Recent Posts
Social•Nov 25, 2025
Venture Opportunities Are Bigger Than Ever, Despite Competition
Check out the full early-stage analysis in my LinkedIn article here + convo w @kirstenagreen (@ForerunnerVC) on how despite the competition, the opportunity in venture has never been greater. https://t.co/X5nmVC8dQU
By Beezer Clarkson
Social•Nov 25, 2025
Megas Dominate Series A Deals over $20M
Series A: Most priced A rounds cluster around $20M. Below this, dedicated A funds lead the majority of rounds. ~40% of priced A rounds land in the $20M+ bucket & this is where the megas come flooding, leading or co-leading more...
By Beezer Clarkson
Social•Nov 25, 2025
Mega-Funds Dominate Rare $20M+ Seed Rounds
New data on Seed & Series A: how many deals are getting done & at what check size👇 Seed: ~90% of priced Seed rounds are $20M: Though just a tiny fraction of the mkt, 70% of priced Seed rounds include mega-fund lead...
By Beezer Clarkson
Social•Nov 20, 2025
A16z Leads, Top Four Funds Dominate Seed and Series A
Top 10 Most Active Investors at Series A: Out of the 90 mega-funds we looked at, @a16z, @generalcatalyst, @lightspeedvp & @sequoia all remain in the top 5 across both Seed and A - with a16z far outrunning the pack at...
By Beezer Clarkson
Social•Nov 20, 2025
Who’s Driving Seed Deals: Top 10 Active Investors
Top 10 Most Active Investors at Seed: https://t.co/2pB2bbv0yP
By Beezer Clarkson
Social•Nov 20, 2025
Megafunds Dominate Series A Rounds Above $20M
🔹The majority of Series A activity now clusters around $20M, but this isn’t where the power dynamics are shaping the market. 🔹At sub-$20M, dedicated A funds lead most rounds, and mega-fund involvement stays below half. 🔹Once rounds cross $20M, the megas come...
By Beezer Clarkson
Social•Nov 20, 2025
Boutique Seed Funds Dominate Sub‑$10M Rounds, Mega‑Funds Rarely Lead
🔹Boutique, dedicated Seed funds continue to lead <60% of priced seed rounds in the sub-$10M range, which account for the gross majority of deals done. 🔹~90% of priced Seed rounds happen below $20M - where dedicated funds maintain a clear advantage. 🔹Nearly...
By Beezer Clarkson
Social•Nov 20, 2025
Boutique Seed Leaders Thrive Amid Mega‑Fund AI Hype
In Aug, I wrote “Is Venture Broken?” – a data-driven look at whether the growing spread in fund sizes at the early stage was pushing venture to a breaking point. We found that while mega-funds are moving earlier, dedicated-stage, boutique...
By Beezer Clarkson
Social•Nov 20, 2025
Venture Market Thriving: Opportunities for High‑Growth Startups
🧵Is the venture market “healthy”? “The highest order way I think about it is: ‘Is there opportunity?’ Is there opportunity for high impact, high growth, high scale businesses being born right now? And the answer to that is unequivocally yes.” @kirstenagreen,...
By Beezer Clarkson
Social•Nov 20, 2025
Now Is the Prime Time for High‑impact Startups
> “The highest order way I think about it is: ‘Is there opportunity?’ Is there opportunity for high impact, high growth, high scale businesses being born right now? And the answer to that is unequivocally yes.” - Kirsten Green, Founder...
By Beezer Clarkson
Social•Nov 19, 2025
Secondary Market Hits $95B, Still Below IPO/M&A Levels
ICYMI: @PitchBook’s latest secondary market report is out, showing record deal flow: $95B across direct secondaries & continuation funds. While a viable liquidity path for some, impt to note it’s still < IPO ($104.7B) & M&A ($107.1B) exits this year. Standout stats: ...
By Beezer Clarkson
Social•Nov 19, 2025
Secondary Market Hits $95B Yet Remains Niche
ICYMI: PitchBook's latest secondary market report is out, and it shows record deal flow: $95B in estimated annual value across direct secondaries and continuation funds. While a viable liquidity path for some, it's worth noting it still accounts for less than...
By Beezer Clarkson
Social•Nov 13, 2025
Solana Advocate Predicts Global Finance’s Crypto Future
🪙🧑🏫 Wow. A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with @KyleSamani, MP at @multicoin👇 https://t.co/v2gSJyqLX8
By Beezer Clarkson
Social•Nov 13, 2025
Solana Signals New Era of Global Financial Infrastructure
Wow. 六 A masterclass on the future of global finance from a crypto savant who bet big on Solana and ironically… has zero interest in bitcoin. New Origins with Kyle Samani, Managing Partner of Multicoin Capital Transparency, speed, and global access are reshaping...
By Beezer Clarkson
Social•Nov 9, 2025
Meghan K. Reynolds Clarifies Current LP Sentiment
For those wondering the LP sentiment @MeghanKReynolds does a great job explaining… 👇
By Beezer Clarkson
Social•Oct 28, 2025
First‑Principles Investing: Sarah Tavel’s Blueprint for GPs
From 1st female GP at @Benchmark to now fully devoting herself to AI, @SarahTavel’s career has been defined by deep intellectual rigor and first-principles thinking. In this minisode, @nchirls & I reflect on how Sarah’s approach offers something every GP &...
By Beezer Clarkson
Social•Oct 22, 2025
Deep AI Immersion: The New Must‑Do for Founders
Every major platform shift rewrites the playbook for founders and investors. Sarah Tavel saw it during the rise of mobile — and now knows that to truly excel in a new era, you can't just observe from the sidelines. You...
By Beezer Clarkson