venturecapital

Scout programs within T1VCs are such a black box and can be a double-edge sword for founders/signaling risk, especially for startups in the cusp of validating PMF

When a T1 fund doesn't invest in a deal sourced by a scout, the looming question of what do they know (insider info) that the market doesn't is hard to ignore

Correct. My point is that not all scout deals feed to the ICs the same way across firms, yet the market doesn't know that. It only sees a deal sourced by a scout that the firm didn't pick up because lack of conviction when that might have not been the case

Doesn't have ICs of some kind of capacity and maybe that's why some deals expired meanwhile?

Yet, not all scout programs are run the same (deals sourced might not even make it to ICs), but the optics still remain and add unwanted complexity to any funding round