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#296: What's a “Healthy” Venture Market? Are we there yet?
Early-stage venture has never felt more crowded.
Dec 4
•
Doug Dyer
4
#295: November Recap: Power Laws, Fund Math, & More
As November wraps up, we have signals—not certainties, but patterns worth paying attention to.
Dec 2
•
Doug Dyer
3
November 2025
#294: A 5x VC Fund Is Rare - But It's Not a Myth
There’s a narrative in venture right now:
Nov 25
•
Doug Dyer
4
1
#293: AI Gravity Gap: Solid Co.'s Not Raising
The venture market in 2025 isn’t just shifting — it’s polarizing.
Nov 20
•
Doug Dyer
3
#292: 2025 AI Landscape & Venture Returns
Every cycle has a few defining companies.
Nov 18
•
Doug Dyer
2
#291: Mid-Quarter Check-In: Models, Mechanics, Q4 Close Prep
We’re at the halfway mark of Q4, and the signals are becoming clearer: funds are operating with more focus, LPs are paying closer attention to…
Nov 13
•
Doug Dyer
5
#290: Concentrated vs. Diversified: Fund Model Math That Matters
Why power laws reward surface area, not clairvoyance
Nov 11
•
Doug Dyer
7
#289: Fund Models Matter (RAISE Takeaways)
We presented Fund Models Matter session at RAISE Global 2025. The message was simple — and long overdue:
Nov 6
•
Doug Dyer
4
#288: October Recap: Top Posts & Links
October was steady—but far from quiet.
Nov 4
•
Doug Dyer
2
October 2025
#287: Inside RAISE Global 2025 — How Fund Models Are Evolving
The 10th Annual RAISE Global Summit brought together more than 100 General Partners (GPs) and 300+ Limited Partners (LPs) at the Presidio for a one-day…
Oct 30
•
Doug Dyer
3
#286: The $90B Plateau — What Q3'25 Says About Venture’s Selective Recovery
For the fourth straight quarter, venture funding hovered above the $90B mark — signaling that capital is flowing again, but through a narrower funnel.
Oct 28
•
Doug Dyer
3
#285: Fundraising Playbook for Emerging Managers
Raising Fund I isn’t just a financial exercise — it’s an act of storytelling.
Oct 23
•
Doug Dyer
3
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