Perspectives / The VNC journal
A consideredpoint of view.
Notes on the markets we follow, the shifts we see,
and the possibilities worth looking at more closely.
The year of off-market tech.
The next chapter of technology ownership is happening away from the public market.
The case for a longer perspective.
Durable economics. Patient capital. A more considered approach to technology investing.
Private credit. A clearer view.
Looking beyond the headline rate at the structure behind a successful transition.
INDEPENDENT THINKING. NO UNNECESSARY NOISE.03 PERSPECTIVES