What I Really Think


The Strategic Check

Corporate investors are making fewer, bigger bets. What Aranca’s and GCV’s Q3 2026 reports mean for founders seeking a strategic check, and for GPs.


The Two-Year Cliff

The Two-Year Cliff: What Record Startup Shutdowns Reveal About the Gap Between Rounds


The Stale-Mark Reckoning

The Stale-Mark Reckoning: What Miro, Airtable and 59% Secondary Discounts Mean for Founders and GPs


The One-Person Fund

The median US VC fund is $10M while the average is $165.4M. What the rise of solo GPs means for emerging managers and founders seeking a first check.


The Seed Price Split

Median seed prices cooled in 2026 while top-tier valuations soared. What the split means for founders and GPs, and why your lead shapes price and close.


Your Investor CRM Is Not Your Fundraising Strategy

A spreadsheet can tell you who you contacted. A CRM can tell you when you last spoke. A data room can tell you whether someone opened your deck. All useful. None of them can answer the questions that determine whether your Seed or Series A raise works: That is fundraising […]


The Most Dangerous Place for a Founder: “We’re Still Raising

Imagine you are a founder with six months of runway. You have built the product. You have early traction. You know additional capital could change the future of your company. You expect fundraising to take six weeks. Then six weeks become three months. Three months become six. Your product roadmap […]