some thoughts on recent seed price movements, but nothing particularly new for ppl in the vc discourse seed rounds have always been option p…

some thoughts on recent seed price movements, but nothing particularly new for ppl in the vc discourse seed rounds have always been option purchases for large firms, but the amount of $$ being thrown and acceptable valuations have skyrocketed for these option purchases breaks fund math for those without mega funds to participate in those same deals

Fundamental Truths in VC today (as I see them) 1/ The barbell between large and small firms is as wide as it's ever been. These are genuinel…
what in the portfolio construction is this
this is my sortable table of all portfolio companies with revenue, burn, runway, cash in bank, total raise, raise status, # interactions, # …
'how can i help?' i analyzed 100 asks from portfolio companies identified in notes and emails to see what they asked 26% specific person int…
introduced our new portfolio monitoring tool reads attio (crm), gmail, and granola notes, extracts data, and turns it into a timeline of qua…
i can't believe i didn't have this before, but i can now see (and show) revenue growth across each fund's portfolio

Source: Yohei Nakajima (X) | 2026-04-28

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