Messages
10/10/2023
11 : 44
Can Stripe avoid public fintech's troubles?
Amazon suit unlikely to affect startups; General Catalyst plans M&A in unusual VC move; China's mega-funds struggle to close Read online | Don't want to receive these emails? Manage your
10/9/2023
11 : 24
Generative AI dealmaking ebbs
Sizing up public healthcare, gaming valuations; Pantera Capital executive made quiet exit; surveying newsletter readers Read online | Don't want to receive these emails? Manage your subscription.
10/8/2023
10 : 4
Liquidation preferences put VCs into conflict
Plus: Weight loss drugs dirsrupt sector, rightsizing the next fund, VC snaps a losing streak & more Read online | Don't want to receive these emails? Manage your subscription. Log in The
10/7/2023
10 : 14
Why are money transfers so slow?
Also: First look at Q3 VC data shows industry struggles are continuing; Download our new public comp sheets with valuation trends across 6 verticals. Read online | Don't want to receive these
10/6/2023
12 : 4
Witness: Bankman-Fried resisted oversight
Tracking public foodtech, mobility valuations; Europe's female founders surge in Q3; can VC rebound before a recession? Read online | Don't want to receive these emails? Manage your
10/5/2023
11 : 44
VC's stake in the FTX trial
For VC funds, bigger isn't always better; meet the cleantech unicorns of 2023; FedNow's implications for US payments Read online | Don't want to receive these emails? Manage your
10/4/2023
12 : 44
Has venture bottomed out?
Investors predict big returns from pro sports; Electric Hydrogen bags $380M; Brookfield closes $12B PE fund Read online | Don't want to receive these emails? Manage your subscription. Log in The
10/3/2023
11 : 54
VC returns hit 10-year nadir
VC's declining ecommerce investment; picking the right GP; glimpsing the future of eyecare; India's VC activity ebbs Read online | Don't want to receive these emails? Manage your
10/2/2023
11 : 44
Weight-loss drugs' ripple of effects
SaaS unicorn IPOs to watch for; VCs eye energy efficiency for buildings; digital mortgage lender Perenna nabs £42 Read online | Don't want to receive these emails? Manage your subscription. Log in
10/1/2023
10 : 4
Portfolio companies' staffing dilemma
Plus: Cash flow timing scores, emerging opportunities for investors, private debt's popularity surge & more Read online | Don't want to receive these emails? Manage your subscription. Log
9/30/2023
10 : 14
The rush to private debt
Also: Weight loss drugs and their impact on healthcare; The investment opportunity in energy efficient buildings; Talking AI fintech with 3 YC alumni. Read online | Don't want to receive these
9/29/2023
11 : 54
AI courts internet-of-things sector
Revenue for AI startups hasn't caught up to valuations; the incoming EV makeover; Europe's VC direct secondaries market heats up Read online | Don't want to receive these emails? Manage
9/28/2023
11 : 54
Is GP cash flow timing predictable?
Venture debt lender WTI targets $600M fund; cracks in real estate fundraising expand; Singapore leads in VC funding per capita Read online | Don't want to receive these emails? Manage your
9/27/2023
11 : 44
Big deals prop up enterprise SaaS
Which universities produce the most female founders?; VCs lend hand to new space programs; down rounds rising but lag earlier downturns Read online | Don't want to receive these emails? Manage your
9/26/2023
11 : 34
Private debt moves up the ranks
Party rounds fall out of favor; Amazon bets up to $4B on ChatGPT rival; healthtech strains against flagging funding Read online | Don't want to receive these emails? Manage your subscription. Log
9/25/2023
11 : 44
Ecommerce extends VC slowdown
The perils of secondary investing; sustainable investing opportunities in transit tech; teletherapy defies funding slowdown Read online | Don't want to receive these emails? Manage your
9/24/2023
10 : 4
PE's merger mania
Plus: VC's crystal ball models, LPs vs. the tyranny of choice, foreign investment in Greater China declines & more Read online | Don't want to receive these emails? Manage your subscription
9/23/2023
10 : 4
What is 'pre-seed'?
Also: Finding emerging opportunities in sustainable investing; New research on postquantum cryptography and deep-sea mining; Join our AI tech talk... Read online | Don't want to receive these
9/22/2023
11 : 24
Our new pre-seed dataset
Do VC specialists outperform generalists?; mobility tech levels out; foreign investors retreat from Greater China's VC market Read online | Don't want to receive these emails? Manage your
9/21/2023
12 : 4
Can VC rebound before a recession?
Scraping the seabed for critical minerals; VCs haven't come back to crypto exchanges; French PE rises as VC ebbs; capital call lines get expensive Read online | Don't want to receive these