We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.
This edition discusses contemporary venture capital landscape is defined by an intense shift towards rigorous business fundamentals and the overwhelming dominance of Artificial Intelligence. Multiple reports confirm that AI-native companies are absorbing the majority of global funding, demanding significantly higher Annual Recurring Revenue (ARR) benchmarks and proven technical defensibility from founders across all stages. Successful founders are those who prioritize execution, demonstrable operational capabilities, and consistent communication, with many experts advising that trust, strategic alignment, and mitigating adverse terms like Participating Preferred are more critical than achieving the highest valuation. Despite concentrated early-stage activity, the overall market faces persistent liquidity challenges, leading to a rise in Venture Secondary transactions and a pragmatic recognition that the majority of software company exits are under $100 million. Concurrently, new investment strategies are emerging, including specialised focus on high-growth regions like Africa and Central Asia and a growing emphasis on Corporate Venture Capital as a strategic innovation vehicle rather than purely financial one. This market reset demands capital efficiency and a disciplined, substance-driven approach from both founders and investors.
This podcast was created via Google Notebook LM.
