So what might actually disrupt VC? Like many industries, VC will be unbundled.
Thinking of VC as a monolithic asset class is silly. VCs invest in SaaS, e-commerce, consumer, infrastructure, hardware, etc.
And so there will be new financing platforms for each of these. We're already seeing it.
In the last year, $700M+ went to platforms just focused on financing SaaS companies. In the first 14 days of 2022, SaaS financing platforms have already raised $226M of equity & debt.
There are similar sector-specific platforms being built for e-commerce, media, and more.
This unbundling is perhaps the biggest potential driver of VC disruption as it gives founders cheaper forms of capital.
But this unbundling of VC isn't going to happen anytime soon.
Want to dig into the monster year of 2021 in venture? Check out our free 273-page VC data bible here.