HOTC

Hot Off the Cap Table with Charlotte Ketelaar

Business EN ↓ 5 episodes

Two shows, one cap table. Hot Off the Cap Table is your weekly 15-minute cheat sheet from Charlotte Ketelaar, CEO of Capwave AI, live from San Francisco. For founders raising pre-seed through Series B (Mondays): What investors are thinking right now, decoded from the VC podcasts, newsletters, and conversations that matter for your raise. For emerging managers (Thursdays): Your eyes and ears on the ground in Silicon Valley. How to build your LP edge, what to say to LPs right now, and what founders are building at the earliest stages.

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HOTC

Episodes

LP Edge #2: The Great Concentration: Why 5 Funds Captured Half of Venture Capital in One Quarter 09.04.2026 16:34

In this episode Charlotte breaks down Q1 2026's record $80B+ fundraising quarter and reveals the uncomfortable truth underneath the headline: five mega-funds captured more than half of all US venture capital raised in 2025 in a single quarter. Charlotte digs into what Kleiner Perkins' $3.5B raise actually tells LPs about manager selection, why the secondary market just hit $226B, and the C...

HOTC #3: Fortune Wrote Their Obituary. They Just Raised $3.5B. 06.04.2026 10:24

Kleiner Perkins' dramatic comeback tells founders where the biggest growth capital is heading. Plus: why OpenAI, Anthropic, and Meta are racing to acquire distribution instead of technology, and what Q1 2026's record-shattering $300B in venture funding really means for early-stage founders. Segments: Deal Lens: The Kleiner Perkins Comeback — From Fortune's obituary to a $3.5B raise, ho...

LP Edge #1: Marc Andreessen Says "Diamonds in the Rough" Is BS: What It Actually Means for Emerging Managers 02.04.2026 16:00

Charlotte Ketelaar, CEO and co-founder of Capwave AI, breaks down the five biggest takeaways from Marc Andreessen's new 20VC interview with Harry Stebbings and what each one means for emerging GPs and LPs. From why introspection might be killing your deal judgment, to whether a16z going public would reshape the entire venture landscape, to a portfolio triage framework every GP should run this...

HOTC #2: The One-Person Unicorn Is Here. Are You Building Like It? 30.03.2026 9:53

Charlotte Ketelaar is the CEO and co-founder of Capwave AI, the fundraising intelligence platform used by thousands of founders and investors. In this episode, she breaks down how Cursor crossed $2B ARR with just 300 people while Fortune questions its survival, why AI startups are selling the same equity at two different prices in a single round, and the five funding rounds reshaping what "in...

HOTC #1: SaaS Isn't Dead, Your Moat Might Be, and Why Plumbers Will Out-Earn Lawyers 23.03.2026 11:45

In our very first episode, I break down three stories shaping how VCs think right now: why the "SaaS is dead" narrative is an overreaction, the 8 moats framework every founder needs before their next pitch, and why by 2029 the fundraising landscape looks completely different than you think. Topics for show notes: Why the SaaS panic is an overreaction, and what it means for founders raisi...