Most fund managers spend 80% of their time thinking about deals — sourcing, diligence, term sheets, portfolio support. LPs spend 80% of their evaluation time thinking about the fund manager. Not the portfolio. Not the thesis slide. The person and the team writing the checks....
Cap table management doesn’t get discussed nearly enough in Southeast Asia’s founder community — until it starts killing rounds. We’ve sat across the table from founders raising Series A and B who had done everything right in their business but had cap tables that made...
Most founders prepare a deck. Few prepare what matters before the deck opens. You spent three weeks on your pitch deck. You rehearsed the delivery. You got the intro. Here’s what we did before your calendar invite even landed: we Googled you. Then we looked...
The smartest LPs you’ve never heard of trimmed their China exposure in late 2024. They didn’t tell anyone. By Q2 2025, three Singapore family offices we work with had quietly re-weighted around 18% of their Asia VC allocation toward what we call the Singapore-India...
There is a particular kind of investor who has done everything right on paper. They have diversified across asset classes. They have parked capital in index funds, blue-chip equities, REITs, maybe a handful of bonds. Their portfolio looks balanced, conservative, and — on the surface...
A toxic complacency has formed within the boardrooms of Singapore, the skyscraper offices of Dubai, and the family offices of Palo Alto. Many sophisticated investors feel safe and secure they have gotten through the storm. On their diversified portfolios, they see large paper gains on...
The technology industry’s crying relief has gone ‘awe inspiring’, having gone through the trials and tribulations of 2022 and 2023, the prevailing argument at present is that the bear market is dead with whatever optimism exists is very tentative for an impending recovery. The technology...
A Tale of Two Markets: AI Feasting & Selective Climate Tech Remember when “diversification” meant trailing bets in fintech, SaaS or maybe some biotech? Simpler times. If you’re viewing the Q3 2025 numbers as we are, you’re feeling two competing emotions: breathless awe at AI’s...
The AI Revolution in Venture Capital: October 2025’s $1.2B Funding Surge Signals Transformative Era for Singapore’s Startup Ecosystem Date: October 30, 2025 | Author: Evolve Venture Capital Research Team October 2025 was the largest month for funding in the venture capital landscape, with artificial intelligence...
A New Era of AI-Driven Economies The global startup ecosystem is undergoing a powerful confluence of venture capital and artificial intelligence. Earlier this week, Dubai’s Crown Prince Sheikh Hamdan bin Mohammed bin Rashid Al Maktoum unveiled a significant initiative related to artificial intelligence: a large...
