Seed stage

Seed is still an instrument problem before it is a story problem. Notes, SAFEs, caps, runway, vesting, and the first priced round sit here because that is the order a messy cap table actually breaks. I do not treat seed as a lifestyle round. If you are raising or advising a raise into U.S. or Mexican counsel, start with the paper, then the traction slide.

Seed articles here are paper and math: the note, the SAFE, the cap table, runway, and the first priced round. I keep them next to Series A because the hangover shows up there. If you are still deciding whether to raise, read runway and the instrument first, not the deck.

DeepTech Megachecks: CuspAI, Proxima Fusion, PsiQuantum, and Nearfield
AI AdvisoryMarket signal

DeepTech Megachecks: CuspAI, Proxima Fusion, PsiQuantum, and Nearfield

Four DeepTech rounds that matter for AI and software operators: CuspAI at $2.6B, Proxima Fusion at €2.4B, PsiQuantum at $7B, and Nearfield at $1.6B. Materials, fusion, quantum, and chip inspection are getting infrastructure-scale capital.

3 min readRead more →
MicroAGI's $55M Seed and Shift NYC: Robot Training Data Hits the Home and the Factory Floor
AI AdvisoryMarket signal

MicroAGI's $55M Seed and Shift NYC: Robot Training Data Hits the Home and the Factory Floor

Munich-based microagi raised $55M (Germany's largest seed) to scale robotics deployment, while its Shift app turns free NYC home cleanings into first-person training data. The round also mirrors a wider pattern: AI seed checks and valuations keep climbing.

4 min readRead more →
Beyond the Megarounds: Early-July Capital Flows to Physical AI and Vertical Agents
AI AdvisoryMarket signal

Beyond the Megarounds: Early-July Capital Flows to Physical AI and Vertical Agents

Away from the megarounds, early-July capital is flowing to physical AI and vertical agents, with Chinese strategic capital highly active and nine-figure Series A/B rounds now routine.

4 min readRead more →
Founder Vesting Schedules: Why They Matter and How to Structure Them
M&A, Partnering & Due DiligenceGuide

Founder Vesting Schedules: Why They Matter and How to Structure Them

Why founder vesting protects all parties, standard structures (4-year / 1-year cliff), acceleration clauses, and common negotiation points with investors.

9 min readRead more →
Series A Traction Metrics: What Investors Actually Want to See
M&A, Partnering & Due DiligenceGuide

Series A Traction Metrics: What Investors Actually Want to See

The specific metrics and milestones that Series A investors evaluate — MRR thresholds, growth rates, retention benchmarks, and market signals by vertical.

11 min readRead more →
Anti-Dilution Provisions: What Founders Need to Know
M&A, Partnering & Due DiligenceGuide

Anti-Dilution Provisions: What Founders Need to Know

How anti-dilution provisions work, the difference between full ratchet and weighted average, and how they affect founders in a down round.

10 min readRead more →
Bridge Rounds: When to Use Them and How to Structure Them
M&A, Partnering & Due DiligenceGuide

Bridge Rounds: When to Use Them and How to Structure Them

When bridge financing makes sense, how to structure it to avoid unfavorable terms, and the signals investors look for before participating.

9 min readRead more →
Startup Runway: How to Calculate It and How to Extend It
M&A, Partnering & Due DiligenceGuide

Startup Runway: How to Calculate It and How to Extend It

How to calculate your startup's runway, what benchmarks matter at each stage, and tactical strategies for extending it without sacrificing growth.

8 min readRead more →
The Investor Pitch Deck: Structure, Content, and Common Mistakes
M&A, Partnering & Due DiligenceGuide

The Investor Pitch Deck: Structure, Content, and Common Mistakes

How to structure a pitch deck that gets meetings — the 12 essential slides, what investors scan first, and the mistakes that get decks rejected.

11 min readRead more →
How to Build a Financial Model for Your Startup
M&A, Partnering & Due DiligenceGuide

How to Build a Financial Model for Your Startup

A step-by-step guide to building a startup financial model that investors take seriously — revenue projections, unit economics, and scenario planning.

12 min readRead more →
Startup Valuation Methods: How Investors Value Early-Stage Companies
M&A, Partnering & Due DiligenceGuide

Startup Valuation Methods: How Investors Value Early-Stage Companies

An overview of the most common startup valuation methods — from comparable analysis to DCF, scorecard, and venture capital method — with examples and when to use each.

12 min readRead more →
Pre-Money vs. Post-Money Valuation: The Math Every Founder Must Know
M&A, Partnering & Due DiligenceGuide

Pre-Money vs. Post-Money Valuation: The Math Every Founder Must Know

The essential math behind pre-money and post-money valuations — with clear examples, dilution calculations, and common mistakes that cost founders equity.

8 min readRead more →
How to Raise a Seed Round: A Step-by-Step Guide for Founders
M&A, Partnering & Due DiligenceGuide

How to Raise a Seed Round: A Step-by-Step Guide for Founders

A practical roadmap for raising a seed round — from building your investor list to setting terms, running the process, and closing the deal.

13 min readRead more →
Cap Table Management: Best Practices for Startups
M&A, Partnering & Due DiligenceGuide

Cap Table Management: Best Practices for Startups

How to manage your cap table correctly from day one — common pitfalls, dilution math, and tools that help founders stay on top of their equity structure.

9 min readRead more →
SAFE Agreements Explained: What Every Founder Needs to Know
M&A, Partnering & Due DiligenceGuide

SAFE Agreements Explained: What Every Founder Needs to Know

Everything founders need to know about SAFE agreements — structure, valuation caps, discount rates, and when to use them instead of convertible notes.

9 min readRead more →
What Is a Convertible Note? A Complete Guide for Founders and Investors
M&A, Partnering & Due DiligenceGuide

What Is a Convertible Note? A Complete Guide for Founders and Investors

A comprehensive guide to convertible notes — how they work, key terms, pros and cons for founders and investors, and how they compare to SAFEs.

10 min readRead more →