Decoding the Future of Venture Capital

Emerging Technologies and Markets

22/05/2026

Sierra at $15B: Bret Taylor's $950M bet that enterprise AI agents are a platform, not a feature

Sierra’s reported $950M funding round and $15B valuation are redefining benchmarks for enterprise AI agent platforms, reshaping early-stage deal flow, capital allocation, and strategic positioning across the enterprise AI stack.

Isomorphic Labs raises $2.1B: what the largest AI drug discovery round tells allocators about biotech's next chapter

Key Challenges in Venture Capital

18/05/2026

Isomorphic Labs raises $2.1B: what the largest AI drug discovery round tells allocators about biotech's next chapter

Five years of negative LP cash flow: the distribution crisis reshaping fund strategy

20/05/2026

Five years of negative LP cash flow: the distribution crisis reshaping fund strategy

Mid-year VC trends review: the thesis shifts founders should already be pricing in

14/05/2026

Mid-year VC trends review: the thesis shifts founders should already be pricing in

Buy over build: why large corporates are paying venture premiums in 2026

15/05/2026

Buy over build: why large corporates are paying venture premiums in 2026

Spotlight

The IPO window is cracking open: what corp dev teams should price in

Innovations in VC Financing

13/05/2026

The IPO window is cracking open: what corp dev teams should price in

How the 2026 IPO–M&A window reshapes corporate development: reserve price math, valuation discipline, global comps and board-level playbooks for CEOs competing with private equity and public markets.

Secondaries as a base layer: how continuation vehicles rewrote the VC liquidity map

The corporate venture capital playbook: building an arm the board will actually fund

11/05/2026

Secondaries as a base layer: how continuation vehicles rewrote the VC liquidity map

How VC secondaries and continuation vehicles are reshaping venture capital, liquidity and governance — a strategic playbook for CEOs navigating secondary markets.

Types of Venture Funds

08/05/2026

The corporate venture capital playbook: building an arm the board will actually fund

Learn how to design a corporate venture capital strategy that avoids innovation theatre, with real CVC case studies, mandate design tips, governance KPIs and founder alignment tactics for CEOs, CFOs and boards.

by Ava Henderson

Lockheed Martin Ventures doubles to $1B: the corporate venture playbook gets a $600M upgrade

Types of Venture Funds

04/05/2026

Lockheed Martin Ventures doubles to $1B: the corporate venture playbook gets a $600M upgrade

Lockheed Martin’s 1B fund signals a new era for corporate venture capital in defense, with CVCs competing on terms, dual-use theses, and board-level strategic impact.

by Leonardo Agostini

Biotech venture in 2026: why the $600M rounds are not a bubble

Key Challenges in Venture Capital

06/05/2026

Biotech venture in 2026: why the $600M rounds are not a bubble

Biotech venture capital trends can look frothy, but late-stage mega rounds are really structured options on clinical trials and pharma M&A. Learn how Phase 2 costs, pharma acquirers, platform versus program bets, and geopolitics shape biotech valuations for CEOs and generalist VCs.

by Eloise Adler

Diversify then concentrate: the portfolio construction rule every emerging manager gets wrong

07/05/2026

Diversify then concentrate: the portfolio construction rule every emerging manager gets wrong

Learn how venture capital portfolio construction really works: why 30+ startups per VC fund, 50–70% reserves, and disciplined follow-on strategy matter for CEOs raising capital.

by Harold McBride

Series A funding requirements in 2026: the real bar founders need to clear

12/05/2026

Series A funding requirements in 2026: the real bar founders need to clear

Detailed guide to modern Series A funding requirements: ARR and growth benchmarks, burn multiple expectations, team and governance signals, market-fit evidence, and how these metrics translate into real term-sheet dynamics for founders.

The IC memo anatomy: what partners actually read before the vote

by Jean-Christophe Durand

03/05/2026

The IC memo anatomy: what partners actually read before the vote

How CEOs should read and shape a VC investment committee memo, from risk narrative and valuation to bear cases, governance, and long term capital strategy.

