Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
If you prefer listening, check out our podcast summarizing the most relevant insights from Venture Capital CW 03/ 04:
Capital concentration and selectivity
Venture capital is concentrating into fewer companies with higher conviction and larger average ticket sizes
Late-stage and mega-rounds dominate allocation, signaling preference for scale-ready assets over experimentation
Fundraising constraints increase pressure on sourcing quality and investment committee thresholds
Exit visibility and liquidity pathways increasingly shape capital deployment decisions
AI and infrastructure as primary investment magnets
AI-first companies attract a disproportionate share of venture capital across regions and stages
Infrastructure layers are favored over application-only models due to monetization clarity
US AI investment scale materially outpaces Europe, widening capital and exit gaps
European AI funding persists but remains structurally smaller and more selective
Middle East emergence as a structural VC outlier
Saudi Arabia leads MENA venture activity through policy alignment and sovereign capital support
Record funding levels reflect ecosystem maturity rather than cyclical rebound
Mega-rounds and rising investor participation indicate growing scale readiness
Market focus shifts from fundraising success to exits, M&A, and secondaries
Regional divergence across venture ecosystems
US venture capital benefits from predictable exits, liquidity depth, and AI leadership
Europe shows resilience but faces decade-low fundraising and slower capital recycling
Emerging hubs demonstrate sector depth but limited late-stage scaling capacity
Capital flows increasingly favor ecosystems with integrated policy, talent, and exits
Sector rotation and changing investment priorities
Agtech shows recovery through higher capital concentration despite lower deal volume
Foodtech investment rotates toward production and infrastructure layers
Consumer and CPG venture funding faces structural compression and consolidation pressure
Sector attractiveness is increasingly defined by defensibility and unit economics
Venture operating model evolution
Funds adopt data-driven sourcing and AI-supported screening to manage scale
Funnel transparency highlights the widening gap between opportunities and investments
Decision velocity varies significantly, favoring prepared and conviction-led founders
Signal quality and outreach efficiency become competitive differentiators
Founder access versus ownership conversion
Early-stage founder participation continues to expand across ecosystems
Increased pitching activity does not translate proportionally into capital allocation
Reverse pitching and investor education improve market transparency
Allocation bottlenecks persist at decision and ownership stages
Shift from recovery narrative to discipline
Investor sentiment reflects cautious optimism grounded in fundamentals
Private markets outperform public markets, reinforcing long-term venture relevance
Capital increasingly rewards quality assets while marginal projects are filtered out
The next venture cycle is defined by exits, consolidation, and execution rigor
Want to see the posts voices behind this summary?
This week’s roundup (CW 03/ 04) brings you the Best of LinkedIn on Venture Capital.
→ 64 handpicked posts that cut through the noise
→ 37 fresh voices worth followin
→ 1 deep dive you don’t want to miss