The hottest Venture Capital Substack posts right now

And their main takeaways
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The Solo GP Journey & Navigating Hype Cycles - Sunil Nagaraj on the Venture Unlocked podcast

Ubiquitous Thoughts • 98 implied HN points • 12 Jul 23
💼 Business Venture Capital Startup Investing Entrepreneurship Tech startups Investment Strategies
  1. Sunil Nagaraj shares his unique career journey and entrepreneurial experiences
  2. Insights on the 'Solo GP' model of venture capital and lessons learned from pitching LPs
  3. Focus on investments in deeptech startups and the importance of authenticity in career endeavors
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Learning From the French Revolution In Startups

Japan Economy Watch • 179 implied HN points • 02 Feb 23
💼 Business Startups Venture Capital Entrepreneurship Government Policy
  1. Using tax incentives to direct investments towards startup companies can have positive effects on entrepreneurship drive.
  2. Professional management of angel funds can help reduce risks for retail investors interested in startups.
  3. Models like France's tax incentive plan have successfully supported the growth of startups and innovation in a country.

Walking On a Tightrope

Superfluid • 13 implied HN points • 06 Mar 24
💼 Business Entrepreneurship Startups Venture Capital Decision-making Funding
  1. In the startup world, founders must balance irrationality and rationality for success. It's about believing in big ideas but also making data-driven decisions.
  2. As a startup evolves, founders need to shift from irrationality to rationality, showing a clear path to profitability.
  3. Recognizing when to embrace irrationality and when to be rational is key for successful founders. It's a valuable skill that can build trust and credibility.

🙌🏽 Community spotlight: hottest AI startups & tools, funds that lead pre-seed rounds, term sheet guide, VC trends, Barbie and more

Lolita's Newsletter • 98 implied HN points • 02 Jul 23
💼 Business Startups Funds Community Venture Capital Sales
  1. Monthly newsletter for underestimated founders, funders, and friends with curated insights and resources
  2. Importance of leaning on community for personal and professional success, highlighted with examples like Beyoncé and Barbie
  3. Announcements of funds raised by various ventures and empowerment initiatives for underrepresented founders

Under The Hood Of Kima Ventures

Venture Prose • 1058 implied HN points • 03 Jul 20
💼 Business Venture Capital Investment strategy Startup funding Portfolio Management Performance
  1. Kima Ventures, led by Xavier Niel, focuses on investing in French tech founders worldwide.
  2. Their investment strategy involves making $150k investments in 100 new startups annually, with a particular focus on French tech founders.
  3. Kima Ventures aims to stay with companies for the long haul, providing support through their portfolio management platform and maintaining steady returns.

More on Follow-Ons

Venture Upward • 19 implied HN points • 30 Jan 24
💼 Business Venture Capital Investments Career Advice
  1. Follow-ons in venture capital are for earning money from carry, not for just building a track record.
  2. Increasing investment in subsequent rounds can escalate downside risk without similar upside benefits.
  3. Being strategic about follow-on investments in portfolio companies is crucial to avoid excessive risk and maximize returns.

🤑 Unlocking the $9T Latine Market, Your Fall Fundraising Playbook, VC Stacks Deep-Dive, Exclusive Events & More!

Lolita's Newsletter • 58 implied HN points • 10 Sep 23
💼 Business Venture Capital Entrepreneurship Startups Events
  1. Latine community contributes significantly to the economy but faces challenges in venture capital funding
  2. Ganas Ventures is actively participating in events in Mexico, Guatemala, and Ecuador
  3. Various funding opportunities are available for underrepresented founders in different sectors

What makes something defensible?

Superfluid • 79 implied HN points • 29 Mar 23
💼 Business Venture Capital SaaS Startup Investment Competition
  1. Moats are evolving rapidly in the business world, fueled by technological advancements like GPT-4.
  2. Founders need to articulate their product's defensibility to VCs and focus on long-term moat building strategies.
  3. VCs may need to be more selective in their investments, considering competition, data as a moat, and the importance of long-term product vision.

Welcoming Ali Afridi Back to Equal Ventures

Equal Ventures • 19 implied HN points • 16 Jan 24
💼 Business Venture Capital Entrepreneurship Investments Startups Support
  1. Ali Afridi is rejoining Equal Ventures as a Principal, bringing a valuable blend of experiences in entrepreneurship and VC insights.
  2. Equal Ventures is shifting towards competitive specialization in founder support, aiming to offer comprehensive expertise to portfolio companies.
  3. The team at Equal Ventures has evolved its structure to maximize support for seed stage founders, leveraging a mix of industry leads, product owners, and experts like Ali Afridi.

