tech, startups, internet

VC incentives: logo-hunting and optionality

Byrne Hobart offers an intriguing analysis on the incentives of VC associates. They’re not partners, and typically not on track to be partners, so he says they’re best served by promoting high-publicity deals rather than high-return deals. For those subscribers […]

tech, startups, internet

Tech experts predict how the world will change

“Tech exec, VCs, and analysts—from WhatsApp’s Will Cathcart to AOL cofounder Steve Case—on the pandemic’s lasting impact on how we live, work, and think.” Pay close attention and you’ll see how everyone’s views are colored by their businesses. One example: […]

tech, startups, internet

When tailwinds vanish

“The Internet tailwinds that propelled Silicon Valley’s meteoric growth for decades are stalling out. The ripple effects will jolt the tech industry.” | learn more

tech, startups, internet

Venture returns with Abe Othman of AngelList

“If you miss the best-performing seed investment, you will eventually be outperformed by someone who blindly invests in every credible deal.” This data-driven analysis of investment returns paints a vivid picture. However, executing the strategy requires a good definition of credible […]

tech, startups, internet

SaaS valuations holding strong

“While SaaS valuations have gone down a bit from their all-time highs, they have held up well in this era of global pandemic. According to the BVP NASDAQ Emerging Cloud Index, the average public SaaS company is trading at 12.7x […]