The Shift in Capital

Thanks largely to artificial intelligence and the rate at which startups are scaling, venture capital is experiencing a period of transformation, impacting capital deployment strategies and public market exits.

The only way to lean into these exclusive deep-dive sessions is with a Disrupt Investor Pass. Built for investors, the StrictlyVC sessions offer a closer look at the fast-changing landscape and the forces shaping what’s next. Register by September 25 at 11:59 p.m. PT to save $200 on your Investor Pass.

Explore the StrictlyVC agenda

October 143:00–3:45 p.m. PT | Networking, Drinks & Light Bites3:45–4:50 p.m.PT | StrictlyVC Conversations4:50–6:00 p.m. PT | Drinks & Networking

Start with networking

Join us at 3:00 p.m. PT for drinks and light bites, with 45 minutes to connect with fellow investors, founders, and venture leaders before the conversations begin. After the program wraps, stick around for more drinks and more mingling.

Dive into the candid sessions

Visit the Disrupt agenda to learn about all the sessions and speakers for StrictlyVC, plus the 200+ sessions across all six industry stages, roundtables, and breakouts.

Image Credits:Slava Blazer Photography / TechCrunch

The New Rules of Going Public

Ryan Flanagan, ICR

Public Market Expectations

While public market windows reopen, the strategic requirements for listings have evolved. Companies face heightened scrutiny concerning sustainable growth, governance standards, and operational credibility in a disciplined economic climate.

The Influence of Family Offices

Bruce K Lee, Keebeck Capital Management; and Dave Sachse, Sachse Family Fund

Family Office Capital

Family offices have emerged as prominent participants in early-stage funding. Operating with high flexibility compared to traditional institutions, these entities are actively shaping startup growth while navigating unique market risks.

Limited Partner Strategies

Amit Bhatti, TrueBridge Capital Partners; and Beezer Clarkson, LGT Capital Partners

LP Allocations and AI Exposure

Institutional limited partners are recalibrating portfolio allocations, balancing concentrated exposure to artificial intelligence with liquidity expectations and manager evaluation criteria.

Secure your Investor Pass and $200 savings

TechCrunch Disrupt 2026 brings together 10,000+ founders, VCs, and operators from across the global tech ecosystem to make connections that can shape what’s next, discover emerging breakthroughs, and hear from leaders driving the industry forward. This is where big ideas converge and new opportunities take shape. Register for your Investor Pass now to save up to $200 before September 25 at 11:59 p.m. PT. Join Disrupt in San Francisco on October 13-15.