Rethinking Venture Capital

Venture Capital

Rohit Yadav

Research

134 Pages

This research urges venture capital (VC) stakeholders to revisit traditional VC assumptions and frameworks in light of recent market shifts and structural challenges. It emphasizes strategy over tactics, pushing for a deeper analysis of how capital is deployed across time, innovation cycles, and evolving ecosystems. The goal is to align capital formation with long-term economic value creation.

Key Takeaways

Rethink growth assumptions: The paper calls for more nuance in evaluating TAM, go-to-market efficiency, and capital efficiency across sectors.
Ecosystem context matters: It highlights the importance of geography, talent networks, and regulatory dynamics in shaping outcomes.
Strategic pacing over spray-and-pray: Advocates for capital pacing and patient scaling instead of chasing valuation spikes or short-term exits.
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