Substack

Chapter One Invests In Ragie

Chapter One Invests in Hyperbolic

Horizontal AI Infra & "Why Now"

Reflecting on the fleeting nature of dynasties and cherishing moments of greatness

The End of a Warriors Era

Highlights from the AI Engineer World’s Fair

Some Thoughts On Agents

Medium

Data-Driven Deal Evaluation using PyPI Public Dataset

Can Distributed Teams Work?

Building A Venture Firm

Enterprise AI: Building High-Trust Systems

Who Is Investing @ Pre-Seed?

Bunco: The Perfect Game for Networking

Streamlining Data Workflows + URL Extractions

Quick Scripts & Tricks

The Future of UI/UX with TLDraw

"Chips and Chicks"--All-level Poker Series

The frontier tech vendor services platform.

Featuring: Mosaia

Analysis of YC's Latest W24 Batch

Podcast

A Conversation with Bryan Johnson

A Substack for Venture Market Maps

How to give your brand a heartbeat and bring it to life.

Build-A-Brand

A Website for Venture Market Maps

10 guiding principles to help you create contagious conviction on pitch calls.

The Art of Pitching

Chapter One: "Product Market Fit" LP Summit Recap

A Strategic Guide for Maximum Efficiency and Innovation.

Optimizing Your Operations Tech Stack

Charting Your Course from the Back Office.

The Flight Path to Startup Success

Regulatory for VC Funds, CFO Edition

Finding the Perfect Design Partner for your Startup.

Design in Venture

Anthony &ldquo;Pomp&rdquo; Pompliano is an entrepreneur and technology investor. He runs his family office which makes private investments, along with owning majority stakes in a number of operating businesses.

A Conversation with Anthony Pompliano

&nbsp;Lessons from Baseball for the New Year in Venture Capital.

Swinging for the Fences

Bryan Caplan is a Professor of Economics at George Mason University and a New York Times Bestselling author.

A Conversation with Bryan Caplan

Delian Asparouhov is the co-founder, President and Chairman of Varda Space Industries, a company building spacecraft to manufacture materials in microgravity that are difficult or impossible to produce on Earth&mdash; starting with pharmaceuticals. He&rsquo;s also a Partner at Founders Fund.

A Conversation with Delian Asparouhov

Robin Hanson is a professor at George Mason University and researcher at the Future of Humanity Institute at Oxford.

A Conversation with Robin Hanson

Chris Mason&nbsp;is a professor of Genomics, Physiology, and Biophysics at&nbsp;Weill Cornell Medicine. He is also one of the founding Directors of the WorldQuant Initiative for Quantitative Prediction.

A Conversation with Chris Mason

Navigating Cash as a First Time Co-Founder.

Co-Founder Relationships

Keith Rabois is a General Partner at Founders Fund and the CEO of OpenStore, which acquires small direct-to-consumer businesses.&nbsp;

A Conversation with Keith Rabois

Bradley Tusk is a venture capitalist, political strategist, philanthropist and writer.

A Conversation with Bradley Tusk

Jeff Morris Jr is the Managing Partner at Chapter One, an early stage venture capital fund. He&rsquo;s formerly the VP of Product and Revenue at Tinder, which he helped scale to become the #1 grossing app in the world.

A Conversation with Jeff Morris, Jr.

A Deep Dive into Q3 2023’s Funding Landscape

A new generation of venture capitalists experienced their first market crash. Those who survive can become better investors.

Bear Necessities

The conversation that founders and investors should be having - but are often afraid to bring up.

Should We Pivot?

List Inspired by Olivia Moore&rsquo;s a16z Article.

Exploring the Top 50 Generative AI Consumer Companies

A firsthand perspective on waking up to find out Facebook is your new competitor - and how X must feel right now.

When Facebook Tried to Kill Tinder

Venture Narrative Whiplash

Commentary on IPO Predictions for 2024.

Betting on the Future

"Learning From Failure"

Google Spreadsheet Authentication and Automation with Python

SF to London

We announce our participation in Metal's Round.

