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… Read Full Article
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… Read Full Article
tl;dr 2015 tech IPOs aren’t performing well. Their decline could limit 2016 IPOs, and dampen valuations for growing private tech companies. The 2015 technology IPO market was lackluster. The sheer… Read Full Article
From the Investors Adam Quinton of Lucas Point Ventures warns that while there are more angels per capita, check writing is on the decline, which may lead to more early… Read Full Article
From the Investors Mike Puangmalai formerly of SQN Investors provides an overview of revenue multiples and how (as a tech employee or entrepreneur) company decisions can potentially impact valuation in… Read Full Article
From the Investors Mahesh Vellanki of Redpoint Ventures dissects the enterprise value, revenue multiples and EBITDA margins of public ecommerce companies in “Here is Why Ecommerce Companies Aren’t Worth Very Much”… Read Full Article
From the Investors Nicole Irvin, Scott Kupor, and Stephen McDermid of Andreessen Horowitz discuss how to compare private vs. public valuations, investors and Square’s IPO in “a16z Podcast: On Recent IPOs… Read Full Article
From the Investors Venture Capitalist, Gil Dibner publishes a 13-slide data-driven presentation that details the Nordic investing environment in “A Few Data Points on Nordic VC” (SlideShare) Tomasz Tunguz of… Read Full Article
From the Investors Tomasz Tunguz of Redpoint Ventures uses data to back his expectation that 2016 will be healthy for software IPOs and exits in “2015 Software Startup IPOs and… Read Full Article
From the Investors Mahesh Vellanki of Redpoint Ventures looks at the operating metrics, KPIs, and valuation of HelloFresh in “HelloFresh’s IPO By the Numbers (And What It Means for Other… Read Full Article
From the Investors M.G. Siegler of Google Ventures adds his thoughts to the growing conversation around ad-blockers and whether they are good or bad for advertisers, content producers, and consumers… Read Full Article
From the Investors Jerry Neumann of Neu Venture Capital writes a thought-provoking essay on power law distributions in Venture Capital and elsewhere in “Power Laws in Venture” Benedict Evans of… Read Full Article
From Mattermark Danielle Morrill of Mattermark walks through the three phases of financial indicators in startups, the current and potential future state of Mattermark’s financial metrics, and points out some common… Read Full Article
From the Investors Guy Turner of Hyde Park Venture Partners visualizes three cycles he says are predictable in many startups in “Wave Theory of Startups: Braving the Funding, Sales, and… Read Full Article
From the Investors Scott Maxwell of OpenView Venture Partners reflects on the history of ‘value-add’ in Venture Capital and why he thinks focus is ‘the real differentiator’ in “The Truth… Read Full Article
From the Investors Jessica Livingston of Y Combinator opens up about how she shaped the community and culture of Y Combinator for the past 10 years in “The Social Radar:… Read Full Article
From the Investors Bill Gurley of Benchmark explains the differences between high priced private rounds and IPOs and suggests, ‘we are in a risk bubble’ in “Investors Beware: Today’s $100M+ Late-stage… Read Full Article
From the Investors Duncan Davidson of Bullpen Capital expands on Mattermark CEO Danielle Morrill’s post that notes a drop in seed financing deals, but overall rise in funding amounts in… Read Full Article
From the Investors Arsham Memarzadeh of OpenView Partners finds that on average, founders have 15% equity ownership of their company post-IPO, two founders ‘are better than one’ and more metrics… Read Full Article
Kevin Kelleher and Michael Carney of PandoDaily cite data from Mattermark and Renaissance Capital, finding ‘the number of private finance rounds reached or surpassed $100 million more than doubled last… Read Full Article
Mattermark CEO Danielle Morrill tells her side of the journey of Mattermark starting as a blog post about zombie VCs, in the wake of Referly shutting down, to raising a… Read Full Article
From the Investors Michael Copeland and Benedict Evans of Andreessen Horowitz discuss mobile market trends, current major smartphone makers and question the future of mobile in “Enough With the Old… Read Full Article
Today, we’re excited to announce our $6.5 million Series A round, led by Foundry Group. Please join us in welcoming Brad Feld to our board of directors, where we will… Read Full Article
From the Investors John Backus and Hemant Bhadrwaj of New Atlantic Ventures find that ‘dragons (‘fund maker’ companies) are four times as rare as a unicorn [company]’ and share a… Read Full Article