LPs Call AI Fund Pacing a 'Yellow Light' as Concentration Bets Stack Up
TrueBridge's Amit Bhatti and LGT's Beezer Clarkson on one-year fund cycles, OpenAI-Anthropic concentration and the $60B Cursor deal reshaping venture LP economics.
Topic
Limited Partners
Topic
Limited Partners
Venture Funds Returning to Raise After Just One Year Strain LPs
Venture funds are raising new capital just a year after their last fund, pace that LGT's Beezer Clarkson warns may strain LPs whe…
Venture's Money Behind the Money Calls AI Boom a 'Yellow Light'
LPs backing the VCs call one-year fund pacing a yellow light but expect an OpenAI-Anthropic bonanza. Secondaries, $60B Cursor dea…
Andreessen Horowitz Tops VCJ 50 With $26.3 Billion in Five-Year Fundraising
The 50 largest VC firms raised $219.8 billion from 2021 to 2025, up 8 percent. Andreessen Horowitz led with $26.3 billion, per PE…
Fund Managers Face New Playbook as LP Expectations Shift
ImpactAlpha says raising a fund today means adapting to new LP expectations — a structural shift that hands leverage to limited p…
Women Hold 18.8% of VC Partner Seats but Control Just 1.4% of Assets
Women hold 18.8% of VC partner roles but control just 1.4% of assets, Fortune data show — a gap between titles and check-writing…
Venture Investing Has Split in Two, and the Middle Is Gone
A new Substack analysis argues venture investing has split into two distinct halves, challenging the idea that it remains one uni…
Venture Capital's Weakest Link: The Scaling-Profitability Trade-off
Aswath Damodaran calls the scaling-profitability trade-off venture capital's weakest link — a structural tension between fund siz…
Cornerstone Ventures Targets $250 Million Third Fund in 2027
Cornerstone Ventures plans a $250 million third fund in 2027, TradingView reports. The raise would be the firm's next major vehic…
AI mega-rounds squeeze the venture capital business model
Financial Times analysis: AI mega-rounds are squeezing traditional VC firms, straining fund sizes and pricing out mid-sized inves…
Founder-Focused VC Firm Closes $333M Fifth Fund: Law360
A Law360 headline reports a founder-focused venture capital firm closed a $333 million fifth fund. The firm's name, partners, and…