The hottest Venture Capital Substack posts right now

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What You Can Learn From The Investment Committee Process

DeFi Education • 679 implied HN points • 22 Mar 22
💰 Finance Investment Private Equity Asset management Hedge Funds Venture Capital
  1. Having a clear investment process is important. Documenting what you do helps you improve and grow over time.
  2. Teamwork can enhance your investment decisions. Consider gathering a small group to discuss and evaluate investment ideas together.
  3. Monitoring your investments is crucial. Don't just set it and forget it; keep an eye on your assets and know when to sell or change your strategy.

VC Market: 3 takeaways from ‘23 and 4 predictions for ‘24

Inverted J Curves • 78 implied HN points • 04 Jan 24
💼 Business Venture Capital Startups Predictions Funding Investments
  1. Global VC investments decreased in 2023, especially in European tech.
  2. Funding for European early-stage companies remained steady, with higher valuations at pre-Series A companies.
  3. In the New Nordics, climate tech attracted the most funding, with predictions for a fundraising frenzy in 2024 and higher bar for early-stage funding.

Venture Capital Fund Modelling: Masterclass

Venture Curator • 159 implied HN points • 14 May 23
💰 Finance Venture Capital Investment Startups Funds Job Opportunities
  1. When calculating the average check size for startups in a venture capital fund, it's important to consider operating expenses and fees charged by the VC fund.
  2. Venture capital funds divide their funding into initial investments and follow-on investments based on the fund size and agreements with limited partners.
  3. The average check size for a VC fund is determined by subtracting management fees, dividing the remaining fund size, and deciding on the initial and follow-on investment amounts.
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Understand Convertible Note Investment Option: The Valuation Game-Changer!

Venture Curator • 159 implied HN points • 10 May 23
💰 Finance Investment Startup Venture Capital
  1. Convertible notes can be a helpful option for startups looking to secure funding without immediate valuation, allowing time to build the company's value.
  2. Convertible notes are ideal for early-stage companies, especially those with a proven product and solid concept, helping them raise funds and scale effectively.
  3. From an investor's perspective, convertible notes offer a riskier but potentially more rewarding opportunity to secure equity at a discounted rate or via a valuation cap.

💎 Lab-grown diamonds, +$10M in funding opportunities, fundraising in 2024, BHM and more

Lolita's Newsletter • 58 implied HN points • 11 Feb 24
💼 Business Startups Investing Funding Entrepreneurship Venture Capital
  1. Lab-grown diamonds are trending, attracting over $10M in funding opportunities.
  2. In startup investment, there's a shift towards valuing business durability over growth obsession, with a focus on sectors like AI and defense.
  3. Founders have access to various funding opportunities ranging from grants for underrepresented groups to equity crowdfunding up to $5 million.

Lesser-Known High-Paying Roles in Venture Capital

Venture Curator • 159 implied HN points • 06 May 23
💼 Business Venture Capital Roles Career Opportunities Finance Operations
  1. Venture Capital has high-paying roles beyond just investment positions, like Community Managers responsible for networking and supporting founders.
  2. Roles like Investor Relations are essential in VC for managing communications with fund investors and attracting new ones.
  3. Talent + Hiring roles play a crucial part in VC by helping portfolio companies find suitable talent for key positions.

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

The Sequence Chat #475: Ed Sim, Forbes Top Tech Investor, on AI Investing, Security, Agents and More

TheSequence • 21 implied HN points • 23 Jan 25
🕹 Technology AI Investing Cybersecurity Startups Venture Capital
  1. Investing early in AI involves backing technical founders before they even start their company. It's about helping them develop their ideas and getting them the right support as they launch.
  2. Building a startup in the AI space should always begin with creating a great product, no matter how much money you have. It's important to focus on getting user feedback and refining your offering rather than spending excessively.
  3. AI security is becoming crucial as tech evolves. Companies need to be proactive in protecting against AI-driven cyber threats, and there are opportunities for startups to innovate in this space by securing AI implementations in various industries.

Venture Capital Fund Modelling III: Masterclass

Venture Curator • 139 implied HN points • 18 May 23
💼 Business Venture Capital Finance Investing Startups Career development
  1. Venture capital fund lifecycle involves raising capital from LPs over 2-2.5 years, making investments during the commitment period, and shifting to follow-on investments afterward.
  2. VC funds go through a cycle of raising capital for Fund I, investing during the commitment period, then raising funds for Fund II to sustain investment activities.
  3. GPs play a crucial role in fundraising, investment decision-making, and supporting portfolio startups to ensure the success and growth of the VC fund.

