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The Art of the Early Signal: Reading Investor Behavior Before the Term Sheet Arrives. Part 2: Narrative Testing
The Art of the Early Signal: Reading Investor Behavior Before the Term Sheet Arrives. Part 2: Narrative Testing
4 days ago2 min read


The Art of the Early Signal: Reading Investor Behavior Before the Term Sheet Arrives. Part 1: Signal vs. Sentiment
The Art of the Early Signal: Reading Investor Behavior Before the Term Sheet Arrives. Part 1: Signal vs. Sentiment
Dec 102 min read


Conviction Over Consensus: How Great Founders Build Before the Market Believes. Part 3: Patience for Proof
Conviction Over Consensus: How Great Founders Build Before the Market Believes. Part 3: Patience for Proof
Dec 32 min read


Conviction Over Consensus: How Great Founders Build Before the Market Believes. Part 2: Narrative Control
Conviction Over Consensus: How Great Founders Build Before the Market Believes. Part 2: Narrative Control
Nov 262 min read


Deals Week December 14th
Key deals of the week (December 7 - 13) In late November - early December, several major reports were published on the state of venture...
Dec 19, 202011 min read


Key deals of the week (August 10 - 16)
Market activity is recovering. Startups, even from the affected industries, are seeing an increase in demand. For example, the Getaround...
Aug 17, 20208 min read


Key deals of the week (July 27 - August 2)
Air traffic in the world is gradually being restored. In March 2020, the daily number of flights was about 175,000. In April, this figure...
Aug 4, 20206 min read
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