AI is Redefining How Startups Scale
Advancements in generative Artificial Intelligence (“AI”) and large language models are enabling early-stage companies to scale faster than ever before. Venture investors who can identify and access...
Regulatory Fog Is Lifting: Blockchain's Institutional Moment
The 2024 U.S. elections appear to have signaled a watershed moment for the blockchain industry. With a new wave of pro-innovation policymakers entering office, the regulatory and political landscape...
Charting the Course: Where Generative AI Could Be a Game-Changer
The rise of generative artificial intelligence (AI) in creating text, images, music, and videos marks a new technological era. Incumbent business leaders are eager to incorporate this technology to...
Is the Generative AI Opportunity Bigger than the Software and IT Markets?
We are entering the next phase where start-ups harnessing generative AI opportunities possess the potential to fundamentally re-invent the $65T services market. This opportunity represents more than...
Are Mega-Cap Technology Stocks Enough to Ride the AI Wave?
The past 18 months have witnessed the dominance of a small group of tech stocks in the U.S. equity market. Collectively dubbed the Magnificent Seven (Mag 7)1, these stocks as a basket have...
Will AI Save the World or Ruin It?
Commonfund hosted its annual Commonfund Forum, March 10-12th, in Orlando, Florida. The agenda included a range of sessions on relevant topics for institutional investors. This Forum Spotlight...
Venture Capital Valuation "Marks": What’s in Your Wallet?
In order to underwrite new commitments in an uncertain market environment, it is critical to normalize valuation methodologies and deeply analyze underlying portfolio companies.
Is Venture Capital Going Back to the Future? Reemergence of the Power Law of Returns
The importance of manager selection is back.
Is Now the Right Time to Invest in Venture Capital?
History has shown corrections can be a catalyst for opportunity The news cycle and leading economic factors have caused institutional investors to ponder their portfolio allocations in the short run...
Why Does Blockchain Matter?
We believe there is a generational platform shift underway in technology and its magnitude of impact could be as transformational as was the birth of the internet — and it is transparent,...
The Tech Effect and Direct Venture Growth Investing
The venture growth and late stage venture capital (“VC”) market has matured over the last 10 years, and direct investing has emerged as an attractive strategy for Limited Partners (“LPs”) to...
Commonfund OCIO Point of View