Equity Is today's market sad or sane?
Jan 26, 2022
Mary D'Onofrio, a Partner at Bessemer Venture Partners, shares her insights on the current market climate and its effects on startups. She discusses the dramatic decline in the Bessemer Cloud Index and the implications for private companies. As Peloton transitions from a pandemic darling to facing market challenges, discussions arise about growth investing trends. D'Onofrio underscores the evolving dynamics in venture capital, highlighting heightened scrutiny, changing valuations, and the nearly-closed IPO window, offering provocative takes on the future of due diligence.
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Bessemer Cloud Index
- The Bessemer Cloud Index benchmarks public cloud stocks.
- It helps private companies gauge potential exit valuations.
Cloud Index Decline
- The Bessemer Cloud Index has dropped significantly, signaling a market shift.
- This decline raises concerns about overvaluation and changing market dynamics.
Peloton's Decline
- Peloton's struggles illustrate the changing market.
- Increased demand during the pandemic led to overproduction and a subsequent stock decline.