VC Cafe

AUGUST 3, 2023

While Israeli startups successes are well known in the B2B space (cybersecurity, enterprise tech, devops…), B2C startups are unsung heroes… The landscape of B2C tech in Israel is blossoming, despite several challenges. Israeli B2C – Let’s start with the high level picture.

B2C 148

B2C Generative AI Artificial Inteligence 148

David Teten

MARCH 18, 2021

Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. “Tech” means B2B Saas/Fintech or Consumer apps. For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries. B2B vs B2C) within the business model preference. .

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

Both Sides of the Table

APRIL 21, 2020

Topics we covered: B2B Companies You haven’t seen the full extent to how the correction is going to affect you. B2C Companies We talked about how some companies saw an immediate decline in purchasing (for example if you’re in travel or hospitality). Biggest Advice I Give to Portfolio Founders? Raise when you can.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

View from Seed

NOVEMBER 7, 2019

On paper, VC portfolios perform well. Roughly 18-24 months ago, people started to revisit the question of unit economics… what is the underlying profitability of a B2C transaction or a B2B SaaS contract once all the appropriate costs are factored in. 2020 and Beyond? 2017-2018: Rediscovery of Unit Economics.

IPO 202

IPO Early Stage Cofounder B2C 202

Agile VC

NOVEMBER 7, 2019

On paper, VC portfolios perform well. Roughly 18-24 months ago, people started to revisit the question of unit economics… what is the underlying profitability of a B2C transaction or a B2B SaaS contract once all the appropriate costs are factored in. 2020 and Beyond? 2017-2018: Rediscovery of Unit Economics.

IPO 100

IPO Early Stage Cofounder B2C 100