Venture capital restarts: Navigating the funding desert to unlock extreme value
In the current venture capital landscape, a phenomenon known as the “funding desert” is reshaping how investors and startups interact.
Company Building
Thriving in a desert: Kapital’s evolution building fintech in a capital-scarce world
Today we examine Kapital, an emerging market fintech company focused on serving LatAm SMEs, that we believe exemplifies a new generation of fintechs that have discovered how to thrive in a capital-scarce world.
Crossing the Desert
Global venture ecosystems are deep in the fundraising desert. Let’s take a look at the supply and demand of VC funding. In the second half…
A Record Shortage of Venture Capital
We’re seeing a record shortage of venture capital right now. We have quantified this shortage and are sharing our findings.
The Pathway to 1B Indian Consumers: Shiprocket’s E-commerce Revolution
When LPs, entrepreneurs, and investors ask us if N-of-1 companies can rise from other ecosystems, we say yes and point to one of our own Indian portfolio companies, Shiprocket.
Bolt, perfecting the checkout experience
Today, we are excited to announce that Bolt has taken two big steps towards realizing this vision. Bolt has closed a Series C led by Westcap and it has launched its second-act product.
$1 trillion in equity: How Carta is set to unlock the private markets
A few of our thoughts on the incoming changes to equity, and its importance for entrepreneurship.
How to Transform and Build a People Platform
To the casual spectator, Facebook is having a terrible year. Besieged by privacy scandals, the company was torn into by Congress, the press, and the…
Units of Time are the New Currency
Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting business.
The Hive is the New Network
Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the social internet.
Innovating at Scale: The Companies That Don’t Let Size Slow Them Down
Nothing lasts forever – not even unicorns. But some unicorns live long lives.
The Three Phases of Consumer Products
First you want it. Then you need it. Then everybody can’t live without it – like a utility.