US venture debt hit a record $68.8B in 2025. Plus: AI & data-center borrowing maturing into a multi-tier debt market with $5B+ closed in May (CoreWeave, Lambda, Nscale, Applied Digital), and credit softening across the venture-lending BDC cohort.
Read Article →Who are your lenders…really? Plus: late-stage venture debt deal sizes at decade highs, $20.8B of Q1 BDC redemption requests, Moody’s negative outlook on private credit BDCs, and recent financings across Technology, HealthTech, and HardTech.
Read Article →All six venture-lending BDCs now mark loans below cost. $1.28B in new originations from 54 borrowers, PIK creeping back into deal structures, and an $878M maturity wall through year-end.
Read Article →GPU financing enters the institutional ABS market with CoreWeave’s $8.5B investment-grade facility. Plus: BDC yield stratification, a $742M maturity wall, and recent financings across Technology, HealthTech, and Biotech.
Read Article →Each quarter, we dig into the 10-K filings and loan tape data to track what’s actually happening in the venture debt market. Here’s what Q4 told us.
Read Article →AI is stress-testing the SaaS model in real time. Plus: recent debt financings across HealthTech, CleanTech, and SaaS, platform consolidation, and what we’re watching in 2026.
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