Trace Cohen's Awesome Newsletter With 2400+ subscribers!
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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
It's completely unacceptable that almost no private VC backed startup has gone public in the last year.
Right now it's Vertical AI Saas because we still need all the current platforms, data and recurring fees to pay the bills
Being worth $1B used to be cool but now if you're not worth at least $5-$10B, it doesn't really matter.
I keep seeing so many post about why VCs are bad and startups shouldn't raise capital to artificially grow faster, which is the
The J-Curve is gone for now - the last few years have been mostly flat as countless startups were marked up highly and are still growing into their valuations.
Industry-specific AI startups that embed deeply into existing workflows, automate high-value processes, and drive measurable economic impact.
Hundreds of billion in liquidity are locked up just waiting to be distributed to LPs
Regardless of the current environment, we always need to remember that we're in the business of exits.
Startup nation isn't going anywhere and will emerge stronger than ever, again.
It's the culmination of almost two decades in the tech startup world to continue doing what I love.
It's 2025 now, just accept it. Early on it's all about growth and users then figure it out.
LPs dont invest in them expecting to make outsized returns - they're just trying to minimize their downside.
Let The Good Times Roll. We have a lot to be excited and optimistic about
