Essay
Published a fundraising essay updating Founder Collective's prior against defensive raises amid a harder-to-read Series A and B market.
Defensive Fundraising Is Anxiety Dressed as Strategy (But Maybe the Anxiety Isn’t Wrong)
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Defensive Fundraising Is Anxiety Dressed as Strategy (But Maybe the Anxiety Isn’t Wrong)
Dumb Hardware Depreciates. Smart Hardware Compounds.
6 Takeaways from Collective Future NYC
The Buy Window
WHOOP
Shield AI
Mercenary Capital vs. Mercenary Equity: The Death of the Venture Social Contract
Stop Coding, Start Calling: How MediaRadar's Founder De-Risks Startups
Why Hardware Is Back in Vogue: Building Defensible Moats in the AI Era
Suno
Rebar
OLIX
Dave Bisceglia joined as partner
Eric Paley stepped down as Partner