Every Saturday
Capital
A portfolio page counts logos. We count positions. Every entry carries a round and a role, so a lead cheque and a late participation are never drawn the same way, and the syndicate structure underneath a category becomes visible.
Positions, not logos
| Role | How it is drawn |
|---|---|
| Lead | Solid. The firm authored the round |
| Co-lead | Solid. Shared authorship |
| Participant | Outlined. Present, not authoring |
| Follow-on only | Grey. Came in after the thesis was set |
| Seed or pre-seed only | Outlined, marked. Early and not since |
The calendar
Capital17 Oct 2026
Sequoia Capital
ScheduledSaturday
Capital24 Oct 2026
Nvidia NVentures
ScheduledSaturday
Capital31 Oct 2026
General Catalyst
ScheduledSaturday
Capital7 Nov 2026
Thrive Capital
ScheduledSaturday
Capital14 Nov 2026
Vista Equity Partners
ScheduledSaturday
Capital21 Nov 2026
Lightspeed Venture Partners
ScheduledSaturday
Capital28 Nov 2026
Salesforce Ventures
ScheduledSaturday
Capital5 Dec 2026
Index Ventures
ScheduledSaturday
Capital12 Dec 2026
ICONIQ Capital
ScheduledSaturday
Capital19 Dec 2026
Accel
ScheduledSaturday
Capital26 Dec 2026
Silver Lake
ScheduledSaturday
Capital2 Jan 2027
Menlo Ventures
ScheduledSaturday
Capital9 Jan 2027
Prosus and Naspers
ScheduledSaturday
Capital16 Jan 2027
Bessemer Venture Partners
ScheduledSaturday
Capital23 Jan 2027
Tiger Global
ScheduledSaturday
Capital30 Jan 2027
Khosla Ventures
ScheduledSaturday
Capital6 Feb 2027
Blackstone
ScheduledSaturday
Capital13 Feb 2027
Founders Fund
ScheduledSaturday
Capital20 Feb 2027
Temasek
ScheduledSaturday
Capital27 Feb 2027
Greylock
ScheduledSaturday
Capital6 Mar 2027
KKR
ScheduledSaturday
Capital13 Mar 2027
Benchmark
ScheduledSaturday
Capital20 Mar 2027
Mubadala
ScheduledSaturday
Capital27 Mar 2027
Kleiner Perkins
ScheduledSaturday
The weekly
Six pieces of research a week. One email on Sunday.
An organisation mapped, a failure documented, a category defined, an obligation explained, a company running AI in production, and an investor mapped by position. Free, and the archive is public.