Sublime
An inspiration engine for ideas
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
Welcome To Ulu Ventures - We Fund The Future
uluventures.com
Long Journey Ventures - Early Stage Investing for the long-term.
longjourney.vc
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...
Session state of vc2024
arc.net
Remembering the time one of my investors sent me a competitor’s website and was like have you heard of these guys so I sent back sequoia’s website and said have you heard of these guys.