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. Much has changed since then.

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. B2B vs B2C) within the business model preference. . Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. VC theses are often so vague that they’re meaningless. 3) Geography-defined funds.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

VC Cafe

APRIL 28, 2021

The sum is equivalent to the combined annual revenue of Snap and Twitter for 2020. Donations/pledges – Patreon, the early mover of creator monetisation tools, raised $155M on a $4 billion valuation in April 2021 , tripling the valuation from a previous round in Sept 2020. Billion in 2020.

Audio 168

Audio Valuation Stealth B2C 168

Both Sides of the Table

APRIL 21, 2020

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? I spoke about that more in this deck that I wrote for the SaaStr conference in early March 2020. Burn through your cash quickly at your peril.

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