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VC Investor Insights

A bi-weekly letter from Richard Stroupe: three companies built, two exits, 50+ early-stage investments, four of them now valued past a billion dollars.

Read by 500+ seasoned tech investors and high-growth founders.

WHERE THE MARKET IS GOING

Read by 500+ seasoned tech investors and high-growth founders.

The shifts worth your attention before they become consensus: the orbital economy, dual-use defense, applied AI, and the software rebuilding legacy industries. Explained in plain English.

OPERATOR PLAYBOOKS
The frameworks and thinking processes I used building, scaling, and selling my own companies.
WHAT CROSSES THE DESK
Which sectors are heating up, which are cooling, and the patterns in the hundreds of pitches a working early-stage investor sees each year.

From Richard

Hey, I’m Richard. I spent 25 years building companies where the technology had to work: software for intelligence and defense agencies, systems with real consequences attached. I bootstrapped two firms in that space to 8-figure exits and now hold 50+ early-stage positions across space infrastructure, defense tech, applied AI, and the software modernizing legacy industries.

I write this letter to put early-stage founders and angel investors ahead of the obvious.

Hours of market analysis in one read

Playbooks from companies that actually sold
The view from inside early-stage venture

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Nothing in this letter is investment advice or an offer of securities. It’s one investor writing down what he sees.

Past issues

I Didn’t Hold SpaceX for 7 Years to Sell in Week 9

Last Thursday, roughly $100 billion of SpaceX stock became sellable for the first time. Some of it is mine. Everyone I spoke to asked some version of: are you taking profits? Five days later, here’s the state of play. As I write this on Tuesday it’s trading around $132, a day after closing at $138.74,…