We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways. We at Frenus support General Partners in identifying relevant Limited Partners across multiple sources, researching tailored connection strategies, coordinating event participation, and executing structured outreach campaigns that convert cold lists into meaningful conversations and committed capital. You can find more info here: https://www.frenus.com/usecases/account-based-lp-engagement-from-database-to-committed-capital This edition highlights a significant transformation in the venture capital landscape, where artificial intelligence now commands the majority of global funding. While mega-rounds for infrastructure and defense technology reach record highs, early-stage founders face a more rigorous diligence process and a “bottleneck” at the pre-seed stage. The data reveals a growing tension between traditional power-law investing and new “free flow” models that prioritise profitability and capital efficiency over multi-billion-dollar exits. Regional shifts are also evident, with Canada and Europe navigating stricter regulations and concentrated capital, even as secondary markets for smaller stakes remain largely illiquid. Ultimately, the sources suggest that the era of valuation based solely on annual recurring revenue is ending, replaced by a focus on technical rigor and sustainable growth. This podcast was created via Google Notebook LM.

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