venture capital
resources and insights on the VC industry
Juan Orbea and
venture capital
Fund II
All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley
economic moatabovethecrowd.com
DocSend - Simple, intelligent, modern content sending
docsend.com
WTF VC by Slow VC’s Sam Lessin - great assessment of what’s going on in early 2025.
Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily... See more
The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
AI notes
atlanticlabs
atlanticlabs.de
Dream Ventures
dreamventures.com
MAGIC Fund: Early-stage venture capital fund built by founders for founders
magic.fund
As a founder, the goal then becomes to metaphorically peel each layer of the onion — Each fundraising milestone turning into a set of risks being evaluated and sidelined. The earliest investors become the partners to help figure out what to focus on. Good pre-seed angels and investors are often described as “having taste” for good startups — In... See more
Fund II
Onion theory extrapolated out to milestone driven approach towards pre-seed investing