Archive - @TheFundCFO Newsletter

#364: VC's Most Active H1 in Last Five Years

Happy Thursday! Global venture capital investment hit $560.4 billion in the first half of 2026, the strongest H1 in five years, with Q2 alone posting…

Aug 13

#363: The Price of Being Priced Out

Aug 11

#362: Why Ownership Matters More Than Ever

Happy Thursday! Think about two ways to own a piece of a skyscraper.

Aug 6 • Doug Dyer

#361: Rethinking VC Reserves

Aug 4

July 2026

#360: Top Venture Themes (July 2026)

Happy Thursday! Open any “stock market at all-time highs” headline this year and check what’s actually driving it.

Jul 30

#359: DPI in 2026 vs. $1 Trillion in NAV

Happy Tuesday! Check out your personal investment portfolio.

Jul 28

#358: 5 Traits Top-Decile VC Funds Share

Happy Thursday! Every venture manager wants to build a top-decile fund.

Jul 23

#357: Rule of 40, Revisited (Standard Metrics)

Happy Tuesday! The Rule of 40 has become one of the most widely used frameworks for evaluating software companies, but most discussions rely on public…

Jul 21

#356: Q2'26 Highlights (Pitchbook-NVCA Venture Monitor)

Happy Thursday! Earlier this week we reviewed CB Insights’ Q2 report (#355: Q2 Venture: Record Funding, Narrow Recovery), which showed record funding…

Jul 16

#355: Q2 Venture: Record Funding, Narrow Recovery

Happy Tuesday! Q2 looked like one of venture’s strongest quarters in years.

Jul 14

#354: Emerging Manager Expectations (from LPs)

Happy Thursday! Venture fundraising is improving.

Jul 9

#353: The New LP Playbook (2026)

Jul 7

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts