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Essays, notes & thinking as we build Daring Ventures

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Latest Issues

The Boardroom Effect

Startup and tech events tend to happen in the same places.

Coffee shops, event spaces, open-plan offices with tastefully understated Knoll furniture that belies how much ~~a large pension fund~~ this startup paid for it.

Not ours.

Let me...

7 days ago
1

Getting There First

tl;dr

  • It’s harder than ever to use cheap proxies to identify value.

  • Both sides now arrive over-produced: founders with demos and audiences, investors with decks of logos and intros.

  • Density is the question underneath: how muc...

14 days ago
3

For the record

tl;dr

  • AI made reasoning, orchestration, and translation abundant. Capability by itself is no longer evidence of a durable company.

  • The key diligence question is where “correct” lives: in the model, in the customer’s existing syste...

20 days ago
2

How a very small product can contain a very large company

tl;dr

  • Transmission separates rituals from habits. A habit dies with the person; a ritual belongs to a role and outlives whoever holds it.

  • Rituals reduce behavior change and increase adoption rates.

  • Venture-scale density = a s...

a month ago
4

Your Guide To Corporate Venture Capital

If you ask ten founders what corporate venture capital is, you’ll probably get ten different answers.

Some think CVCs are just traditional VCs backed by large corporations. Others assume every corporate investor is looking to acquire them...

a month ago
6
1

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  • Joseph Alalou

    General Partner at Daring Ventures

  • Maddi Holman
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