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GoingVC @Going_VC
Joined March 2019
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GoingVC@Going_VC
May 14
Early bird applications for our Flagship VC Program are now open. Join our growing network of VCs and accelerate your career today: goingvc.applytojob.com/apply…

GoingVC Cohort 19 Early-Bird Application Fall 2026 - GoingVC - Career Page

Apply to GoingVC Cohort 19 Early-Bird Application Fall 2026 at GoingVC in Remote.

goingvc.applytojob.com
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VC firms don't hire on a schedule. They hire when a fund closes or someone leaves. By the time a role is posted, the window is usually narrower than it looks. The candidates who tend to move fastest are the ones who were already doing the work.
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The pre-fund period in venture gets a fraction of the attention that fund mechanics do. But LP relationships, sourcing networks, domain depth, and investment track records are built over years — not assembled during a raise.
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Working inside a $25M seed fund and a $300M multi-stage platform builds entirely different instincts. Sourcing behavior, network density, pattern recognition, ownership logic — each fund size rewards a different approach.
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Most VCs focus on picking winners. The ones who build enduring firms focus on something harder: constructing the institution around the capital. Fund I: survive. Fund II: systematize. Fund III: scale. Fund IV: franchise. Each stage breaks a different thing. New post on GoingVC
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20% of VC firms survive Fund I → Fund IV. Only 1.7% become a franchise. That's seed-to-IPO odds — but for the fund itself. We broke down how it actually works: fund, firm, franchise, and the multi-vehicle structure nobody talks about. → goingvc.com #VC
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Revenue growth shows progress. Cost to acquire customers, retention, and margins explain sustainability. That’s where investors focus after the headline numbers.
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Not all metrics belong in every conversation. Early: traction. Diligence: unit economics and retention. After investment: execution against plan. Same business, different lens.
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Most VC metrics look strong on paper. Fewer hold up in cash. High TVPI with low DPI High IRR from early exits Context matters more than the headline number.
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VC performance isn’t one number. IRR = speed DPI = cash returned TVPI = total value RVPI = unrealized upside If you don’t read them together, you might not really understand the fund.
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Global VC investment crossed $500 billion in 2025 — the second-highest annual figure on record. Deal count was roughly flat, but total capital deployed jumped 50% year over year. Fewer deals, significantly more money. The market is concentrating, not shrinking. (via WilmerHale)
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New on the GoingVC blog — Adeola, pre-seed investor at Seae Ventures, on building a career in healthcare VC without a finance background, without connections, and without knowing what venture capital was until her junior year of college. Worth a read. [link]
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Adobe tried to buy Figma for $20B in 2022. Regulators blocked it. Figma went public in 2025 at a valuation nearly 3x that figure. That's not just a good outcome. That's what happens when a company enters exit discussions with a credible alternative.
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The IPO market grew 84% in proceeds last year. But the investors who did best weren't the ones who timed the window perfectly. They were the ones who designed the exit before the window opened. Float. Allocation. Lock-up structure. These are decisions, not defaults.
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AI investment is increasingly shaped by physical constraints. Data center power usage continues to rise, while grid expansion and permitting move slower. The bottleneck is no longer just compute. It’s energy. That shifts where real opportunities sit.
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A practical way to structure an investment thesis: • What’s already true • What’s uncertain • What you believe that isn’t priced in • What signals prove you right or wrong It turns a point of view into something you can test and refine.
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Large rounds are taking a bigger share of total venture funding. More capital is going into fewer companies. In that environment, access and timing matter more than coverage. Seeing the right deal early is more valuable than seeing every deal.
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Venture outcomes tend to be concentrated. A consistent pattern behind repeat performers: they operate with a clear investment thesis and apply it systematically. Stronger alignment: goingvc.com/post/the-thesis-…?

The Thesis-Driven VC: How to Truly Stand Out in a Crowded Market

goingvc.com
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China’s venture market is accelerating with strong state backing. VC funding is set to hit record levels in Q1 2026, driven by government-led investment into AI, robotics, and deep tech sectors.
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Capital concentration continues to reshape venture markets. A handful of mega-deals are driving overall funding totals, with large rounds skewing traditional VC metrics and dominating quarterly activity
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