Near term M&A

https://giphy.com/gifs/lab-psychology-physiology-3oEduXcQeQCX3vwxxK What the market has been doing M&A market in the near-term is changing a little: (1) confidence is what drives deals (we've got low confidence); (2) it takes 6 months for private markets to catch up to the public markets; (3) low volatility enables an active M&A market, but currently volatility is still somewhat… Continue reading Near term M&A

Venture Deals in 2020

Since the Coronavirus was labeled a ‘pandemic’ on March 11th, over 372 startups have laid off more than 39,000 employees. The latest big announcement being yesterday with Airbnb and 25% of their staff being cut (equating to 1,900 employees), even after they just took on $2bn in debt. Airbnb also cuts deep as it's a… Continue reading Venture Deals in 2020

Startup Resources During #Covid19

I believe that the US will have more Covid19 cases than China. Its a byproduct of a country passively watching this across the seas for a month before taking it seriously. Now hard decisions are being made and more will be made in the next few weeks. Time to get over it and make smart… Continue reading Startup Resources During #Covid19

Pandemic Valuations (?)

"We've" been waiting for a market correction over the past few years and I believe it has come. Hard stop. Regardless of when this global pandemic settles, the markets won't pop back and reset to what it was. With that, I am curious where startup valuations will land. Right now most high-growth B2B SaaS companies… Continue reading Pandemic Valuations (?)

Startups & Optimal Boards

The first response to this is the grad school saying of, "it depends" (your evergreen, go-to scapegoat answer). But getting to a realistic answer is that 'it depends' on your stage and structure. The below information is tailored to the startup and not non-executive director (NED), which I'll address in another post. What is important… Continue reading Startups & Optimal Boards

The Shift In Financial Advisor Tech

There's an interesting startup -> scaleup company trend happening in the financial advisor (FA) space. With it we're going to start and see more pre-growth to growth stage companies becoming integrators and offering bespoke products that will be acquired early in their journey to growth. On the flip side, there will be less single product… Continue reading The Shift In Financial Advisor Tech

Successful Startup Ecosystems

It's important to know the environment you're scanning when building a company or looking to invest in one. When targeting companies for investments or partnerships (venture capital to corporate development), the concentration needs to hit a certain threshold for you to either spend time in that geography or to take it a step further and… Continue reading Successful Startup Ecosystems