Fund dynamics, valuations, M&A and how capital is actually allocated.
46 articles
A sudden $100,000 fee on H-1B visas jolted the U.S. tech market, sending companies scrambling and narrowing access to global talent. Startups fear higher burn and thinner pipelines as founders and engineers consider building elsewhere. Canada and other countries are moving to attract these workers,
The US has never had a sovereign wealth fund, but that may be about to change. Instead of relying on oil revenues or trade surpluses like Norway or Singapore, the American version is being seeded through equity stakes in industrial projects and assets seized by law enforcement. If successful, it cou
In 2025, venture-backed IPOs in North America surged, with 13 U.S. companies going public by mid-August compared to just 8 in all of 2024. These offerings, spanning fintech, AI, healthcare, and space, raised nearly $86B at IPO price and most saw strong first-day gains, signaling renewed investor app
Augur VC has released Flight Deck , an open-source AI infrastructure financial model designed to unlock the Watt-Bit revolution at the intersection of energy and AI. Flight Deck serves as a pilot’s dashboard for navigating power and compute trade-offs, giving founders, financiers, and operators a co
Product-market fit (PMF) occurs when a product successfully satisfies a specific market's needs, leading to strong customer adoption and retention. More than any single milestone, it is a fundamental shift where your product satisfies a real, validated need. Key indicators include high retention, me
At very early stage, investors are betting on you, not your metrics. Learn how to earn and communicate founder-market fit with clarity and conviction, using our DEEP framework as your guide.
For first-time founders, the right VC does more than write a check. The best bring hands-on support across hiring, go-to-market, and fundraising. Here's how to spot real value-add, regardless of firm size or brand.
We were skeptical when CoreWeave IPO’d: high debt, heavy reliance on Microsoft, and a fragile business model. But since then, the stock has surged 250%, they’ve closed a $2B unsecured debt deal, and rapidly integrated Weights & Biases to build a full-stack AI platform. Key risks remain, but the stra
Corporate venture capital (CVC) lets companies invest in startups using their own balance sheet to gain strategic insights and financial returns. It offers a cost-effective way to access new tech, explore markets, and build M&A pipelines without heavy R&D. Firms with CVC arms often outperform peers
Limited partners (LPs) are often seen as passive capital providers, but the most effective ones contribute more. From strategic insight and customer introductions to operational support and long-term alignment, value-add LPs are becoming essential partners to both venture funds and the startups they
Unit economics are core to startup viability, revealing whether each customer brings the business towards profitability or burns cash. Metrics like CAC, LTV, gross margin, and payback period offer a clear view into business health and scalability. This piece breaks down how investors assess unit eco
In today’s market, growth alone isn’t enough. Investors want to understand how efficiently that growth is achieved and whether the business can scale without burning through runway too quickly. Metrics like Rule of 40, Burn Multiple, and CAC Payback help founders tell that story, showing not just ho
VE Weekly
One send a week. Whole pieces, not a digest of links out.