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 45/ 46:
Fundraising & LP Relations
Investors emphasized capital efficiency and realistic return expectations amid valuation compression
LPs pushed for transparency around fund economics, pacing decisions, and reserve allocation frameworks
Smaller, focused funds were highlighted as outperformers due to sharper theses and lean operating models
Fund managers discussed new digital tools for LP communication, reporting automation, and data transparency
Emerging managers stressed trust-based LP relationships, prioritizing depth over speed of expansion
Venture Strategy & Portfolio Design
The “fantasy VC portfolio” framework gained momentum as a discipline mechanism for emerging investors
Portfolio construction levers such as check sizing, reserves, and diversification were reframed as performance drivers
Capital allocation models converged toward smaller, faster, and more thematic fund designs
Calls for valuation realism linked markdowns to improved risk hygiene, exit predictability, and downside protection
Founder Guidance & Pitching
Founders were reminded that VCs optimize for 100x upside potential, not narrative-driven sentiment
Investor scorecards broke down evaluation criteria across team quality, traction rigor, and market readiness
Evidence-based storytelling replaced vision-heavy, low-data pitch formats as the preferred mode
VC partners reinforced the importance of scouting discipline, memo writing strength, and consistent cold outreach for career progression
Corporate VC & Strategic Partnerships
Energy and industrial corporates emerged as active CVC investors seeking innovation and future capability building
Strategic partnerships were framed as learning vehicles rather than pure financial instruments
TotalEnergies’ CVC repositioning illustrated alignment between corporate objectives and startup agility
AI & Deeptech Momentum
AI continued as the most cross-cutting investment lens, shaping theses from productivity tools to cybersecurity
Commentary reflected a shift from hype to operational depth, focusing diligence on model defensibility and data pipelines
Investors stressed that AI value creation depends on workflow integration rather than standalone algorithmic novelty
Macro & Market Context
Market discussions noted ongoing disconnect between private valuations and subdued public exits
Return expectations were recalibrated toward steady compounding instead of extreme outlier dependence
Tone across posts suggested capital scarcity is driving healthier discipline, sharper fund differentiation, and more selective deployment
Want to see the posts voices behind this summary?
This week’s roundup (CW 45/ 46) brings you the Best of LinkedIn on Venture Capital.
→ 61 handpicked posts that cut through the noise
→ 33 fresh voices worth following
→ 1 deep dive you don’t want to miss