Claude as Your Coworker
Walk through a founder's fundraising day with Claude as your AI coworker. Stop drowning in scattered threads and cold pipelines, learn concrete tactics to
How to Reach Josh Kushner at Thrive Capital
Learn a practical, step-by-step approach to getting in front of Thrive Capital's Josh Kushner. From building a targeted list and crafting AI-powered outreach