Hitting Escape Velocity

Venture capital’s “exit” is only the beginning for generational companies

Mar 8 • Dan Gray

13

2

Nobody's Darlings

Analysing one of venture capital's premiere debut funds: Mucker Capital Fund 1

Mar 1 • Dan Gray

17

1

3

February 2026

No Crying in the Casino

How financialisation taps into our gambling gene - and damages economic productivity

Feb 22 • Dan Gray

29

8

8

In Support of the Current Thing

I need to say something that might be uncomfortable.

Feb 15 • Dan Gray

19

4

1

Too Big to Succeed

Emerging Managers in Venture Capital are underfunded. They deliver better financial results and are also important drivers of human progress

Feb 8 • Dan Gray

22

3

Investing in AI Rollups

Software is finally eating services - what does a successful investment in this space look like?

Feb 1 • Patrick Ryan

16

January 2026

The Origins of Alpha

The Emerging Manager’s Guide to Origination

Jan 25 • Dan Gray

25

6

6

The Reserves Paradox

The Emerging Manager's Guide to Reserves in Venture Capital

Jan 14 • Dan Gray

11

4

2

Last chance saloon

There has never been a better time to start building an investment firm or a company. In fact, everything you hold dear depends on it.

Jan 13 • Patrick Ryan

6

1

October 2025

What happened to the future?

On the stagnation of venture capital, the would-be fuel of progress

Oct 29, 2025 • Dan Gray

5

1

2

Money Chasing Deals

Dan Gray on why private markets are horribly inefficient

Oct 19, 2025 • Patrick Ryan and Dan Gray

14

3

2

February 2025

No, you shouldn't raise a fund

thoughts on a better path for emerging managers & solo GPs

Feb 9, 2025 • Patrick Ryan

7

1