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HOME/PEOPLE/DAN GRAY
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Dan Gray

ROLE WRITER/ANALYSTAT THE ODIN TIMESMENTIONS 1LAST SEEN JULY 14, 2026
// BIO

Dan Gray is a writer and researcher specializing in venture capital and private markets. He serves as Research Lead at Odin, a platform for fund managers to start and run venture capital firms, and writes the newsletter Credistick. He is best known for his in-depth analysis of venture capital dynamics, including arguments that venture firms suffer diseconomies of scale and that emerging managers are systematically underfunded despite delivering stronger returns.

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mention·Data Driven VC·JULY 14, 2026

Dan Gray at The Odin Times argues venture firms suffer diseconomies of scale much like operating companies, and that raising bigger funds works against the mechanics of good investing.

Source

AI-extracted from podcast / newsletter / paper summaries. May contain errors.