venture capital

resources and insights on the VC industry

Juan Orbea and

Narratives & Pseudosecrets

Michael Dempsey michaeldempsey.me

Matthew Giampetroni

Venture Fund Portfolio Construction | Journal | Kauffman Fellows

Kauffman Fellows kauffmanfellows.org

Juan Orbea

VC terms you need to know

Weekend Fund signatureblock.co

Juan Orbea

Hedgehogs, foxes, and VCs

Matt Brown notes.mtb.xyz

Abie Cohen

All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley

economic moat abovethecrowd.com

Abie Cohen

Average loss ratio. Some sectors are higher risk than others. For the past couple of decades, for example, social media has been particularly challenging, with Meta acquiring or suffocating insurgents. If the sector you operate in has a high loss ratio, you may want greater diversification.

AAbie Cohen

Fund II

Dream Ventures

dreamventures.com

Aaron Guyett

8 Forecasts & Implications for the Years Ahead :: 2024 Year-End Outlook

Scott Belsky implications.com

Abie Cohen

DocSend - Simple, intelligent, modern content sending

docsend.com

SSarah Drinkwater

WTF VC by Slow VC’s Sam Lessin - great assessment of what’s going on in early 2025.