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📶 the death of the 10-year life cycle

Nov 22, 2024

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7 min read

📶 the death of the 10-year life cycle

Extended exits are forcing funds to rethink the fund life cycle, the state of secondaries markets, a deep dive on Thrive Capital, and why the best information is the hardest to find

📶 AngelList is eating the VC tech stack

Nov 21, 2024

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6 min read

📶 AngelList is eating the VC tech stack

AngelList Q3 product updates gives hints at their master plan, 93 non-obvious things about VC, Bling Capital raises another big fund, Oura hits a $5b valuation

📶 the perfect storm for venture debt

Nov 20, 2024

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7 min read

📶 the perfect storm for venture debt

Why venture debt markets are on fire, thoughts on outcome-based pricing, how to win on TikTok, and the circle of life for EBITDA multiples

📶 where proptech VCs are placing bets

Nov 19, 2024

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7 min read

📶 where proptech VCs are placing bets

Opportunity areas for the future of real estate, different levels of being a salesman, and how to use liquor sales to spot alpha

📶 new fund math

Nov 15, 2024

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8 min read

📶 new fund math

New fund math breakdown, what great founders do according to Sam Altman, a megathread on three years of running a business, and Klarna is going public

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