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What Could the Venture Market Look Like in the Coronavirus Era

Tom Tunguz

Let’s look at the data. That grew to about $5B per quarter in 2007 and early 2008. Let’s break down the trends by series. In 2008, I had just joined the venture industry, and then Lehman fell. So this was a bit of a trip down memory lane. In 2006, VCs invested about $3.5B per quarter in seed, A, B, and C rounds.

Marketing 324
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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Given those two data points alone I’d expect the median multiple today to be closer to 4x! The reason for all of this - the Fed reserve’s the right to change their mind / policy based on the data, but the problem is the data is lagging.

Cloud 183
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The Four Key Trends of the Startup Acquisition Market

Tom Tunguz

Given this state of affairs, it’s a good time to take stock of the major trends in the startup market. The chart above shows the aggregate value of venture-backed startup M&A activity from 2000 through 2014[1] in orange, using NVCA data. In 2000, M&A activity generated an astounding $92B in proceeds.

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How Healthy is the SaaS IPO Market?

Tom Tunguz

According to the data, 2016 has the potential to be the worst SaaS IPO year in six. By 2007 there were five IPOs and that number crested at nine in 2013 and 2014. After more than a decade of reinvention, I was curious how healthy the IPO market is for SaaS companies. The chart above plots the number of SaaS IPOs.

Marketing 101
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The Increasing Costs of Real Estate for Startups in San Francisco

Tom Tunguz

JLL the real estate broker shared their data on the average asking rent in San Francisco from 2007 two 2016, year to date. But the trend does show some signs of slowing. In addition to increasing labor costs, startups in San Francisco are facing monotonically increasing real estate prices.

Startup 100
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HITRUST vs HIPAA: Compliance for Healthcare Organizations

Scytale

If you handle patient data , you have got to follow HIPAA or else you’ll be breaking the law! Here are the major things you got to do: Protecting Patient Privacy: Only sharing someone’s health data with their permission or for treatment. HITRUST, which came to life in 2007, is all about protecting sensitive data.

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Why Personas Are Critical Product Development and Go To Market Tools for Startups

Tom Tunguz

When the data analytics team took the stage, I listened with great interest as the chief of the group described their internal struggles with data and the areas where startups might help them achieve their goals. I’ve summarized these personas below: The Three People That Matter in Data. Role Challenges Technology.

Startup 100