@TheFundCFO Newsletter
Doug Dyer, KeziahLearn How to Build World-Class VC Fund Finance & Back Office Systems. Playbooks, Models, Interviews w/ Top VC GPs, CFOs/Finance Pros, and LP Investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 356 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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thefundcfo.substack.comLatest Issues
#347: SpaceX IPO & DPI Timeline (When?)
Happy Thursday! Today we look at the SpaceX IPO liquidity timeline.
Happy Thursday! Today we look at the SpaceX IPO liquidity timeline. Thomas Laffont of Coatue recently highlighted how upcoming AI and SpaceX IPOs could reshape venture liq...
#346: SpaceX IPO Impacts / Big Winners
Happy Tuesday! Today we highlight SpaceX IPO impacts / big winners. Shout out to Old Well Labs (OWL Insights) and their analysis. The SpaceX IPO likely leads to one of the largest wealth-creation events in venture capital history. Who wins?...
#345: 5 Venture Themes That Defined May 2026
Happy Thursday!
Happy Thursday! May brought a wave of venture reports from PitchBook, Carta, CB Insights, Altss, and IPEM. Despite covering different topics, the data repeatedly pointed toward the same conclusions. Here are the five bigges...
#344: VC Is Going Longer-Duration...
Happy Tuesday! Stanford GSB’s latest Venture Capital Initiative report, Unlocking Liquidity and Growth shows how dramatically venture markets have changed over the past 15 years. Global VC assets under management grew from ~$507B in 2008 to...
#343: Venture Returns Continue Recovering
Happy Thursday!
Happy Thursday! PitchBook’s Q1 2026 US VC Valuations and Returns Report showed venture markets continuing to recover. Rolling one-year IRR improved to ~14.6%, venture market value reached ~$9.4T, and valuations continued ri...
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Founder @AirstreamAlpha | CFO | Investor | Ex-LP @$2b+ E&F | Traveler | Alum @UNC @KenanFlagler @KelloggSchool | Tweets = My opinions/Not financial advice
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