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 flooding, leading or co-leading more than 1/2 of all rounds. 🔹By $50M, megas own 3/4 of the market.
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...
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,...
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 ,...
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: ...
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...
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
Solana Signals New Era of Global Financial Infrastructure
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 Kyle Samani , Managing Partner of Multicoin Capital 👇 Transparency, speed,...
Meghan K. Reynolds Clarifies Current LP Sentiment
For those wondering the LP sentiment @MeghanKReynolds does a great job explaining… 👇
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 &...
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...