Remove Differentiation Remove Down Round Remove IP Remove Valuation
article thumbnail

VC Optimism Returning But More Pain Ahead In Their Portfolios

Hunter Walker

At the time, this is last quarter and the stock market has trended upwards nicely since then (a potential leading indicator of private tech valuations), we all agreed venture portfolios were probably still 25-40% overvalued. Valuations. Restructures, Down Rounds, and Pay to Plays.