Building Where Venture Forgot How To

Somewhere along the way VC became corporate. f*ck that.

This week, I asked a simple question:
When did VC become so corporate? (here is the linkedin post)

The response said everything.

Founders, operators, athletes, and even other investors all echoed the same sentiment: early-stage investing has drifted into a world of committees, checklists, and underwriting frameworks that don’t make sense at zero-to-one.

Somehow we ended up in a place where pre-seed founders are told:
“We couldn’t map this to $100M in revenue.”

Before a product exists.
Before customers exist.
Before there’s anything to map.

It’s a strange place for venture to be.
Reset time?

Oh and founders….don’t think I’m letting you off the hook either.

🧠 What venture actually is…

Early-stage investing isn’t corporate underwriting.
It isn’t risk elimination.
It isn’t about certainty.

Early stage is:

  • backing founders before revenue shows up

  • reading markets through experience, not reports

  • understanding customers from real conversations

  • seeing around corners because you've been there

  • betting on judgment, resilience, and clarity

  • believing in the people before the numbers show up

Somewhere along the way, we forgot that.

What founders deserve

Founders deserve investors who actually show up.

Investors who:

  • ask real questions…things like GTM, experience, product

  • get into the trenches and help build

  • understand that zero-to-one is nonlinear

  • know the difference between experimentation and chaos

  • care about the long-term, not just the next round

  • partner early — before “traction” and “fantasy MRR”

Founders deserve investors who understand the work because they’ve done the work. Fun fact: 7% of VC’s have ever run a venture backed startup….RIP

When venture becomes too corporate, founders spend their time explaining the unexplainable.
When venture stays hands-on, aligned, and operator-led, founders get partners — not gatekeepers.

👀 A truth founders need to hear…

There’s another side to this conversation — and it’s just as important:

Raising a big round doesn’t mean anything.
Not by itself. I’ve seen plenty of $3M seed rounds go to nothing because the wrong people were involved, or the GTM was shit, or the team maybe bluffed a bit too much…make sure to leave your ego at the door. (I have seen too many egos I assure you it never works in your favor)

Capital is not the win.
Capital is a resource. And a temporary one at best.

If you haven’t identified a real problem, solved it deeply, and understood your market better than anyone else, the size of your raise won’t save you.

Truth:

I can’t help a founder who doesn’t understand their own landscape.
I can’t stand beside someone who hasn’t done the real work.
And I can’t back a team who isn’t uniquely positioned to win.

You have to:

  • know your customer at a deeper level

  • own your competitive landscape

  • be tighter in your thinking than anyone else

  • show clarity, realism, and conviction

  • demonstrate why you are the one to solve this

Because here’s what happens too often:

A founder walks in with a “revolutionary idea” —
…but they haven’t talked to customers,
…they haven’t analyzed competitors,
…they don’t understand how buyers purchase,
…their plan is vague or copy-pasted,
…or three other teams pitched me the same idea that week and each one sounded the same.

Just because you think your idea is “disruptive” doesn’t mean it is.
(And please — avoid the buzzwords. Everyone sees through them...if they don’t then well….reference the first paragraph in this section)

Execution > hype
Understanding > optimism
Strategy > charisma
Clarity > slogans

Founders deserve better investors.
And investors deserve better-prepared founders.
This game is long — and it demands excellence from both sides.

Where the industry needs to go next

The future of venture won’t be built on more filters, more forms, more committees, or more corporate structures.

The future belongs to investors who:

  • build with founders

  • understand real markets

  • move quickly

  • cut through noise

  • support early

  • operate deeply

  • and have the conviction to lead without waiting for consensus

This is the version of venture that actually works.
It’s the version the ecosystem is asking for — loudly.
And it’s the version the next breakout companies will come from.

😎Now…my lasting $0.02

sports tech landscape image credit Houlihan Lokey

Venture only works when both sides do the real work. Investors need to stop pretending early-stage companies should look like late-stage ones, and founders need to stop thinking capital is a substitute for clarity or execution. If we can get back to honest conversations, real partnership, and actual building, this industry becomes a whole lot more powerful — and a whole lot more human.

Stay tuned for more

I won’t use the catchy “revolutionary” “big” “massive” tag lines…but its probably an okay thing.