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VC consumer investment trends by sector and stage

Tom Tunguz

Yesterday, I showed the increasing share of venture capital investments consumer companies represent. But examining the trends at a category level may mask patterns by consumer category and also by stage. I categorized the consumer investments by 10 leading firms over the past 18 months into six buckets of my choosing.

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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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The Subscription Model is the New Standard

SaaSOptics

Magazines, newspapers, life insurance, phones, security services, and a long list of products and services have been sold for decades using the subscription model. The difference now is how important and meaningful the subscription model has become to the national economic engine. What has changed?

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The Subscription Model is the New Standard

SaaSOptics

Magazines, newspapers, life insurance, phones, security services, and a long list of products and services have been sold for decades using the subscription model. The difference now is how important and meaningful the subscription model has become to the national economic engine. What has changed?

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Benchmarking WorkDay's S-1 - How 7 Key SaaS Metrics Stack Up

Tom Tunguz

Unlike these other companies, WorkDay has employed a huge professional services team in addition in investing massively in their R&D to create a broad suite of products. In 2009 and 2010, the company recognized more revenue from services than subscription. In 2011, the year of the IPO, services still accounted for 33% of revenues.

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Summary of New York Tech Week 2023 (Itaú BBA, BTG, BofA)

SaaSHolic

The next frontier: cross border financing Roberto Lee, Founder & CEO (Avenue); Anderson Thees, Managing Partner (Cubo Capital); Joao Del Valle, Co-Founder & CEO (EBanx) The session starts discussing the investment service company and its various types of investments in equities, bonds, and crypto.

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ChurnZero Once Again Named the #1 Momentum Leader by G2

ChurnZero

The platform has 750,000 reviews, and $100M in total funding invested by IVP, Accel Partners, LinkedIn, Emergence Capital, Pritzker Group, Chicago Ventures, Hyde Park Ventures, industry leaders and founders. ChurnZero helps subscription businesses fight customer churn. About ChurnZero.