January is the month where good preparation meets opportunity. Most founders are scrambling to get ready. The best ones already are.

Government VC investment should be in the role of an LP, backing indepedent, early-stage emerging managers, for two important reasons: 1) It delivers better ROI across financial returns, job creation and productivity than later-stage investment. 2) Venture capital is

Full timeline:

Planning a Q1 2026 raise? Pitch decks sent Jan-Feb get 5-7 views vs. 3-5 the rest of year. We built a 6-week playbook: prep in December, set up in January, execute 40-65 meetings in a 2-week sprint. One founder did 65 meetings → 3 term sheets.

I’m excited about this release because it reduces “valuation debates” to one thing: assumptions you can stress-test. More on this -> https://t.co/apaCq5l2kd

In the last four weeks, the VC market showed stong but uneven activity, deal volumes dipped as economic uncertainty and massive AI infrastructure costs prompted caution. Industry veterans @lessin, @davemcclure, @jefielding and @bgurley shared their perspective on everything from

Software is far from over, but the "easy" SaaS recurring revenue that would justify VC returns is. Software companies need to evolve in order to thrive, or resign to a much more competitive environment. https://t.co/lDekwRBWAT

- Vertical integration: scale moat - Services: USP moat, difficult to defend - Platforms: network effect moat - Advertising: distribution owning moat (the reason why influencers make money) - Infra/compute: investment moat and first mover advantage

How can you build software companies when writing software is free? Eric Flaningam, in a great write-up, suggests 8 business models which, in my opinion, can be reclassified as moats: - Hardware: research, innovation, patents moats - Payments: legal, authorisation moats

Thanks EU for protecting us by leaving us behind on GPT5 😅 Look, I understand the risks, everybody does, but this is a train that we can't miss...

Played around a little with GPT-OSS 20b, in local, through Ollama, and via https://t.co/EmD8DF8uZU - incredible to see results comparable to 4o-mini, my day-to-day, on a model that can guarantee full privacy. Especially w/ tool calls, I can easily imagine making it my personal PA

Startup Valuation Delta: H1 2025 https://t.co/ckOt0owCCk

Over the past few years, regional dynamics in early-stage funding have shifted significantly: The Middle East has now climbed to the second position, surpassing Europe thanks to economic growth and a more consistent fundraising environment. Read more in our latest report.

Gaming Studio Valuation: The Complete Guide for 2025 https://t.co/1lsTbps58m

Valuing gaming studios is like valuing an options portfolio: massive upside, high risk, unpredictable returns. We’ve just shared a guide to gaming studio valuation, covering track records, platform risk, genre-specific volatility, and how investors assess success probabilities.

Practical Valaution Frameworks for Emerging Managers https://t.co/EHyQxxnPCP

Many first-time VCs overlook valuation clauses until problems arise. A clear framework for measuring value is crucial for transparency, credibility, and aligning interests with your LPs. From IPEV standards to LP Advisory Committees, there’s no room for shortcuts.

Pre-Seed Startup Funding Probability: What Are Your Real Chances of Getting Funded

Stage-by-stage probabilities highlight the challenge for startups. Consider a hypothetical startup journey: Chance of raising pre-seed: 3% Progressing to seed: 67% (of those funded) Reaching Series A: 33% (of seed companies) Getting from idea to Series A: 3% × 67% × 33% = 0.66%

Test Driven Development will be proof that we reached AGI, no human has that willpower