Insights & Perspectives
Perspectives on inclusive capital, diverse founders, and the future of venture investing.
Diversity-driven investing is no longer a values trade-off — it's a return driver. How inclusive capital strategies are reshaping the venture landscape.
Read more ’A growing body of evidence shows that companies led by women deliver stronger returns per dollar invested. We break down the research and what it means for allocators.
Read more ’Enterprise software remains one of the most durable categories in venture. Here's how we evaluate B2B founders and the structural tailwinds shaping our investment thesis.
Read more ’Product–market fit gets all the attention, but founder–market fit is often the earlier predictor of breakout success. Our framework for evaluating it at the seed stage.
Read more ’Co-investments allow LPs to increase exposure to high-conviction opportunities without proportional fee drag. Our approach to building co-investment relationships that compound.
Read more ’How we think about position sizing, reserve ratios, and diversification when deploying capital at the earliest stages of company formation.
Read more ’What separates the companies that create markets from those that compete in them? We examine the mindset, timing, and tactics of category creators.
Read more ’Former operators bring pattern recognition that pure investors often lack. We explore how operating backgrounds translate into better founder support and deal sourcing.
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