North American venture capital enters 2026 with clearer footing but a narrower path forward. PitchBook projects VC AUM rising from $1.36T in 2024 to $1.81T by 2029, a steady ~38% increase that signals stabilization—not exuberance. After two years defined by tight LP pacing,…
The venture market enters 2026 with cautious optimism. After two years of valuation resets, tighter underwriting, and materially slower fundraising, the industry is finally seeing signs of stabilization. PitchBook’s 2026 Outlook: US Venture Capital points to a year defined by…
Check out the recent episode of Young at Heart AI with guest speaker Jeffrey Fidelman. In this episode, you will hear: how AI-driven companies should think about revenue and fundraising execution, how vision must translate into repeatable processes to attract…
Seed hasn’t gone away—it’s just harder to do well. Rounds are bigger, ownership at entry is thinner, and timelines to liquidity are longer. That pushes classic seed math to its limits unless you tighten round design and bring evidence that…
Check out episode 209 0f Ignite: Conversations on Startups, Venture Capital, Tech, Future, and Society with guest speaker Jeffrey Fidelman. In this episode, you will hear: how early-stage founders and emerging managers can build an institutional fundraising engine, why productizing…
The venture capital landscape is facing a fundamental reckoning. According to Roelof Botha of Sequoia Capital, the industry is now operating under what he calls “return-free risk.” With over $150 billion invested annually, he argues, the number of companies achieving truly transformative…
Check out the recent episode of Cents of Security with guest speaker Jeffrey Fidelman. In this episode, you will hear: why fundraising should be approached like a sales funnel, why phone calls still matter in capital raising, how founders can…
After a muted first half, venture capital showed signs of life in Q3 2025 — but not evenly across the board. PitchBook’s latest Global VC First Look report reveals a market increasingly defined by extremes: explosive AI growth, modest exit momentum, and…
Check out the recent episode of Insurtech with guest speaker Jeffrey Fidelman In this episode, you will hear: how insurtech founders can navigate today’s tougher capital markets, what’s changing in advisory and reinsurance strategies, and the emerging tech trends—from AI…
Q3 2025 finally delivered what the venture market had been waiting for: a meaningful reopening of the IPO window. Thirteen US IPOs of venture-backed companies generated $36.4 billion in exit value, a 2,861% year-over-year increase. Globally, 60 listings created $85.3…
