Editorial
Where’s The Next PayPal Mafia?
tl;dr: The PayPal mafia was an artifact of its time. Now entrepreneurship and savvy investment are the norm. Unlike with the national economy, these are real green shoots. The PayPal… Read Full Article
Editorial
Tech Set To Miss IPO Rebound
Editor’s Morning Note: The Wall Street Journal says that the “Anemic IPO Market Is Poised for a Rebound.” But what about tech? If you have kept hope for a dramatic rebound in… Read Full Article
Editorial
Spotify’s Tricky Path To IPO
tl;dr: Spotify is heads-down on an IPO, but we need to understand its full financial situation to grok its path to the public markets. After it became known that Spotify is… Read Full Article
Editorial
Here’s What $4.3 Billion Gets You In Today’s Market
Editor’s Morning Note: Your slow revenue growth is whacking the value of your future profits. That’s rough. It was announced this morning that Apollo Group will buy Rackspace for $32 per share… Read Full Article
Editorial
Uber’s Done Didi Deal Makes More Sense In Light Of Resurgent North American Losses
Editor’s Morning Note: Uber loses more money than we thought. Tragically, Uber’s UberLEGO push failed to final market traction. Earlier this year, reports surfaced that Uber, the popular on-demand car… Read Full Article
Editorial
NYC Edges Out Boston For Second Place In US Startup Rankings
tl;dr: Silicon Valley is still #1 for startups, New York is up slightly, and Boston is shrinking relative to other cities. Otherwise, things are pretty stable in America’s top 15… Read Full Article
Editorial
Going Back In VC Time
Editor’s Morning Note: Give me your hand, we’re charting VC back to before Metallica was born. Later today, Mattermark will publish a look at historical venture capital patterns in the United… Read Full Article
Editorial
The Startups’ Map To Global Expansion
tl;dr: Planning on taking your startup global? Before you book tickets to London, read this. Every technology entrepreneur aspires to build a company that dominates globally. It’s a given that once… Read Full Article
Editorial
Better Know An IPO: The Trade Desk ($TTD)
Editor’s Morning Note: It’s IPO time once again, this time with ad-tech shop The Trade Desk. The 2016 US tech IPO group will likely welcome a new member to its… Read Full Article
Editorial
Area VC Decries Bubble Talk By Decrying Another Bubble With Talk
Editor’s Morning Note: 500 Startups’ Dave McClure’s thoughts on Unicorns vs. The World are worth a moment of our time. Happy Monday. I trust that you survived the weekend in… Read Full Article
Editorial
The 2007-2009 Financial Crisis Was Surprisingly Kind To Tech Startups
tl;dr: When the current tough times are bad the future good times are great. Startups Uber and Airbnb, and venture capital firm Andreessen Horowitz have something in common: They were… Read Full Article
Editorial
Up From Splat, 2015 IPO Edition
Editor’s Morning Note: Notably, last year’s IPOs are still down a material chunk from their 52 week highs. Markets aren’t. What’s going on? Earlier this week, Mattermark published a dive… Read Full Article
Editorial
The Changing Value Of ARR III.5
tl;dr: By one metric, public investors are raising the value of recurring revenue. That means your startup is likely now worth more than it was. There There Be ARR. Box won’t… Read Full Article
Editorial
Unicorn Exits, Redux
Editor’s Morning Note: Life is a highway. Unicorns are a highway without exits? A unicorn in alpha, not an alpha unicorn. Yesterday, Mattermark dug up the percentage of private investment into… Read Full Article
Editorial
75% of Capital Invested Into Unicorn-ish Software Companies Is Still Waiting For An Exit
tl;dr: Most of the capital invested into unicorns and almost-unicorns is still waiting for its exit. And a surprisingly small number of investors have actually cashed in on their bets. Everyone… Read Full Article
Editorial
A New IPO, Protectionism For The Capital Class, And Oh Dear God Why
Editor’s Morning Note: It’s the middle of the week, so strap on your snark pants. Today, we are taking three quick looks at topics pertinent to our continuing quest to… Read Full Article
Editorial
The IPO Pricing Dilemma
tl;dr: IPO pricing is an art-science hybrid. Recent data is fuzzy, and experts stress the long-term over initial performance. But could you leave money on the table? IPOs receive a lot of emphasis… Read Full Article
Editorial
What’s Behind Slowing SaaS Startup Creation?
Editor’s Morning Note: SaaS startup formation is down as costs rise and the easy stuff has already been done well. A few months back, Redpoint’s Tomasz Tunguz wrote a short piece… Read Full Article
Editorial
As 2016’s Tech IPOs Notch Higher Gains, Are Market Conditions Finally Right?
Editor’s Morning Note: Market conditions are supposedly slowing the IPO market. That sounds like bullshit. The 2016 tech IPO crop is in the midst of an impressive debut. In fact, Mattermark… Read Full Article
Editorial
Which Investors Have The Most Acquisitions And IPOs In Their Portfolios?
tl;dr: Here are the investors with the deepest bench of successful exits, and it contains most of the usual suspects. Mergers, acquisitions and initial public offerings are the primary ways that… Read Full Article
Editorial
A Quick Peek At Q3 VC
Editor’s Morning Note: Early third quarter venture capital activity looks light. Perhaps they are all on vacation. Live shot of a popular venture capital mid-summer coworking space. Nearly halfway through the third… Read Full Article
Editorial
CRM Startups Staff Up As Larger Rivals Fight
tl;dr: While big CRM players fight one another, younger players in the space are quickly staffing up and raising new capital. Customer relationship management software is a big business. Enterprise… Read Full Article
Editorial
A Beginner’s Dictionary of Venture Capital
tl;dr: Here’s a primer on the language of venture capital. Previously in Mattermark, we published a Beginner’s Guide to VC. What we neglected to include was a dictionary of jargon that insiders… Read Full Article
Editorial
2016 Tech IPOs Up 89% From Offer Price, 33% From First Day Close
Editor’s Morning Note: US 2016 tech IPOs are up an average of 89 percent from their IPO price, and 33 percent from their first-day close. Now that Talend has had… Read Full Article