The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
Oct 3, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
What Is the Thesis at Iconic Growth?
03:21 • 2min
Venture Capital - What's the Current State of Venture Capital?
05:04 • 3min
How Does the Current Market Compare to Prior Downturns?
08:07 • 4min
Are We Keeping the Freeze in Our Investment Decisions?
11:42 • 2min
Private Equity Markets
14:08 • 3min
Venture Firms
16:52 • 4min
Seed Valuations
20:57 • 2min
Growth and Efficiency Benchmarks - Is Seed the Wild West?
22:35 • 5min
The Need for More Efficient Growth
27:53 • 4min
Is the Overhang There? Is It There?
31:43 • 3min
How to Create a Culture That Drives Investing Success
34:52 • 2min
How Do You Evaluate a Company's Culture in a Remote Environment?
36:54 • 2min
How to Get Better at Venture Capital Investing
39:07 • 2min