A collection of 15 posts
Globalized, borderless innovation and investment will rise from the rubble, helping to transform the startup funding landscape for the next wave
We may be well into the 2030's before the venture asset class returns
The professionalization of venture capital will be forged in public offerings, and Bill Ackman reveals how it can be done
A detailed examination of Sequoia's Evergreen Fund reveals the future of venture capital
The future of venture funds is Evergreen. Coupled with the venture studio business model, a new paradigm awaits
A new model is emerging to take the place of the failing unicorn investment thesis. Welcome to the Venture Studio era.
VCs use irrational public comparables to inflate portfolio valuations that justify more and bigger funds predicated on irrational investing in AI companies.
The wealth created following the advent of the smartphone gives us a blueprint for investing in the Era of Autonomy.
How to create better returns more consistently for startup investors
A case study from my initial experience pricing Safer investment transactions for early stage companies
Founders will give up more than 80% of their company over four rounds of venture investment. Venture Capital firms use a suite of finely-tuned instruments to manifest this excessive equity dilution.
Venture Capital is controlled by a handful of firms - the Power Law Cartel - and the failure of their Unicorn investment strategy exposes both problems and opportunities for the industry.