#365: Venture Market Update (Mid-Q3 2026)
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#364: VC's Most Active H1 in Last Five Years
Happy Thursday! Global venture capital investment hit $560.4 billion in the first half of 2026, the strongest H1 in five years, with Q2 alone posting the second-highest quarterly total ever recorded, per KPMG’s Venture Pulse, published this week.
#363: The Price of Being Priced Out
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#362: Why Ownership Matters More Than Ever
Happy Thursday! Think about two ways to own a piece of a skyscraper.
#361: Rethinking VC Reserves
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#360: Top Venture Themes (July 2026)
Happy Thursday! Open any “stock market at all-time highs” headline this year and check what’s actually driving it.
#359: DPI in 2026 vs. $1 Trillion in NAV
Happy Tuesday! Check out your personal investment portfolio.
#358: 5 Traits Top-Decile VC Funds Share
Happy Thursday! Every venture manager wants to build a top-decile fund.
#357: Rule of 40, Revisited (Standard Metrics)
Happy Tuesday! The Rule of 40 has become one of the most widely used frameworks for evaluating software companies, but most discussions rely on public company data.
#356: Q2'26 Highlights (Pitchbook-NVCA Venture Monitor)
Happy Thursday! Earlier this week we reviewed CB Insights’ Q2 report (#355: Q2 Venture: Record Funding, Narrow Recovery), which showed record funding alongside slowing deal activity.