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
Why America’s Ai boom isn’t a bubble, it’s an amalgamation of steel, silicon, and raw power.
The dot-com era was tiny revenue and big stories. Today is trillions in revenue, real capex, and physical constraints. AI is infrastructure, not hype.
How to invest at the earliest stages of the new agentic world we now live in
Laying the Foundation Now for the AI-Driven World Ahead
Fed Cuts Into Strength: What History and Markets Tell Us
So Lets Understanding Where Exits Happen: Data, Trends, and Industry Patterns
Why 2–5x is enough for many family offices while VCs underwrite every deal for 100x
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.
