Investor Insights by Tom Schapira

Investor Insights by Tom Schapira

A newsletter focused on supporting VCs and their portfolio firms

Connect

Archive

Capital FormationCapital Formation
+13+13
My Summer: The Deals on My Desk

My Summer: The Deals on My Desk

Four mandates heading to market in August and September, the pipeline behind them, and two I lost along the way

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+13+13
Money20/20 Amsterdam 2026

Money20/20 Amsterdam 2026

What growth-stage VCs and PE investors should track from the floor: consolidation, licensing, and where value is migrating

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+13+13
Between Check-Ins

Between Check-Ins

Why the rhythm of portfolio work is quietly changing

Tom Schapira
Tom Schapira
FintechFintech
+6+6
ICE 2026: Signals from the Payments Floor

ICE 2026: Signals from the Payments Floor

Less speculation. More structure. Clearer outcomes

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+9+9
Conviction Before Capital

Conviction Before Capital

How disciplined investors price risk, build confidence, and decide when to lean in

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+10+10
Year End Reflections

Year End Reflections

Where value is really created

Tom Schapira
Tom Schapira
Mergers and AcquisitionsMergers and Acquisitions
+1+1
Fintech M&A 2025: Harvesting Exits and Sourcing New Deal Flow

Fintech M&A 2025: Harvesting Exits and Sourcing New Deal Flow

M&A momentum is back. For investors, this is the time to convert conviction into outcomes

Tom Schapira
Tom Schapira
Family OfficesFamily Offices
+8+8
Leadership, Culture, and Focus: Lessons for Portfolio Growth

Leadership, Culture, and Focus: Lessons for Portfolio Growth

How leadership clarity and operational focus accelerate post-deal value creation

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+9+9
Before Year-End: Strategy That Moves the Needle

Before Year-End: Strategy That Moves the Needle

Sharpening the Playbook Before 2026

Tom Schapira
Tom Schapira
FintechFintech
+4+4
Before the Autumn Rush: How VCs Should Be Supporting Portfolio M&A Now

Before the Autumn Rush: How VCs Should Be Supporting Portfolio M&A Now

M&A outcomes don’t get optimized in October. They get planned in August.

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+7+7
Money20/20 Amsterdam 2025

Money20/20 Amsterdam 2025

Rewiring FinTech Infrastructure: Signals Growth-Stage VCs and PE Investors Should Be Tracking

Tom Schapira
Tom Schapira
Capital FormationCapital Formation
+5+5
The Quiet LPs: Earning Trust from Family Offices in Venture

The Quiet LPs: Earning Trust from Family Offices in Venture

If you want capital, understand the people behind it first.

Tom Schapira
Tom Schapira
FirstBack
12
Next Last