Mind the Gap: Who Actually Does Series A Anymore?
In this episode, Earnest Sweat and Santosh Sankar unpack the “missing middle” in venture capital, exploring how mega funds have barbelled the market by focusing on early seed options and late-stage growth while leaving a gap at true Series A and B. They discuss how round labels have blurred, why flexibility in check size and stage is now essential, and how great Series A/B investors must think more like talent GMs than card counters, constantly diligencing, reassessing risk, and owning distribution for their companies. The conversation also dives into how LP expectations are evolving toward…
The skinny
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