article thumbnail

Patterns Across 5 Years of YC Investing

Tom Tunguz

An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. Crypto/web3 remains around 5% of investments. Cybersecurity and industrial/manufacturing are the two fastest growing categories.

article thumbnail

How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. Managing Them Will Remain a Headache.

Payments 281
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The State of SaaS Go-to-Market with Theory Ventures General Partner Tomasz Tunguz

SaaStr

In 2020, we transitioned from a physical selling universe to a virtual selling universe. It’s now falling to 150 because 81% percent of the dollars invested in venture capital at the height of the boom came from non-traditional venture capital firms which are all very likely to leave investing. Now, it’s about 120%.

article thumbnail

80% of IPOs Since 2020 Are “Broken”

SaaStr

To me, the most jarring statistic was this one: 80% of IPOs since 2020 are trading below their IPO price, or “broken ”: So what, you might think? Most VC investments do need to make money. There, even if most “logos” don’t make money, most of the dollars invested do need to make money. Buyer beware? Not all, but most.

Pricing 307
article thumbnail

The Mindset of An Investor Today with Ben Narasin

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Ben Narasin, Venture Partner, NEA

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. Have valuations changed?

article thumbnail

Redpoint: 31% of All VC Money Last Year Went Into Just 20 Deals

SaaStr

From 2020-2022, the top 20 deals were just 6%-8% of all VC capital. Massive investments, at massive valuations, into the biggest leaders of AI. In 2024, 31% of all VC capital went into just 20 deals. Now there’s a lot going on here and part of the rush in 2024 and 2025 is that more capital is coming into VC again.

article thumbnail

Battery Ventures: VC Investments Are Way Up. But Deals Aren’t.

SaaStr

Battery Ventures’ data says while VC investment $$$ are on fire — they aren’t going into more startups. Revenue growth slowed in 2020 for the average public SaaS company — but accelerated for the largest ones. The growth in venture in 2020 was really all in Series D+ rounds. A few top takeaways: #1.

article thumbnail

The Mindset of An Investor Today - Arlan Hamilton

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. Have valuations changed?

article thumbnail

The Mindset of An Investor Today with Mark Mullen

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Mark Mullen, Co-Founder, Bonfire Ventures

Join Peter Cowen, Managing Director at Sutton Capital Partners, with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. May 27, 2020 @ 10 AM PDT - TBD.

article thumbnail

The Mindset of An Investor Today with Tim Draper

Speaker: Peter Cowen, Managing Director, Sutton Capital Partners & Tim Draper, Founder, Draper Associates

Join Peter Cowen, Managing Director at Sutton Capital Partners, with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10:30 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. May 27, 2020 @ 10 AM PDT - TBD.

article thumbnail

The Mindset of An Investor Today with Minnie Ingersoll

Join Peter Cowen, Managing Director at Sutton Capital Partners with top VCs looking at the trends and perspectives on investing in today’s climate. May 13, 2020 @ 10 AM PDT - Tim Draper, Founder of Draper Associates. May 20, 2020 @ 10 AM PDT - Mark Mullen, Co-Founder of Bonfire Ventures. Have valuations changed?