EDITORIAL

Surviving Whatever Comes Next

tl;dr Don’t want your company to die? Here’s what to do.

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The startup fundraising environment is in flux, and over the past two weeks the pace of change has accelerated rapidly. Throughout the ecosystem, blogging VCs and entrepreneurs alike are urging that it’s time to raise, even if you can’t get the valuation you hoped for. Others are reminding founders to think long and hard about the proper approach to deploying that hard won funding.

Valuation multiples are Read more.

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

EDITORIAL

All This Has Happened Before

tl;dr: Journalist and editor Owen Thomas has a must-read take on what is going on in the public and private markets. He’s here to talk you down from the ledge.

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Is the bubble bursting? Are we even in a bubble? What’s going on with the stock market? Is the Era of Bullshit—the age when investors stop placing bets based on questionable, fake, or unrevealed financial metrics—over?

I have a hard time getting worked up over these questions, honestly. … Read more.

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

EDITORIAL

Here’s Where Startups Raised Around The World In 2015

tl;dr Want to see where capital was deployed last year? Mattermark has you covered.

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If you are a regular Mattermark reader, I presume you spend more time than most inside spreadsheets and data sets. We feel your pain. Today, however, we’re here to help.

Instead of yet another normal graph or chart, we have something fun. We took nearly every 2015 funding event in our database and mapped it by city onto an interactive globe. So, if you want to … Read more.

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

INSIGHTS

Mattermark at SaaStr Annual 2016: The State of Venture Capital

SaaStr Annual 2016 Live Stream Video

At this year’s SaaStr Annual event, Danielle Morrill will reflect on 2015’s State of Venture Capital & Startup Traction. She will highlight last year’s trends, with the goal of surfacing insights you can take into account this year. So what’s the data telling us for 2016? Will funding keep pace? How easy or difficult will it be for entrepreneurs to raise money this year? How long will these rounds take? These are the questions 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.

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.

EDITORIAL

Reports Of Unicorn Extinction Are Greatly Exaggerated

Editor’s note: The following post was written by Anshu Sharma of Storm Ventures. He is not bearish on the current startup ecosystem, even as the stock market suffers notable declines. You’ve read endless bearish reports. Here’s the bull case.

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The unicorn, the billion dollar startup, is finally dead. The same columnists and magazines that turned every startup funding or launch story into a unicorn event are now busy proclaiming its decimation.

I have seen this movie before and … Read more.

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

EDITORIAL

Inside Microsoft’s Quest For $20B In Commercial Cloud Revenue

Microsoft has big revenue goals for its cloud business — how is it faring?

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It’s earnings season all over again, giving us nerds market enthusiasts a fresh look into how public technology companies are faring. Facebook did well, Apple didn’t. Google managed to beat Apple’s market cap after a strong report, and Microsoft dropped its own set of numbers.

You can find a broad assesment of Redmond’s performance during the most recent quarter here. While that’s … Read more.

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

EDITORIAL

A Second Look At The 2015 Tech IPO Market

Last week, we took a look at the performance of 2015 technology IPOs compared to their then-current share price. The results weren’t pretty: Tech offerings averaged around a 30 percent drop from their first-day closing price. The impact the 2015 results could have on potential IPOs this year is not hard to grasp.

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Following that post’s publication, some good feedback rolled in. A few people quibbled with our charting methodology, while others asked why the IPO market isn’t performing well. Read more.

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

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