Venture Capital Journal

Twitter stream for readers of Venture Capital Journal.

[Venture Capital Journal @VCJournal]

📊 Colorado PERA is weighing whether to pull back on private equity after underperformance, highlighting the broader debate over PE returns, liquidity and allocation strategy.

Read more: https://t.co/peCJUuvCrS

[Venture Capital Journal @VCJournal]

AI appetite isn't slowing.

Menlo Ventures has reportedly doubled the size of its Anthropic-focused co-investment vehicle after attracting more than $900m of LP demand ahead of the AI company's expected IPO.

Read the full story: https://t.co/BqPlbbi3cU

[Venture Capital Journal @VCJournal]

Revaia has appointed Benoît Seringe as partner and head of IR as it expands its global LP platform, with continuation vehicles becoming an increasingly important part of the liquidity toolkit.

Read more: https://t.co/0oJAgWlK0X

[Venture Capital Journal @VCJournal]

⚙️Venture's clearest path to liquidity may be companies solving infrastructure bottlenecks.

MEXT's acquisition by AMD highlights growing demand for technologies addressing memory, compute and capacity constraints across the AI stack.

Keep reading: https://t.co/TsabukNtDv

[Venture Capital Journal @VCJournal]

Most companies are experimenting with AI. Few are seeing meaningful returns.

PwC found only 12% of CEOs report AI delivering both cost and revenue gains. The challenge may be adoption, not technology.

See what VCs and founders are learning: https://t.co/irCEgqkpOp

[Venture Capital Journal @VCJournal]

The next wave of AI investing may be happening outside the software stack.

Base10 Partners has closed on $850m across two new funds targeting AI-driven automation across healthcare, logistics, finance, retail and construction.

Read more: https://t.co/aAjEJNPTF0

[Venture Capital Journal @VCJournal]

The British Business Bank plans to deploy £2bn a year into UK venture and growth funds over the next five years.

The strategy targets scale-up funding, emerging managers and greater pension fund participation in venture.

See what's changing in UK VC: https://t.co/WFvC6i9LKv

[Venture Capital Journal @VCJournal]

Align Ventures has raised $84.2m for Fund II, expanding its bets across AI, robotics and consumer brands.

The Miami-based firm counts Figure AI, Scout AI and Olipop among its portfolio, with recent exits including xAI, SpaceX and EquipmentShare.

More: https://t.co/7abYrLTTud

[Venture Capital Journal @VCJournal]

Women’s healthcare is emerging as a major venture opportunity.

Demographic trends, AI-enabled diagnostics, digital health adoption and persistent gaps in care are creating new opportunities across the sector.

See why investors are paying attention: https://t.co/mgmVTA9C92

[Venture Capital Journal @VCJournal]

Nature investing needs to move beyond "bees and trees," according to TNFD chair David Craig.

The bigger opportunity may be backing the technologies helping industries reduce nature-related risks and scale real-world impact.

Explore the discussion: https://t.co/FsL7r1i0TC

[Venture Capital Journal @VCJournal]

AI captured nearly half of all global start-up funding in 2025, according to Crunchbase.

More than $200bn flowed into AI across infrastructure, foundation models and applications, reshaping venture capital in the process.

Read more: https://t.co/Cu5A9eYp29

[Venture Capital Journal @VCJournal]

Europe’s AI opportunity may be shifting beyond language models.

Hoxton Ventures sees physical AI and life sciences AI as the next category battlegrounds where European start-ups can compete globally.

Read the article: https://t.co/Nq7McYz1OR

[Venture Capital Journal @VCJournal]

LP-led secondaries surpassed $100bn in deal volume last year, and many investors are returning to the market again and again.

The shift? Secondaries are becoming a strategic portfolio management tool, not just a liquidity solution.

Read more: https://t.co/09LOJupgUh

[Venture Capital Journal @VCJournal]

Teamworthy Ventures has raised $59.25m for Fund IV, putting it on track toward a $100m target.

The Nashville-based firm backs early-stage companies across fintech, health IT, edtech, marketplaces and more.

Read more: https://t.co/ALOBhckwWS

[Venture Capital Journal @VCJournal]

APG Asset Management says it is on track to reach its €10bn impact private equity target by 2030.

The Dutch pensions giant is broadening its strategy mix and working more closely with GPs to unlock impact investment opportunities.

Read more: https://t.co/rRrWULUIXU

[Venture Capital Journal @VCJournal]

Are investors undervaluing global start-ups? New analysis from Antler found a wide seed-stage valuation gap between US companies and those in emerging markets, creating what the firm sees as a potential valuation arbitrage opportunity. Read more: https://t.co/zCg7Q8YM4f

[Venture Capital Journal @VCJournal]

Can defense investing be considered sustainable? As LPs increase exposure to defense and dual-use technologies, ABN AMRO's Floris Lyppens argues investors should stop conflating security with ESG. Read more: https://t.co/O6EYKc85J1

[Venture Capital Journal @VCJournal]

Mouro Capital is expanding beyond Santander as it courts outside LPs for Fund III after securing a $400m first close. The fintech-focused VC firm is targeting institutions and family offices across the US, Europe and Latin America. Read more: https://t.co/Tek6a8r6sf

[Venture Capital Journal @VCJournal]

LAFPP approved up to $40m in commitments to Spark Capital’s latest venture and growth funds and is also evaluating opportunities with Lowercarbon and emerging manager Spotlight Venture Partners. Read more: https://t.co/UrLTXmNcBx

[Venture Capital Journal @VCJournal]

Software secondaries are getting harder to price as AI reshapes SaaS valuations, according to HarbourVest’s Jeff Keay. The key question: which software businesses benefit from AI, and which get disrupted? Read more:  https://t.co/viaODRcHtc