The hottest Venture Capital Substack posts right now

And their main takeaways
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Top Business Topics

Competitive Specialization in Founder Support

Equal Ventures • 79 implied HN points • 05 Dec 23
💼 Business Venture Capital Specialization Private Equity Consulting
  1. Venture firms often lack competitive specialization, unlike private equity which frequently employs this strategy to allow various team members with complementary specialties to work together on deals.
  2. Competitive specialization within firms, like having dedicated industry leads, can empower teams to perform at their best, focus on their strengths, and deliver exceptional value to founders.
  3. Empowering team members to specialize in their unique skill sets and roles can lead to innovative approaches, better outcomes in deals, and overall team growth and satisfaction.

Phoenix Rounds

Equal Ventures • 59 implied HN points • 03 Jan 24
💼 Business Venture Capital Investing Startups Entrepreneurship Market Analysis
  1. Phoenix Rounds refer to unique investment opportunities where struggling companies pivot drastically to build something new and stronger with investor support.
  2. These rounds offer a chance for investors to deeply engage with founders, understand their potential, and collaborate on innovative business plans.
  3. Investing in Phoenix Rounds requires vision, patience, and the willingness to see hidden potential in companies facing significant challenges.
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✨ Building a Modern Constellation Software

Overlooked by Alexandre Dewez • 196 implied HN points • 17 Apr 23
💼 Business Venture Capital Software Acquisitions Entrepreneurship
  1. The world has changed since the inception of Constellation Software in 1995.
  2. A new player cannot directly compete with Constellation Software's acquisition strategies and existing relationships.
  3. Building a modern software conglomerate would require focusing on growth, quality, and building synergies rather than mimicking Constellation Software's exact model.

Announcing Ubiquity Ventures III with $75 Million Focused on "Disciplined Deeptech"

Ubiquitous Thoughts • 39 implied HN points • 30 Jan 24
💼 Business Venture Capital Startup Investing Tech Innovation Entrepreneurship Business Growth
  1. Ubiquity Ventures III announced a $75 million fund focused on 'Disciplined Deeptech.'
  2. Ubiquity applies discipline in deeptech investing by balancing risk and innovation.
  3. Ubiquity shares deeptech best practices through Ubiquity University to help startup leaders grow.

#28 Episode - Everyone in VC is an Accredited Investor

Law of VC • 179 implied HN points • 12 Jun 23
💰 Finance Venture Capital Regulations Investing Legislation Crowdfunding
  1. A proposed law aims to create an exam for non-accredited investors to become accredited, but it may not change much due to fund limits and regulations
  2. Increasing the number of LPs allowed per fund, opening up equity crowdfunding to funds, and easing restrictions on qualifying investments in VC funds are recommendations to address current limitations
  3. The impact of allowing non-accredited investors into venture funds may not change significantly without further regulatory adjustments

☎️ E11: In Conversation with Lux Capital on the State of the Future

Let Us Face the Future • 137 implied HN points • 18 Aug 23
💼 Business Venture Capital Funding Research Innovation Startups
  1. In venture capital, focusing on stochastic opportunities and thinking qualitatively can bring competitive advantage.
  2. Research in venture capital is rare but can uncover novel investment theses and give a long-term competitive edge.
  3. Balancing science risk and political landscape awareness is crucial in deep tech investments.

Progress

The Odin Times • 176 implied HN points • 23 Apr 23
💼 Business Investing Venture Capital Entrepreneurship Finance
  1. The mission at Odin is to drive progress by reimagining how we invest.
  2. Women investors on Odin are more likely to invest in female-led businesses and healthcare.
  3. Increasing diversity in investors can lead to more investments in sectors like healthcare, education, and climate tech.

Japan Reality Check #5: Are start-ups and VC a good investment in Japan?

Japan Optimist • 176 implied HN points • 25 Mar 23
💼 Business Investing Venture Capital Start-ups Economic Policy Entrepreneurship
  1. Japan's start-ups and venture capital outperform global peers with a 18% net IRR per year in the decade before COVID.
  2. Japan's venture capital ecosystem attracts top talent and continues to grow, showing a 7% outperformance over TOPIX.
  3. Japan's government actively supports entrepreneurship and innovation, aiming to create '100 Unicorns by 2027' through public-private partnerships and deregulation.

The Multipreneur Manifesto

Late Checkout - a Substack by Greg Isenberg • 171 implied HN points • 22 Jun 23
💼 Business Entrepreneurship Venture Capital Community Building Marketing Team Building
  1. Shift from the 'go big or go home' mentality to embracing multi-entrepreneurship.
  2. Multipreneurs create multiple products annually to establish a network of interconnected companies.
  3. Success as a multipreneur involves building small, dedicated teams for each venture and leveraging global talent and technology.

