Archive | Confluence.VC

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Mar 11, 2025

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5 min read

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Healthcare vs. SaaS investing, getting to conviction quickly, and filling a gap in the funding market

Mar 10, 2025

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6 min read

📶 what's happening with endowments?

Why endowments are facing pressure, why you shouldn't back anything without an MVP, and a list of AI agents to build right now

Mar 7, 2025

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8 min read

📶 where the puck is going

Following advice from one of the smartest investors I know, Foundation raises a massive new fund, and why choice is an illusion

📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

Mar 6, 2025

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7 min read

📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

Non-traditional paths to become a GP, secondary effects of AI co-pilots, hiring the unhireable, and why you can't take a one-size-fits-all approach to GTM strategy

Mar 5, 2025

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8 min read

📶 what's going to happen to SaaS

How the underlying dynamics of SaaS are changing, the future belongs to the obsessed, Ramp’s growth, visuals for vibe coding