Bob Rosin

🚨NEW EPISODE: Recorded live at FUTURE TITANS 2026 - Jeff Perry of Carta sat down with the iconic Seth Levine, co-founder of Foundry. Seth has been in venture for 25 years, built Foundry from scratch as an emerging manager himself, and has backed about 50 emerging manager funds through his fund of funds. He has genuinely seen every side of this table. They went deep on building Foundry, why VCs are in the influence business, not the decision business, and why the concentration problem in venture is not only bad for LPs, but also for the innovation ecosystem overall. And why Seth's new book, Capital Evolution, is so important for the future of America. 🎧 Links to listen... Apple: https://lnkd.in/ehQUQ2EM Spotify: https://lnkd.in/eU4FExpg

19

1 Comment

Two weeks ago on Swimming with Allocators, we sat down with David Clark, CIO at VenCap, to talk about what decades of venture data can teach allocators. One takeaway that stood out: discounts don’t matter as much as people think in venture secondaries. Because venture is such a power-law asset class, outcomes are driven by exposure to a few massive winners. Whether a stake is bought at a small discount, or even a premium, often matters far less than the quality of the underlying company and its upside. Great conversation on venture returns, manager selection, and the nuances of how allocators should think about secondary investments. 👇 Link in the comments.

26

2 Comments

I’m lucky to work alongside colleagues like Richard Fruehauf, who constantly push my thinking. His latest piece unpacks why U.S. robotics and drone manufacturing faces uphill economics, and how public policy can help turn the tide. One key takeaway: 232 tariffs on robotics imports could help reset the economics that are holding back U.S. investment and production. It’s a sharp perspective on how policy can shape the future of advanced tech here at home. Well worth a read: https://lnkd.in/edMPTQPQ Richard Fruehauf, Robert J. Szczerba, Michael Lutzky, Edward Ovando, Karl Sanchack, Herman Herman, Jeff Legault, Phil English, Richard Fruehauf, Ryan Aument, Michael Guido, Sheila Fitzgerald Sterrett, David McCormick

19

2 Comments

"Build the event you wish existed" That's what we at Monadical did last week at #NYTW. We wanted an AI Engineers discussion for Engineers. There's always a lot of events out there for VCs to network, or for startups to learn about G2M, but very little on lessons learned from actual engineers in the field. So that's the event we hosted. Big thank yous to our awesome panel, Roy Pereira, Ben Cohen and Corey J. Gallon. Here's the key takeaways and the AI tools we're using. 🚀 All three panelists independently called AI Agents the most transformative LLM application they’ve used. They specifically called out Claude 3.5 Sonnet for its accuracy and reliability. 🪨 We dug into how LLMs are “jagged”, not general. They can be shockingly good at some tasks and completely fail at others. Everyone agreed: good evaluations are critical (and hard.) 🧪 Corey noted how public benchmarks and reality are two different things. Most public evals are saturated or gamed. ♊ Ben emphasized that AI projects are actually two projects: building the tool and building the evaluation process. 🧱 We explored how falling dev costs may impact startup defensibility and labor demand. Roy shared that founders are already shifting strategies in response. ⚒️ In a world of daily AI launches, the panel discussed how they decide what’s worth attention, and what’s just noise. They called out tools like Goose, Aider, Claude Code, and Monadical’s own Cubbi, which helps run agentic workflows safely in dev environments. (links in the comments). CTA: What would you want to hear in an AI Applied Engineering talk you attended?

33

5 Comments

🚀 Verif-y is redefining digital record management. With 9 State DOE contracts, 200+ institutions onboarded, and 90%+ margins, this AI-powered SaaS platform is solving a $20B+ global problem: fragmented, insecure, and outdated education and credential systems. Now raising $5M Seed funding to accelerate U.S. and international growth. 👉 For VCs and institutional investors: this is defensible, AI-driven SaaS with regulatory moats — the right product, right time. See www.verif-y.com Then DM me for more info. Join us on this funding round? Follow me on LinkedIn: https://lnkd.in/e8bZ8srt

3

We are thrilled to share with you that the Tough Tech Toolbox is now live and ready for you to use. The Toolbox has been a collaborative project with our partner The Engine in pursuit of our shared mission of accelerating Tough Tech innovation.  Our goal was to make it easier for Tough Tech to change the world by providing early stage founders and leaders with the guides, tools, links, and experts to demystify company building in Tough Tech. These grab-and-go quick resources are searchable and downloadable as Google documents. Think of the Tough Tech Toolbox as an agile text book for technologist entrepreneurs. We built it so that best practices can be learned then immediately customized and deployed for teams. The Toolbox covers nine concept areas: Leadership, Board, Network, Business, Product Development, Team, Government, and Communication. We have purposefully priced the Toolbox to be accessible for accelerators, government organizations, incubators, and individual teams so that we can share what we’ve learned with you and we can, together, work towards a more resilient world led by scientists, engineers, and visionary leaders. Learn more here: https://lnkd.in/eV-_v5R4

