Archive | Confluence.VC

📶 the case for (or against) emerging manager fund of funds

Mar 18, 2025

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10 min read

📶 the case for (or against) emerging manager fund of funds

Some thoughts around building a practice of investing into emerging managers, venture aesthetics of great fund websites, the solo founder movement, our latest memos and market maps

📶 SEC makes it easier to publicly market your fund

Mar 17, 2025

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9 min read

📶 SEC makes it easier to publicly market your fund

Some good news for emerging managers, original thoughts from Shaan Puri, YC founders are raising less, how to be antifragile in the age of AI

📶 Market map: Condensing the finance department

Mar 14, 2025

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3 min read

📶 Market map: Condensing the finance department

The companies building more efficient finance departments by creating more leverage for CFOs

📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

Mar 13, 2025

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11 min read

📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

What GPs look for from their LPs, making the case for venture investing vs. other asset classes, and some philosophy around reserves and follow-on investments

Mar 12, 2025

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6 min read

📶 the new search arena

Companies are winning (and optimizing) traffic from AI search, the job title paradigm shift, and why DeepSeek hasn't raised yet