MATTERMARK DAILY

Mattermark Daily – Monday, February 8th, 2016

From the Investors

Joseph Floyd of Emergence Capital visualizes decreasing valuations for public SaaS companies, the impact of compressing multiples, and lessons for SaaS founders in “Was Black Friday a DiSaaSter or Simply Reversion to the Mean?

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Angel Investor, Mark Cuban believes the momentum of the ‘stay private’ movement is devastating our economy and outlines why in “The Pre-Cognitive Anti-Trust Violation: How the Decimation of the IPO Market has Hurt the Economy and Worse

AngelList reveals … Read more.

© Mattermark 2016. Sources: Mattermark Research, Crunchbase, AngelList.

EDITORIAL

Stumbling Unicorns

TL;DR: Markets are a mess, and some public tech companies you know and love are at risk of becoming non-icorns.

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Have you heard about the stock market? It is not doing what it did for the past few years. It’s going down, and that’s causing panic and confusion among nearly everyone.

The rough take you can read all over Twitter is you shouldn’t worry too much—companies that are healthy will remain healthy. That was always true. What seems to be … Read more.

© Mattermark 2016. Sources: Mattermark Research, Crunchbase, AngelList.

MATTERMARK DAILY

Mattermark Daily – Thursday, February 4th, 2016

From the Investors

Philipp Moehring of AngelList walks founders through the building blocks a startup should achieve before and during seed fundraising in “This is How You Raise a Seed Round in 2016.

Hadley Harris of Eniac Ventures opines on the evolution of mobile and the importance of follow on funding in “20VC: Hadley Harris” (podcast)

Ron Conway of SV Angel responds to answers about startups, entrepreneurship, fundraising, technology and more in “Product Hunt Live: Read more.

© Mattermark 2016. Sources: Mattermark Research, Crunchbase, AngelList.

EDITORIAL

Here’s Why LinkedIn Shares Tanked 25%

tl;dr Investors pre-paid too much for expected future growth.

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Taking a break from our usual focus on markets and not individual participants, let’s dig into what in the heck is going on at LinkedIn. The company’s shares are down roughly 25 percent today in late trading after reporting strong fourth quarter earnings.

If that makes little or no sense, don’t worry. We’ll get there. First up, let’s see how the company did compared to investor expectations in the fourth quarter.… Read more.

© Mattermark 2016. Sources: Mattermark Research, Crunchbase, AngelList.

EDITORIAL

Bitcoin Investment Is Back From The Dead (As Expected)

tl;dr As expected, investment into bitcoin-related startups is not dead. *insert panic among the haters.

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Investment into bitcoin startups appears healthy this year, reversing a noted slowdown that occurred towards the end of 2015. Several recent rounds indicate that investor sentiment about bitcoin, and related technology, is healthy.

As you can imagine, that’s good news for bitcoin fans and believers, and a likely shot in the arm for the cryptocurrency. Bitcoin has made news in recent weeks concerning its internal … Read more.

© Mattermark 2016. Sources: Mattermark Research, Crunchbase, AngelList.