17

I spoke with Christien Louviere of BDE Capital about his journey from a $330mm exit to becoming an independent sponsor. Christien shared excellent insights for folks looking to partner with business owners, rather than buy sellers out completely. Below are a few of the topics we covered: - Why he moved from “zero-to-one” startups to a buy-then-build strategy - How Christien's background shaped a focus on growth vs. cost-cutting - Why 20–40% rolled equity is central to his deal structures—and how it builds trust with sellers - Using scenario analysis with AI tools to evaluate management teams and uncover hidden key-person risks - How to identify when a $3–5M EBITDA company truly has a middle management layer—or is still founder-reliant For anyone investing in or buying small businesses, Christien’s approach provides a fresh lens on growth, alignment, and deal structuring. 🎥 Watch the full interview here → https://lnkd.in/ekfkaiej 🎧 Listen on Spotify: https://lnkd.in/e86Agx6V

33

8 Comments

If you know... A 10x engineer Who loves the speed and intellectual challenge of early stage but also Wants job stability and Equity diversification then This is the one job that checks all of their boxes

12

1 Comment

Thrilled to announce our investment in CtrlB! Privilege partnering with founders like Adarsh, who are deeply obsessed with the problem they’re solving - a true force of nature. CtrlB is redefining enterprise observability, building a next-gen telemetry engine that makes search up to 10x faster and 90% cheaper. In an era where enterprises generate terabytes of data every day, CtrlB is closing the gap with a fundamentally new approach to ingesting, indexing, and querying petabyte-scale data - enabling teams to gain real-time visibility without trade-offs between cost and speed. #funding #startups

143

4 Comments

I didn’t start Redline Ventures because the world needed another fund. I started it because too many exceptional founders are under-supported, and too many serious investors are locked out of real tech deal flow. As a YC founder, I’ve seen how outcomes are actually created. Not by logos on a cap table, but by one investor who shows up, opens doors, and leans in when it matters. Redline exists to be that investor. For founders, that means operator judgment, hands-on support, and capital that comes with leverage. Intros, hiring help, distribution, and direct feedback. No cosplay. No performative “value add.” For LPs, it’s early access to the best technology companies in the world through Y Combinator and HF0 Residency. Deals they would never see otherwise, at the same terms, long before they read about them in the Wall Street Journal. This isn’t about spraying checks. It’s about conviction, alignment, and doing fewer things better. Access compounds. Trust compounds. So do results. That’s the thesis.

13

11 Comments

Proud to support Esusu as it enters its next phase of growth with a new $50M Series C fundraise! Wemimo Abbey, Samir Goel and team continue to lead the industry in credit building and economic mobility for millions of renters nationwide. Esusu (Founder Institute San Francisco portfolio company) is setting a new standard for combining economic and societal impact. By helping renters get credit (literally) for paying their rent on time, they are increasing financial access and empowering more people to become homeowners - in fact, they have already empowered over $30BN in new mortgages from renters across their system. I'm especially excited about how they plan to leverage their massive dataset to create even more impact. By making rental payment data a more prominent feature in mortgage underwriting, Esusu will be able to increase the number of people that can buy homes and build generational wealth. This is a truly inspiring company 🙌 Read more here: https://lnkd.in/guUKsGtY

102

14 Comments

One of the most misunderstood frameworks as it relates to the A-player, B-player, etc. framework - here's some ready to re-familiarize yourself https://lnkd.in/gMTT2p3T Only more experience people are A-players, right? Here is a summary - A Players (10-20%): High performers who exceed expectations and solve problems proactively - found at any level, including driven juniors who learn rapidly - B Players (70-80%): Reliable performers meeting expectations, forming organizational backbone - includes experienced staff, some with A-player potential - C Players (10%): Persistent underperformers requiring excessive oversight - not about inexperience but ongoing performance issues despite feedback Key differentiators: A players seek feedback (constantly), take risks, mentor others, and achieve goals resourcefully - traits that transcend seniority Talent implications: Invest in A players, develop B players, address C players decisively - junior A players often outperform senior B/C players. Whats critical to understand is how this relates to hiring - since the frameworks lends itself better to evaluating existing teams Here are some things to think about - A player does NOT mean senior- someone straight out college can be an A player - A track record of past performance and going above and beyond is a good indicator of future behavior and results - Time spent on C players is time poorly spent - over and over again this is the biggest mistake that managers and leaders make. The data tells you that it's not a good use of your time - spend time with the A and B players and get acceleration. Spend time with C players and get lower productivity How do you think about hiring and talent?

7

"We've become so insular in who we talk to and listen to, and I didn't realize how much that was keeping me in tunnel vision and tunnel thinking." Seth Levine, Co-Author of Capital Evolution and Partner at Foundry, talks about seeking out more diversity of thought on Tech Scenes Unplugged. #venturebacked #vcbacked #venturecapital #leadership #ceo #founder #operatingsystem #peakOS #foundermode

27

1 Comment

There’s a lot of conversation about how AI is concentrating capital. That’s real. But I’m also seeing how it’s expanding what small teams can build. At ThriveLink, AI has allowed us to move faster, reach more patients, and build technology that helps families navigate systems that were never designed to be easy. We’ve been able to do with a small amount of capital what used to require entire teams and millions in funding. The tools are changing. The mission isn’t. Thankful to the Los Angeles Business Journal and Plug In Ventures for highlighting the changing venture landscape and what founders like myself are navigating right now.

80

Honored and excited to partner with Drew Baglino and the incredible team at Heron Power as they re-imagine the electric grid for the modern world. Power in America is not zero sum. We deserve access to cheap and abundant electricity and we should win the AI race. And we must build the capacity to manufacture critical technology here at home. When faced with existential challenges, we deploy technology against them. And we win.

54

1 Comment