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20VC: The Memo: The State of the VC Market: Why Seed Funds Can't Invest in "Hot Startups" Anymore, Why Series A & B is Terrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Every VC Has More Fraud in their Portfolio with Jason Lemkin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
How to Analyze Growth in 2020
For traditional cloud companies SaaS companies At growth I would say Generally speaking There's a 15x ARR ceiling All the growth investors If you have a good company That it has to be It does have to be more efficient today. Multiples continue to re-expand The only problem is When I talked about the investors there just aren't enough candidates like that They've raised two high prices Today is because they're efficient Sometimes they just won't take the deal today 50x is not a bad deal But if Harry, you and I are running the SaaS company We're at 40 million ARR We're kind of break even And nice guy growth fund wants to buy 20% but
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