Investor Thesis
The Return Horizon — Page 3
The Weekly Letter
The Return Horizon
Fund Lifecycle
LP Capital Call Schedules and VC Liquidity Constraints
Investor Thesis
Sector Concentration Limits and What They Mean for Your Pitch
Funds hitting sector limits are passing on strong pitches for reasons founders never hear.
Fund Lifecycle
How New Fund Raises by GPs Change Their Investment Behavior
Fund Lifecycle
Evergreen Funds vs. Traditional VC Funds for Seed Founders
Fund Lifecycle
Closed-End Fund Structure and Founder Timing
Fund Lifecycle
Signs a VC Fund Is Near the End of Its Deployment Period
Most read
Fund Lifecycle
How Fund Size Determines Check Size and Stage Focus
Fund size determines check size, ownership targets, and the exits a firm must achieve.
Fund Lifecycle
Vintage Year Effects on VC Deployment Pace
Portfolio Construction