LP Club | LP Club with Sarah | Substack

Fund Analysis: NVP Capital

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

2 hrs ago • LP Club with Sarah

“Cournot Moment” in AI

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

23 hrs ago • 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

Recent posts

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

LP Club

LP Club

space for AI focused private market investors

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LP Club with Sarah

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