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#213 State of VC & Impact on DPI / Fund Models

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#246: 🎧 LPs, Solo GPs, and the Power Law: Michael Kim on Backing the Best
In this rare LP-side deep dive, Turner Novak interviews Michael Kim, founder of Cendana Capital, one of the most influential limited partners backing…
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Doug Dyer
May Recap: VCs -> RIAs, LP patience, small fund power, and more
One of the most useful things about stepping back is seeing not just what’s happening—but what’s compounding.
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Doug Dyer
#244 – Small Funds, Big Wins: The Case for Lean Venture Strategies
If you’ve been following along—#218, #219, and #223—you already know the thesis: smaller is not a bug in venture capital; it’s a feature.
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Doug Dyer
#243: Tech IPOs Are Coming Back. Slowly. AI Might Lead.
After a multiyear freeze, the tech IPO market is showing early signs of a thaw in 2025.
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Doug Dyer
#242 The New Operating System for Venture
Last week, we unpacked Lightspeed’s quiet leap into RIA territory.
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Doug Dyer
#241 Mid-Quarter Check-In: RIA Era, Secondary Power Plays, and a Shifting Stack
We’re halfway through Q2.
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Doug Dyer
#240 VC's Becoming RIA's
Lightspeed becomes an RIA—and venture enters its next era.
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Doug Dyer
#239 April Recap: Broken Lines, Secondaries & Spring Swings
April was anything but boring.
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Doug Dyer
#238 IPO Window, Tariffs & AI (Spring 2025)
Spring brought IPO hope, AI capital, and private market gains. Then volatility, tariffs, fear. But now maybe we're back and going up?!
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Doug Dyer
@TheFundCFO Newsletter
Learn How to Build World-Class VC Fund Finance & Back Office Systems. Playbooks, Models, Interviews w/ Top VC GPs, CFOs/Finance Pros, and LP Investors.
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