Trace Cohen's Vertical Ai Investor Newsletter
Everything Vertical Ai B2B Enterprise SaaS
Written by
Trace Cohen
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Oct 9, 2024
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8 min read
Fund are actually pretty complex but when they work, everyone wins!
Nov 27, 2024
6 min read
Without them, there really wouldn't be a true pre-seed and seed stage market
May 14, 2025
Why Family Offices Must Evolve From Direct Investors to Strategic LPs
May 15, 2024
9 min read
No one ever got fired for investing in Tier 1 VC
Sep 25, 2024
A guide for emerging managers trying to find, pitch and close LP investors
Jul 17, 2024
7 min read
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
Tech
+4
Jun 24, 2026
2 min read
The agentic shift isn't an upgrade to the software model — it's a replacement. Here's what this week's $4B+ in AI rounds tell us.
Jun 19, 2026
5 min read
The AI race has become a balance-sheet contest -- even cash-rich Alphabet is now raising equity to keep funding it, and Warren Buffett just wrote the check.
Jun 15, 2026
3 min read
In 2026 AI startups raise at 100x revenue, and some raise at $1B+ before booking a single dollar
Jun 4, 2026
VALUEADDVC MARKET INTELLIGENCE
May 27, 2026
1 min read
I went viral last week for my fun data, analytics and Ai project
May 21, 2026
At a $350B valuation and $4.694B of Q1 revenue, SpaceX would be valued at roughly 18.6x annualized Q1 revenue.
May 14, 2026
The data tells a very different story than the common narrative that “the IPO market is dead.”
May 6, 2026
Apr 30, 2026
The next great moats may not look like walls at all.