Decoding Term Sheets for Founders and Investors in Simple Terms

Venture Curator • 139 implied HN points • 08 May 23
💼 Business Investing Startups Venture Capital Finance Negotiation
  1. Term sheets are important for founders and investors as they outline the terms of the deal and can impact the future success of a business.
  2. Understanding the economic aspects of term sheets, like valuation, investment amount, and liquidation preference, is crucial for negotiating deals with venture capitalists.
  3. Key terms in term sheets include equity, option pool, liquidation preference, anti-dilution, and founders should carefully consider these terms when making decisions.

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.

Fund Frontier Expeditions otherwise just buy the "Magnificent Seven"

State of the Future • 24 implied HN points • 07 Jan 25
💼 Business Venture Capital Investment Trends Economics Startup Culture Market Analysis
  1. Venture capital has changed a lot due to higher interest rates. This makes it harder for startups to get money and has led to a drop in their valuations.
  2. Startups are taking longer to go public now. This means investors are waiting longer to see their returns, which can make venture capital less appealing.
  3. Big tech companies are becoming dominant in AI because they have the money to invest heavily. This creates high barriers for new startups, making it tough for them to compete.

The VC Corner 📰 #2

The VC Corner • 79 implied HN points • 01 Dec 23
💼 Business Venture Capital Startups Investment Finance Entrepreneurship
  1. The VC Corner is a newsletter that shares news and resources for people involved in startups and venture capital. It's helpful for both new and experienced investors.
  2. The newsletter is written by Ruben Dominguez Ibar, who also works on an investment team at Mundi Ventures. He aims to provide valuable insights through his writing.
  3. Readers can sign up for a free trial to access more content and get a deeper understanding of venture capital topics.

Redefining the Future of the Creator Economy

The New Internet by Jeff Morris Jr. • 10 implied HN points • 22 Nov 24
💼 Business Creator Economy Venture Capital Software Development Entrepreneurship E-commerce
  1. The creator economy has exploded since 2019, allowing many artists and influencers to turn their online popularity into profitable businesses. They create content, build audiences, and find various ways to earn money.
  2. Investors are shifting focus from traditional 'creator stack' platforms to supporting creators directly. This new model involves investing in creators for a share of their future earnings, recognizing that creators could also build software and tech businesses.
  3. Advancements in AI are changing how creators work, enabling them to create software without big teams. More creators are moving towards building apps and software products, expanding beyond just making content.

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.

The VC Corner #1

The VC Corner • 79 implied HN points • 24 Nov 23
💼 Business Venture Capital Investing Startups Economic Trends Market Analysis
  1. European tech startups are experiencing a lot of downrounds, which are when companies' valuations decrease. This is the highest level of such downrounds since 2014.
  2. The VC Corner provides important news and analysis for both seasoned investors and those new to venture capital. It aims to help readers stay informed about the latest trends and updates.
  3. The newsletter offers a 7-day free trial, allowing people to explore its archives and get a sense of the content before subscribing. This is a great way to see if the information is useful for you.

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

🙌🏽 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.

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.

Venture Capital & Free Lunch

Not Boring by Packy McCormick • 156 implied HN points • 20 Feb 24
💼 Business Venture Capital Investing Tech industry Finance Startups
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.

Read Write Own, Reviewed

The Future, Now and Then • 92 implied HN points • 26 Feb 24
🕹 Technology Blockchain Web3 Cryptocurrency Venture Capital Internet
  1. Chris Dixon's book 'Read Write Own' discusses the impact of blockchain technology, but fails to address the potential downsides of Web3 projects and the financial risks involved.
  2. Dixon's vision for Web3 revolves around tokenomics and a future where everyone is an owner and investor, which can lead to increased financial precarity and reliance on speculative investments.
  3. The book highlights Dixon's overconfidence in blockchain technology, lack of detailed understanding of technical aspects, and his past involvement in hyped NFT and play-to-earn ventures, casting doubt on his ability to provide a realistic and innovative vision for the future of the internet.

Navigating Dilution and Ownership in Startup Fundraising

Venture Curator • 119 implied HN points • 07 May 23
💼 Business Equity Venture Capital Investors Ownership
  1. Startup fundraising involves dilution and impacts founder equity, but understanding the process and planning can help founders maintain control of their company while securing needed funding.
  2. Dilution in startup funding happens when new shares are added, reducing existing shareholders' equity positions.
  3. Calculating the impact of dilution can help founders determine their ownership percentage after raising funds.