💰Q3 Predictions, $1M+ in Fresh Funding Opportunities, Fundraising Cheat Sheet, Spotting Cap Table Red Flags, and More

Lolita's Newsletter • 137 implied HN points • 06 Aug 23
💼 Business Venture Capital Startup funding Entrepreneurship Finance Investing
  1. US economy is experiencing ups and downs with increased interest rates and reduced consumer spending
  2. Global VC funding dropped significantly in Q2 2023 but some areas like AI and female founders are showing promise
  3. Despite the challenges, tough times can present opportunities for staying informed, resilient, and adaptable

A Bank of One's Own

Monomythical • 166 HN points • 11 Mar 23
💼 Business Startups Venture Capital Banking Entrepreneurship
  1. Many startup employees are unable to afford buying equity in the company they work for, leading to missed opportunities.
  2. Traditional banks often do not cater well to the financial needs of individuals involved in startups or venture capital.
  3. There is a need for more institutional support and celebration of diverse backgrounds in the entrepreneurial and creative fields.

The Billion Dollar Revenue Club

next big thing • 145 implied HN points • 13 Jul 23
💼 Business Technology Venture Capital Startups Investing Revenue
  1. The Unicorn era is making way for companies that focus on achieving over $1 billion in annual revenue.
  2. Venture funding should prioritize companies with potential to reach over $1 billion in annual revenue, rather than just a high valuation.
  3. The focus on $1+ billion in annual revenue is seen as a healthier and more sustainable goal for companies than chasing a valuation north of $1 billion.

🎢 LinkedIn doesn't want you to go viral

Cosmos • 19 implied HN points • 04 Mar 24
💼 Business Social media Creator Economy Venture Capital Online Platforms
  1. LinkedIn is updating its content distribution algorithm to prioritize relevant knowledge over viral content.
  2. Tools like Karat Insights are helping content creators understand their earnings and industry benchmarks.
  3. The use of AI in marketing and content production can lead to misleading experiences and scams, highlighting the importance of consumer awareness.

Is 2023 the very best or the very worst time to be investing in AI?

Entry Level Investing • 100 implied HN points • 29 Aug 23
🕹 Technology AI Investing Startups Market Analysis Venture Capital
  1. Interest rates impact tech company valuations, especially high growth tech companies sensitive to changes.
  2. VC deal activity and funding have decreased in 2023 due to compressed valuations in public markets.
  3. AI investments are increasing as a bright spot in the market, with investors turning to AI startups amid a grim funding environment.

How to mess up a good company and not make any money along the way

SaaS Engineering • 137 implied HN points • 02 Jul 23
💰 Finance Investing Venture Capital Financing Business Operations
  1. Investing early in a successful company may not guarantee returns if mispricing and over financing occur.
  2. Selling secondary shares at various funding rounds can lead to a more secure return than waiting for a long-term exit.
  3. Maintaining a conservative financing trajectory can lead to attractive outcomes, even if less exciting than high-risk strategies.

Announcing $175m more to Bridge the Digital Divide

Equal Ventures • 19 implied HN points • 20 Feb 24
💼 Business Venture Capital Technology Startups Investments Funding
  1. Equal Ventures raised $175 million to Bridge the Digital Divide - $100m for Equal Ventures Fund 2 and $75m for the Opportunity Fund to invest in analog markets like climate, insurance, retail, and supply chain.
  2. The firm aims to support founders in non-traditional technology markets and believes the time is right for innovation in these industries.
  3. Equal Ventures focuses on providing hands-on support, independent conviction, and a 'prepared mind' to startups, aiming for strong founder relationships and long-term success.

A Crowdsourced List of Books and Resources for New Venture Capitalists

Venture Reflections • 26 implied HN points • 26 Jan 24
💼 Business Venture Capital Books Podcasts Organizations Leadership
  1. A crowdsourced list of books and resources for new venture capitalists was shared.
  2. The resources are categorized based on different aspects like VC business, technology innovation ecosystems, cautionary tales, finance, and more.
  3. The list includes various formats of resources like books, blog posts, podcasts, newsletters, and organizations for new VCs to explore.

Ex-Riot developers are making “Breath of the Wild with friends”

Updater, Shannon Liao's gaming newsletter • 117 implied HN points • 09 Mar 23
🕹 Technology Video Games Venture Capital Game Development Animation
  1. Former Riot developers are creating an open-world game similar to 'Breath of the Wild' with a focus on playing with friends
  2. The game studio secured $55 million in funding and aims to create a world characterized by optimism and worth fighting for
  3. The developers emphasize creating a rich player experience and aspire to build a media universe around the game, including an animated TV show