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
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.
How fund sizes have only doubled while top exits have 7x’d
A new wave of IPOs and billion-dollar acquisitions is breaking the silence—venture capital is liquid again.
Mega early rounds are distorting market dynamics, allowing large firms to overpay early and extend control deeper into the cap table
Valuations are up, deal volume is down, and LPs are chasing the safe bets—but that’s not where the returns are.
Why industry-specific intelligence — not another massive model — will define the next generation of enterprise products
Record-breaking venture capital, landmark M&A, and IPO resurgence cement Israel’s position as a global tech powerhouse in 2025.
