Blog

The Signal Playbook

Strategy, analysis, and honest takes on signal-based sourcing, venture capital, and building deal flow that converts.

February 19, 2026

Signal-Based Sourcing Explained: The Future of VC Deal Flow

Most VCs source deals through warm intros and conference networking. Signal-based sourcing flips the model: find companies through data, not relationships.

February 17, 2026

Hiring Velocity: The Most Underrated Investment Signal

Companies hire in advance of revenue. Track hiring velocity and you can predict growth 3-6 months before the numbers show up.

February 14, 2026

How VCs Miss Breakout Companies (And How to Stop)

The biggest misses in venture capital are not bad decisions. They are companies that never made it onto the radar in the first place.

February 12, 2026

Thesis-Driven vs. Opportunistic Investing: A Sourcing Perspective

Thesis-driven funds have a structural advantage in sourcing. Here is why, and how signal-based tools amplify that advantage.

February 10, 2026

AI in Venture Capital: Beyond the Hype

Everyone is talking about AI in VC. Most of it is hype. Here is what AI actually does well and where it falls short.

February 7, 2026

The Emerging Manager Playbook: Building Deal Flow From Zero

You just raised Fund I. You have no portfolio companies making intros, no brand recognition, and a small network. Here is how to build deal flow anyway.

February 4, 2026

The Myth of Proprietary Deal Flow

Every fund claims proprietary deal flow. Almost none of them have it. Here is what actually creates sourcing edge in venture capital.

February 1, 2026

Outbound VC Sourcing: Why the Best Funds Reach Out First

Passive VCs wait for warm intros. The best funds identify companies through signals and reach out proactively. Here is the playbook.

January 28, 2026

The Signal Stack: Building a Multi-Layer Sourcing System

No single signal predicts breakout companies. The power is in the stack: multiple signal layers that compound into conviction.

January 25, 2026

What Your Competitors Are Tracking (And You Are Not)

The sourcing gap between the best funds and everyone else is widening. Here is what the top performers are monitoring that you are probably missing.

January 22, 2026

Sector Signal Spotlight: Fintech

Fintech companies leave distinctive signals when they are about to break out. Here is what to watch and why it matters for your thesis.

January 19, 2026

Sector Signal Spotlight: Healthtech

Healthtech companies have unique signal patterns driven by regulatory approvals, clinical evidence, and health system partnerships.

January 15, 2026

Sector Signal Spotlight: B2B SaaS

B2B SaaS is the most competitive sector in venture capital. Signal-based sourcing is not optional — it is the only way to find alpha.

January 12, 2026

Portfolio Monitoring: Using Signals to Track Your Investments

Signal monitoring is not just for sourcing. The same signals that find great companies can help you monitor the ones you already own.

January 8, 2026

Competitive Intelligence for VCs: Knowing the Landscape

The best investment decisions require understanding the competitive landscape. Signal monitoring makes competitive intelligence systematic, not anecdotal.