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Long Journey Ventures - Early Stage Investing for the long-term.
longjourney.vc
Yope Is Sparking Gen Z (And VC) Interest With an Instagram-Like App for Private Groups | TechCrunch
Ivan Mehtatechcrunch.comIntroducing Embedded Intelligence - and a $10M seed from General Catalyst, Valor, SV Angel & Others https://t.co/riRnTEWiM3
Permissionless Capital, Global Consensus and New Markets
zeeprime.capital
The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth
amazon.com
- Largely founder owned via capital efficient growth
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by Atomic
Our latest Signature Block essay is on venture studios...
The End of Venture Capital as We Know It
theinformation.com