The Venture Allocator

Ownership Is the Strategy

Why even a breakout company won’t save you if the numbers don’t add up

May 27 • 

James Sedgwick-Heath

21

2

The World Watches — and So Do LPs

As America postures, polarises, and plays with fire, allocators quietly look East and West — and wonder who still owns the future

May 20 • 

James Sedgwick-Heath

7

1

April 2025

The First Believer Advantage

Founders call their first backers. LPs win by listening in.

Apr 23 • 

James Sedgwick-Heath

9

4

Backing Micro VCs

Sub-$5M and Supercharged

Apr 7 • 

James Sedgwick-Heath

13

2

March 2025

Small Funds, Big Wins

The Case for Staying Small

Mar 31 • 

James Sedgwick-Heath

27

7

Paper Marks Are Lying to You

It’s Time to Ditch Paper Valuations and Start Measuring Real Portfolio Health

Mar 17 • 

James Sedgwick-Heath

8

4

The Talent Trap: Why Europe’s Best Minds Aren’t Founding Tech Giants

Europe’s Talent Is World-Class—So Why Isn’t Its Tech?

Mar 10 • 

James Sedgwick-Heath

6

Why Specialists Will Win the Next Decade of Venture

Venture’s Next Best Firms Won’t Be Generalists

Mar 3 • 

James Sedgwick-Heath

34

6

February 2025

The VC Fund Checklist: What LPs Look for Before Investing

Inside the mind of an LP: What makes me say 'yes' and what makes me walk away

Feb 24 • 

James Sedgwick-Heath

24

Big Funds, Bigger Problems: The Flawed Math of Venture at Scale

Venture capital has long been a game of outliers, where success hinges on identifying and backing a select few companies that achieve extraordinary…

Feb 17 • 

James Sedgwick-Heath

11

The VC Fund Trap: 2025 - 2030

Between the small and the elite lies a trap, or in other words, the precarious middle ground, where funds neither secure the best access nor optimise…

Feb 13 • 

James Sedgwick-Heath

11

My 10 PREDICTIONS for VC in 2025

2025 could go one way or the other, but innovation is constant regardless of market cycles. It's shaping up to be a wild year for VC and the world in…

Feb 12 • 

James Sedgwick-Heath

5