Archive - LP Club

Fund Analysis: NVP Capital

Fund II: $80M close; focusing on Vertical AI + enterprise software, seed-stage; U.S.

4 hrs ago • LP Club with Sarah

“Cournot Moment” in AI

Small number of firms that compete primarily by committing to quantity/capacity

Feb 18 • LP Club with Sarah

AI & Capital Weekly Snapshot

Week: Feb 8, 2026 → Feb 15, 2026

Feb 16 • LP Club with Sarah

Investment Memo

Resolve AI — $125M Series A @ $1B valuation

Feb 13 • LP Club with Sarah

2048 Ventures Fund III (Recent Close)

Feb 11 • LP Club with Sarah

Tech & Capital Weekly Market Snapshot

Coverage window: Feb 1, 2026 → Feb 8, 2026

Feb 9 • LP Club with Sarah

Investment Memo

Upwind Security

Feb 6 • LP Club with Sarah

Fund Analysis: Basis Set Ventures — Fund IV

Basis Set publicly announced Fund IV at $250M on Jan 26, 2026.

Feb 4 • LP Club with Sarah

Tech & Capital Weekly Market Snapshot

Coverage window: Jan 25, 2026 → Feb 1, 2026

Feb 2 • LP Club with Sarah

January 2026

Signaling Games in Private Markets

Why GPs Behave the Way They Do (and How LPs Should Respond)

Jan 30 • LP Club with Sarah

Fund Analysis: Monroe Capital

Private Credit Fund V (2025 Fund V)

Jan 27 • LP Club with Sarah

The Allocator’s Reality Check in Private Markets

Jan 23 • LP Club with Sarah

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