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Lead Analysis
Founder/CEO View
Board Judgment
Investor Perspective
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Lead Analysis
Founder/CEO View
Board Judgment
Investor Perspective
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The Investor Narrative. Independent analysis helping founders, CEOs, and boards understand what changing markets mean to investors—and what builds investor confidence.
Lead Analysis
What Happens When the AI Cash Cascade Slows Down?
By
Tom Krutilek
Investor Perspective
Investor Perspective: Is the Growth Investable Under Different Capital Conditions?
By
Tom Krutilek
Lead Analysis
The Fast-Changing Private Capital Market: More Options, Harder Choices
By
Tom Krutilek
The Latest
Board Judgment
Board Judgment: When Should the Board Challenge the Capital Plan?
By
Tom Krutilek
Founder/CEO View
Founder/CEO View: Make the Next Dollar Easier to Raise
By
Tom Krutilek
Lead Analysis
AI Revenue Is Booming. But How Much of the Demand Stands on Its Own?
By
Tom Krutilek
Investor Perspective
The AI Unicorn Boom: Can the Economics Support the Valuations?
By
Tom Krutilek
Board Judgment
When a VC Fund Falters, What Happens to the Companies It Backed?
By
Tom Krutilek
Board Judgment
The Clock That Can Decide Your Exit—and How Boards Take Back Control
By
Tom Krutilek