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- Indexed issues, last 90 days
- 15
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- Sep 29, 2026
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- Aug 11, 2026
Latest issues
#377: Pitchbook Q3 2026 Venture Report (Liquidity Unpacked) (opens the original)
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Happy Tuesday! PitchBook released their Q3 2026 report where they discuss venture's "liquidity paradox." Exit value and count are both outpacing long-term trends. SpaceX's IPO is the largest to date and AI keeps pulling in an outsized share of every dollar deployed. But fund distributions relative to NAV still sit at 7.9%, far below the 14.5% long-run average, and the top 10 venture funds just captured the greatest fundraising concentration on record. Four themes defined Q3. Here's what th
#376: Is Private Credit Back? (opens the original)
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Happy Thursday! At the recent Barclays Global Financial Services Conference, JPMorgan said the private-credit market is "open for business," with institutional fundraising sound and redemption pressures under control. He also flagged something a bigger issue: private equity investments made between 2019 and 2021 could still face real exit challenges. What does it actually mean for a fund holding positions from those years? Let’s dive in.<a class="button primary" href="https://thef
375: UAE Leading VC Deals (Boring: $3B @ $23B) (opens the original)
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Happy Tuesday! The Boring Company just raised $3 billion at a $23 billion valuation, and a venture firm didn't lead the round. The United Arab Emirates and its affiliated investment entities did, with Sequoia Capital, Andreessen Horowitz and Temasek joining as participants. It's not an isolated deal either. Sovereign funds have anchored several of 2026's largest AI rounds too, and the mechanics of what they're buying look different from a normal VC check. Here's what that difference means for a
#374: AI Capital Raises, Unpacked! (opens the original)
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Happy Thursday! Temporal just raised $550M at a $12.55B valuation, up from roughly $5-6B seven months ago, on the thesis that AI agents need infrastructure built to survive failure. It wasn't the only AI company raising serious capital this week: EUCLYD closed over $230M for AI chip efficiency, <a href="https://tech.eu/2026/09/15/exein-raises-270m-at-1-7b-valuation-claims-title-of-europe-s-most-valuable-cybersecurity
#373: What’s Driving Venture DPI? (opens the original)
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Happy Tuesday! Two of the largest dedicated venture secondaries funds both added meaningfully to their war chests in the same week: CVC Secondary Partners closed a $10B fund on September 3, and StepStone disclosed a $1.59B raise for its latest vehicle two days earlier. That capital is scaling into a market that grew 28% year over year in the first half of 2026 alone, per Lazard's newest se
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