Announcing the Fastest Pitch Form in Venture Capital

Ubiquitous Thoughts • 78 implied HN points • 28 Mar 23
💼 Business Venture Capital Startup Entrepreneurship Investment Technology
  1. Ubiquity Ventures offers the fastest pitch form in venture capital, responding to requests within 72 hours.
  2. The firm's focus on seed-stage startups moving software into the real world allows for specialized attention and quick decision-making.
  3. Ubiquity Ventures acts with agency, with the founder as the sole decision-maker, ensuring direct communication and avoiding delays.

Save The World My Ass

Stove Top • 78 implied HN points • 09 Jun 23
🕹 Technology AI Venture Capital Politics Culture Economics
  1. AI isn't going to save the world as some claim, with arguments against its impact on jobs and inequality.
  2. Progressivism is more of the default in society, with conservatism being viewed as an obstacle to change.
  3. Being open to being cringy can be a powerful tool for building an online audience by not caring about others' opinions.

Considerations on The Definition of "Climate Tech"

Warming Up to Climate Tech • 78 implied HN points • 01 Mar 23
🕹 Technology Renewable Energy Circular Economy Venture Capital
  1. Climate tech covers various industries and technologies aiming to fight climate change.
  2. Venture capitalists play a significant role in defining what qualifies as climate tech for investment.
  3. Major investment themes within climate tech include clean energy, food & agriculture, mobility & transport, and circular economy.

Getting Off the VC Train

Venture Reflections • 26 implied HN points • 15 Dec 23
💼 Business Venture Capital Fundraising Entrepreneurship Startups Decision-making
  1. For many founders, 'getting off the train' means no longer relying on future venture capital rounds for success.
  2. Due to recent volatility in fundraising markets, founders are hesitant about staying in the VC ecosystem.
  3. Founders wanting to get off the VC train often do so due to mismatched business models, fear of uncertain funding future, or a desire to control their company's destiny.

Attempting to untangle the messy math behind the "Power Law"

Entry Level Investing • 84 implied HN points • 28 Feb 23
💰 Finance Investing Venture Capital Valuation Business Models
  1. The concept of the 'Power Law' in venture funding states that a few successful investments drive fund returns, not a normal distribution.
  2. Startup valuations are often based on revenue multiples, deviating from traditional valuation methods like free cash flow analysis.
  3. Overvaluation, excessive spending, and failure to grow into valuations can lead to down rounds, hurting startups and investors.

Footwork at Year 2

next big thing • 76 implied HN points • 13 Apr 23
💼 Business Venture Capital Investments Entrepreneurship Diversity Portfolio Management
  1. Footwork is an early-stage venture capital firm focused on making a handful of new investments each year.
  2. Their portfolio includes companies like Table22, Via, and Cradlewise, with a focus on diversity and close partnerships with founders.
  3. Despite market fluctuations, Footwork remains excited about new investments, with a specific interest in AI, climate tech, and education models.

Key Ideas: Which Hold Up the Test of Time?

European Straits • 8 implied HN points • 14 Mar 24
💼 Business Technology Entrepreneurship Investment Globalization Venture Capital
  1. The concept of the Age of the Multitude requires revision due to changing dynamics influenced by technology and artificial intelligence.
  2. The Age of Computing and Networks still holds relevance but is challenged by new advancements like AI and large language models, showing we may still be navigating this era.
  3. Capitalism and the Corporate Contract exhibit an evolution in power dynamics within corporations, highlighting shifts in priorities for customers, employees, and shareholders.

A conversation with Harry Stebbings, The Twenty Minute VC

next big thing • 48 implied HN points • 06 Sep 23
💼 Business Venture Capital Investing Startups Podcasts Entrepreneurship
  1. The post is a conversation with Harry Stebbings about venture capital, investing, AI-first companies, and more.
  2. The discussion covers topics like small funds outperforming large funds, the importance of product-market fit, and the hype cycle in AI.
  3. The post highlights the personal connection between the author and Harry Stebbings, spanning over 7 years.

The Big Reset in Seed to Series A Graduation Rates is Real and Permanent

Venture Reflections • 33 implied HN points • 25 Oct 23
💼 Business Venture Capital Startup Ecosystem Fundraising Investor Relations Market Trends
  1. There is a significant drop in the percentage of seed-stage companies graduating to Series A rounds.
  2. The Series A market has been quiet in the past 18 months, especially outside of AI-related investments.
  3. The venture landscape is shifting towards more capital-efficient seed-stage companies with challenges in raising Series A rounds.