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VC Insights
Updated daily @ 14:00 UTC

Why VCs Start Their Day With This Global Brief

The 7am macro ritual of top venture capitalists

LPs ask about macro. Founders ask about runway. You need answers. Board Brief delivers the 7 global signals that drive valuations and exit environments.

THIS WEEK'S VC Brief signals:
  • China stimulus ($140B) → Identifying manufacturing portfolio winners.
  • FOMC Rate Outlook → Late-stage valuation & IPO window forecasting.
  • Hyperliquid $2.9T Volume → The shifting crypto treasury thesis.
  • EU Ripple License → New regulatory moats for fintech deals.
“Board Brief surfaces the macro moves that actually impact deal sourcing and portfolio health.”
— Ron K., Partner @ Silicon Alley Ventures

The VC morning stack:

  1. Protect Portfolio Value: Spot macro risks before they hit your startups' burn rate.
  2. Macro-Driven Sourcing: Identify sectors anticipating tailwinds (policy, liquidity, tech).
  3. LP Intelligence: Have the smart answer when LPs ask "How does this affect us?"

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