Quantum Insights
QUANTUM / QUANTUM INSIGHTSResearch for founders, funds and investors.
Ideas, market perspectives and investment intelligence from the worlds of venture capital, healthcare and technology.
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Venture Capital · October 1, 2026
Raising Capital From Corporate Venture Arms
Corporate venture capital has become a significant and increasingly permanent part of the startup financing ecosystem. Nearly every large technology company, and a growing number of industrial, healthcare, and financial services firms, now operates a dedicated investment arm — think Google's GV, Salesforce Ventures, Intel […]
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Venture Capital · September 15, 2026
Top US Cybersecurity VCs in 2026
Cybersecurity has become one of the most durable venture categories, driven by relentless growth in cloud adoption, AI-generated attack surfaces, and tightening regulatory requirements around data protection. A dedicated group of specialist investors — many staffed by former CISOs, security engineers, and intelligence-community veterans — […]
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Valuation · September 1, 2026
Biotech Startup Valuation: rNPV in Practice
Valuing a biotech startup is unlike valuing almost any other kind of company. There's often no revenue, sometimes no product candidate that has reached the clinic, and the central question investors are trying to answer isn't "how fast is this growing" but "what is the […]
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Venture Capital · August 15, 2026
Top US Climate Tech VCs in 2026
Climate tech investing has matured considerably from its "cleantech 1.0" days. Today's climate investors fund a much wider range of businesses — from hardware-intensive energy storage and industrial decarbonization companies to climate software platforms tracking emissions and energy use — and many have built multi-billion-dollar […]
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Fundraising · August 1, 2026
Startup Financial Model Essentials for Fundraising
A financial model is one of the first things sophisticated investors will ask to see, and one of the most common places early-stage founders lose credibility. A model that's overly complex, internally inconsistent, or built around unsupported assumptions signals to investors that the founder either […]
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Venture Capital · July 15, 2026
Top US Vertical SaaS VCs in 2026
Vertical SaaS — software built for the specific workflows of a single industry rather than a horizontal function — has produced some of the most durable software businesses of the last decade, from Veeva in life sciences to Toast in restaurants to ServiceTitan in home […]
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Fundraising · July 1, 2026
Bridge Rounds: When and How to Raise Them
Bridge rounds carry a stigma in venture capital — they're often read as a signal that a company couldn't raise a "real" round. But in practice, bridge financing is a normal and sometimes essential tool for extending runway between priced rounds, especially in a market […]
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Venture Capital · June 15, 2026
Top US Defense Tech VCs in 2026
Defense technology has moved from the fringes of venture capital to one of its most closely watched sectors. As defense budgets prioritize software-defined systems, autonomy, and dual-use hardware, a cohort of VC firms has built deep expertise in navigating government procurement cycles, export controls, and […]
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Fundraising · June 1, 2026
Anti-Dilution Provisions Explained
Anti-dilution provisions are among the most technical — and most consequential — terms in a venture financing document. They're designed to protect investors if the company later raises money at a lower valuation than the round they invested in, a scenario known as a "down […]
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Venture Capital · May 15, 2026
Top US Robotics VCs in 2026
Robotics has shifted from a niche hardware category to one of the most active frontiers in venture capital, driven by advances in machine learning, sensing, and actuation that have made general-purpose and industrial robots commercially viable at a scale that wasn't possible a decade ago. […]
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Fundraising · May 1, 2026
Pro Rata Rights Explained
Pro rata rights are one of the most common — and most misunderstood — provisions in venture financing documents. For founders, they determine who gets the first opportunity to participate in future rounds. For investors, they're often the single most important term for protecting ownership […]
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Venture Capital · April 15, 2026
Notable Medical Device VC Firms in 2026
Medical device investing sits at the intersection of engineering, clinical medicine, and regulatory strategy. Unlike therapeutics, device companies often reach commercial revenue faster, but they face their own gauntlet of FDA pathways (510(k), De Novo, or PMA), reimbursement coding, and clinical evidence generation. The investors […]
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