Investment Research

How can you follow flows of capital?

Venture Capital

AI and crypto incentives has changed how capital is raised/invested.

1. Focus on recent raises, especially those in the last 1-3 months, for the most current trends.
2. Look for common themes or sectors among projects raising significant amounts.
3. Pay attention to which prominent VCs and investors are participating in rounds.
4. Note the stage of funding (seed, Series A, etc.) to gauge project maturity.
5. Compare raised amounts to industry averages to identify potentially over/undervalued projects.
6. Research the teams and backgrounds of projects raising large sums.
7. Look for raises in emerging technology areas or novel use cases.
8. Cross-reference raises with other metrics like TVL or user growth when possible.
9. Be aware of potential biases in self-reported data.
10. Use the raises data as a starting point for deeper research, not as definitive investment advice.

Context

• Research: Where are the most useful sources of information?
• Performance: What metrics matter?
• Toolkit: What tools do you need?