Mirror

Chapter One Invests in Metal

EtherFi Dashboard

Series-A Web3 Venture Report — Q1–2023

Excerpts from our Limited Partner Letter - Fund One, March 2023.

Getting Hit by the AI Lucky Truck

Are Decentralized Casinos Fair?

Chapter One Invests in ether.fi

CFO Monday Macro

No Rush to Deploy $300B of Dry Powder

VC's in 2023

VC Resource Wed: More Fund Models!

AI Takeover & Impact on VC Funds

VC Resource Wednesday: Fund Models

Top 5 macro indicators we're watching

CFO Midnight Macro

Power Outages & Playbook Execution

Chapter One Invests in Squid

VC Resource Wednesday: #OpenLP

CFO Monthly Monday - January 2023

Chapter One Invests in Hexens

VC Resource Wednesday: Signature Block

VC Key Terms For Emerging Managers

You asked for it! Making our most requested templates available here!

VC Fund Model & Budget - Free Download

14 years after the first mention of Bitcoin, Twitter is the most important web2 social platform for crypto. But Twitter and crypto are stuck in an awkward relationship.

Does Elon Care About Crypto?

Now Exceed Mastercard, American Express, and Discover.

Stablecoin Volumes

Our take + new insights from 20VC's Harry Stebbings

VC Fundraising in 2023

A Very Quiet NFT Rally

The App Store was released 15 years ago and revenue is slowing down, while founders are struggling to build venture-scale ideas.

Has Every App Been Built?

OpenAI &amp; ChatGPT have traction at the very moment when venture capitalists need a platform shift.

Desperate Times, Platform Shifts, and New Narratives

There are reasons to be optimistic as many of the largest web2 companies and mainstream brands enter web3 in 2023.

Optimism in Web3

CFO Macro: 2022 vs. 2023

VC Valuation Resources & Policies @ Q4

The Playbook + VC Budget Template

We asked the AI-powered ChatGPT for their take :)

How to Be a Great VC CFO

Dune Queries for On-Chain NFT Analysis.

Blockchain Analytics 101

Apply the checklist + software principles to position your fund for growth in 2023

Year-End PE/VC CFO/Finance Checklist

Crowdsourced knowledge from experienced GPs &amp; LPs, all in one place!

VC CFO Insights From Weekend Fund

Web3 Retention

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 On founding versus Investing, parenting, indexing knowledge, collective intelligence, and good questions.
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A Conversation with Sari Azout

Effectively managing #VC fund (or any fund) launch

Point Fund Launch Checklist (3.0)

Every business (including VC funds) should have a set of metrics that it tracks regularly

Monthly Metrics Matter! Just Do It!

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 On optimism, progress in technology, drivers of stagnation, and how to think about innovation.
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A Conversation with Jason Crawford

Farcaster

VC Fundraising 101

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 On Immortal societies, civilizational decline, the longevity of information, and academia.
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A Conversation with Samo Burja

Redefining Product-Market Fit in web3.

Crypto Market Fit

Chapter One Invests in Helius

Insights from Tactyc founder Anubhav Srivastava on VC fund portfolio construction

Next Level Portfolio Construction w/ Software - Why It Matters

Chapter One Invests in Bond Protocol’s Seed Round

Apply product sprints and the Q4 checklist to close the year strong in finance

Q4 & The Year-End Sprint

Recapping one year of writing + all the articles published for reference!

@TheFundCFO Newsletter: Year 1

Use a simple RTF calculator (linked below) to make superior investment decisions

RTF (Return The Fund) Math

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 On apologies, academia, quitting, critical thinking, and scaling great ideas.
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A Conversation with John List

Short and sweet! Expert resources &amp; insights for valuing your PE/VC portfolio

Quarterly Valuation Time!

Going Deep (2.0) & Full-Time CFO Thoughts

Announcements

Perspectives

Analyses

Podcasts

Products

Tome

Keith Peiris

Writing

We have a product-minded approach to venture capital, made to reflect the needs of modern founders. We are excited to share our perspectives on the company building journey in the stories we write.

Our Writing