Venture capital is changing — structurally, not cyclically. This fireside conversation explores what that shift means for founders raising capital now.
Gil Dibner and Ross Morrison break down how investor behaviour is evolving under tighter capital conditions, new fund models, and increased pressure from LPs. They unpack what’s driving these changes — from AI and fund construction to geopolitics and longer exit timelines — and how those forces are shaping judgement at the investment committee level.
Rather than focusing on tactics, this session centres on patterns : how investors behave when capital tightens, what consistently matters across market cycles, and how founders can position themselves credibly when expectations reset.
Essential viewing for founders planning to raise in the next 12–24 months, and anyone looking to understand how venture decisions are actually made today.