Samir Kaji

What is going on in the world of SPVs/Co-investments, and how to navigate? The market for late-stage AI company SPVs is red hot. When markets are like this, greed takes over, and behavior and deci...

Private markets should no longer be viewed as alternatives.” They are a parallel capital market that has grown from ~$4T to ~$16T ($21T+ if you include semi-liquid structures) over the past 15 year...

While not completely surprising, it's still strange to me that the post below would be filled with so much vitriol in the comments section. ‍ We are hybrid (remote + 2 offices, where we do 3-4 day...

Something I've observed recently in LP land (particularly among family offices and the wealth channel when it comes to VC). Before this year, most LPs were interested mainly in seed and early-stag...

The truth about AI and VC today. 1) Raising a VC round right now, unless you are an AI company, is harder than it has ever been. Nearly all investor attention has shifted to AI businesses showin...

🎙️ Rob Go wrote a great 3-part article on the change happening in Venture Capital and the potential for existential risk elements to the seed stage manager market. I reached out to him to go deep...

I have an affinity for VC Emerging GPs. But raising a fund is really hard today, given the concentration of capital. Here are some things that I see managers do that should generally be 𝗮𝘃𝗼𝗶𝗱𝗲𝗱:...

Venture has trifurcated into 𝘁𝗵𝗿𝗲𝗲 𝗱𝗶𝘀𝘁𝗶𝗻𝗰𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀. Each has a different playbook. 𝗣𝗹𝗮𝘆 𝟭: 𝗦𝗺𝗮𝗹𝗹𝗲𝘀𝘁 𝗳𝘂𝗻𝗱𝘀, 𝗲𝗮𝗿𝗹𝗶𝗲𝘀𝘁 𝘀𝘁𝗮𝗴𝗲 (𝗽𝗿𝗲-𝘀𝗲𝗲𝗱/𝘁𝗿𝘂𝗲 𝘀𝗲𝗲𝗱) Need to truly go early. Invest at pre-seed and t...

Dynasty Financial Partners has been a tremendous partner to Allocate, and glad to see Michael Mignano from Lightspeed Join Peter Epstein to discuss the shift AI is creating within consumer. It's v...

“Return free risk.” That is how Sequoia's Roelof Botha recently described the state of venture capital, with too much money chasing too few high-quality opportunities. This was the main theme in...

Fund sizes in VC often act as a decision factor for LPs. Specifically, many have decided that big is bad and small is good. This is far too simple a heuristic, as the "VC" definition now is more co...