Issue #3
The Death of the $100M ARR Milestone
Why $100M ARR lost its magic number status, and the new benchmarks VCs use to evaluate growth-stage companies.
The VC Beast Brief
Know which VC funds filed with the SEC this month, before anyone announces them.
Every new venture fund files a Form D before it closes. We read every filing, match it to the firm behind it, and send you what changed.
Matched against 1,129 VC firm profiles and 1,384 investors.
- The monthly New VC Funds Filed report: every venture fund that filed a Form D that month
- The Form D Radar brief: fund sizes and momentum by strategy
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New VC funds, from the SEC
Know which VC funds filed with the SEC this month, before anyone announces them
Every new venture fund files a Form D before it closes. We read every filing, match it to the firm behind it, and send you what changed.
- The monthly New VC Funds Filed report: every venture fund that filed a Form D that month
- The Form D Radar brief: fund sizes and momentum by strategy
- Built from SEC EDGAR primary sources, not scraped guesses
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Past Issues
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Latest Edition · Issue #4
The Quiet Rise of Revenue-Based Financing in VC
Revenue-based financing grew 340% in 2025. Is non-dilutive capital the future — or a trap for founders who can't read the fine print?
Read it →
Issue #2
The LP Revolt: Why Fund Managers Are Sweating Fund III
LP re-up rates dropped to 58% — the lowest in a decade. What this means for emerging managers and the next vintage of funds.
Issue #1
The AI Funding Slowdown Nobody's Talking About
AI deal volume dropped 23% in Q1 while check sizes hit record highs. What the divergence signals for founders and investors.
What subscribers get
Monthly, by email
New VC Funds Filed
Every venture fund that filed an original Form D with the SEC that month: sponsor, location, disclosed offering, first-time or repeat sponsor, and an EDGAR link for each, in your inbox each month.
On the site, linked from every edition
Form D Radar
Fund sizes and momentum by strategy, built from our Form D warehouse. The radar is where the monthly numbers sit in context.
Mondays, separate signup
The VC job alert
The roles venture firms opened that week, read from the firms' own job boards and linked to each firm's posting. Sign up on the jobs page with one field.
Coming
Deals (coming)
A weekly email of the rounds venture firms led, cross-checked against filings. Not sending yet; subscribers will get it when it launches.
Coming
Moves (coming)
Who joined, left or was promoted at venture firms. Not sending yet; subscribers will get it when it launches.