Trace Cohen's Awesome Newsletter With 2400+ subscribers!
Tech, startups, VC, Family Offices and some memes for fun
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They are starting to really lean in and fill the gaps as LPs to ensure true early stage pre/seed investing gets back on track soon
No one ever got fired for investing in Tier 1 VC
A guide for emerging managers trying to find, pitch and close LP investors
Fund are actually pretty complex but when they work, everyone wins!
Without them, there really wouldn't be a true pre-seed and seed stage market
Why Family Offices Must Evolve From Direct Investors to Strategic LPs
The next frontier in Vertical AI is system design; where specialized agents collaborate through orchestrated workflows to solve real business problems
A failed $20B Adobe acquisition turned into one of the biggest—and most impactful—public debuts the market has seen in years.
How liquidity solutions are strengthening LP flexibility, empowering founders, and keeping capital flowing across tech.
Google didn’t buy the company. The founders exited. The remaining team got lucky. But this isn’t how most startup stories end.
For trillion-dollar companies, talent isn't expensive but missed opportunities are!
Founder control + Meta’s cash engine = a level of audacity no rival can match
Navigating the Barbell Game of Venture Funding At The Edges
Some things are improving and getting better while we still deal with other systemic issues
Only the Largest Tech Companies Can Truly Build AI - Everyone Else Is Just Along For The Ride
Acquisition-as-R&D: The Only Playbook That Works For Enterprise Right Now.