Zero Shot and the new emerging manager template: what OpenAI alumni funds teach allocators

Types of Venture Funds

27/04/2026

Zero Shot and the new emerging manager template: what OpenAI alumni funds teach allocators

How emerging manager venture funds like Zero Shot are reshaping operator-led VC, LP diligence, and CEO-investor dynamics, with concrete mechanics and strategic implications.

by Wan-Ling Chen

The 2026 term sheet pendulum: why participating preferred is back on the table

28/04/2026

The 2026 term sheet pendulum: why participating preferred is back on the table

Participating preferred term sheets are reshaping venture capital outcomes. Learn how liquidation preferences, participation rights, and bridge round terms shift value between preferred and common shareholders, and how founders and boards can negotiate smarter.

by Wan-Ling Chen

Term sheet negotiation tips that actually move the needle for founders

Evaluating Startups for Investment

07/05/2026

Term sheet negotiation tips that actually move the needle for founders

Practical term sheet negotiation guide for CEOs: how liquidation preferences, participation, pay-to-play, board control, and protective provisions really shape founder dilution and exit outcomes, with data-backed benchmarks and example clauses.

by Wan-Ling Chen

Crusoe at $10B: pricing AI infrastructure when the SaaS comparables stop working

Evaluating Startups for Investment

23/04/2026

Crusoe at $10B: pricing AI infrastructure when the SaaS comparables stop working

Crusoe’s $1.38B Series E shows AI infrastructure venture capital is a distinct asset class. How CEOs should rethink valuation, capital structure, and sector-focused funds.

by Ava Henderson

Startup valuation methods in 2026: when Berkus, DCF, and scorecard actually apply

08/05/2026

Startup valuation methods in 2026: when Berkus, DCF, and scorecard actually apply

A CEO level guide to startup valuation methods, from Berkus and Scorecard to DCF, comparables, and AI era distortions, with practical tactics for venture rounds.

$Founders, read the megadeal math: what concentrated AI funding actually does to your round$

24/04/2026

Founders, read the megadeal math: what concentrated AI funding actually does to your round

AI funding concentration is reshaping venture capital. Learn how LP reallocation, mega-rounds, and changing acquirer behavior affect follow-on capital, board expectations, and exit math—and what founders can do to keep negotiating power.

by Leonardo Agostini

Q1 2026 funding roundup: the deals, funds, and valuations that reset the benchmarks

21/04/2026

Q1 2026 funding roundup: the deals, funds, and valuations that reset the benchmarks

Detailed Q1 2026 VC funding roundup for CEOs, covering valuations, round sizes, AI and infrastructure trends, sector shifts, exits, and M&A signals across global venture capital markets.

by Tanisha Patel

Four rounds, 65% of global VC: what the Q1 2026 mega-round concentration means for your thesis

Understanding Venture Capital

20/04/2026

Four rounds, 65% of global VC: what the Q1 2026 mega-round concentration means for your thesis

Analysis of Q1 2026 venture capital mega rounds: how 188B dollars in AI-focused financings reshaped global VC allocation, LP behavior, and CEO fundraising strategy outside the frontier lab oligopoly.

by Elias Raphael

How venture capital funds actually work: the mechanics behind the pitch deck theatre

The venture capital due diligence checklist founders should run on themselves before the pitch

04/05/2026

How venture capital funds actually work: the mechanics behind the pitch deck theatre

A deep, practical guide for CEOs and aspiring VCs on how venture capital funds work, from LP-GP structures and fees to J-curves, portfolio construction, and returns.

by Tanisha Patel

Evaluating Startups for Investment

Understanding Venture Capital

22/04/2026

The venture capital due diligence checklist founders should run on themselves before the pitch

Learn how CEOs can use a venture capital due diligence checklist to prepare for institutional investors, structure data rooms, avoid red flags, and position their startups for Series A, growth equity, and private equity funding.

by Isabella Fiorentino

Strategic shifts in the investment landscape for aerospace companies in the United Kingdom

Understanding Venture Capital

11/04/2026

Strategic shifts in the investment landscape for aerospace companies in the United Kingdom

Strategic analysis of the evolving investment landscape for aerospace companies in the United Kingdom, focusing on technology, capital, defence, and regional ecosystems.

by Ava Henderson

How private equity interest in consumer brands is reshaping strategic leadership