Both Sides of the Table

FEBRUARY 4, 2016

” There are a lot of data points that one can observer to get a sense of the venture capital markets – both LP fundings into venture and VC financings of startups. They point to some widely known facts: financings & valuations are up massively over the past 7 years and non-VC money has entered the system. How do I know?

LP 150

LP Valuation Burn Rate Pre-Money Valuation 150

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. On the heels of macroeconomic data that showed strong fundamentals in the US, along with overtures from China to slow its downturn, the Standard & Poor’s 500 gained 3.9% Does this mean that we’ve dodged a bear market?

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. On the heels of macroeconomic data that showed strong fundamentals in the US, along with overtures from China to slow its downturn, the Standard & Poor’s 500 gained 3.9% Does this mean that we’ve dodged a bear market?

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

JULY 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. On the heels of macroeconomic data that showed strong fundamentals in the US, along with overtures from China to slow its downturn, the Standard & Poor’s 500 gained 3.9% Does this mean that we’ve dodged a bear market?

Marketing 40

Marketing Investment Bankers Valuation China 40

This is going to be BIG.

JANUARY 17, 2016

The public markets have been stumbling around lately, trying to figure out what China and oil prices mean for the rest of the world economy. Fear, not surprisingly, weighs markets down. They might have to get another round in, and that round will most certainly be a down round.

Dilution 60

Dilution Portfolio China Down Round 60

Both Sides of the Table

FEBRUARY 14, 2016

I recently survey more than 150 VC friends from all stages and geographies what they thought about the market by asking “Which of the following statements best describes your mood heading into 2016?” ” “Mark has a vested interest in talking down valuations of startups.” The Motive for Speaking Up.

Valuation 150

Valuation Down Round Startup Later Stage 150

VC Cafe

NOVEMBER 30, 2022

On a high level, the report found that “ of the more than 300 VC-backed unicorns in the region, 203 have fuelled more than 1,000 (1,018) new tech-enabled startups, with former employees becoming founders “ In terms of hubs, UK and Israel have produced the highest numbers of unicorns outside of US and China.

Europe 97

Europe Balance Sheet Valuation 97