Tom Tunguz

AUGUST 20, 2023

The post-Covid surge in venture capital pushed valuations & activity to record breaking heights. By looking at the cumulative rounds since 2010, we can see that Seed, A, & B volumes all trended meaningfully above their predicted counts. Since then, investing activity dropped precipitously. But the gap is narrowing.

Investment 236

Investment Venture Capital Startup Finance 236

Tom Tunguz

APRIL 21, 2021

If things continue as they are, the venture capital ecosystem will mimic the stock market, which marks companies to market every minute. I can’t see that happening for a number of reasons, but the trend is real: with more dollars to invest, the market is becoming much more liquid. Just kidding.

Venture Capital 278

Venture Capital Innovation Startup Acquisition 278

Kellblog

MAY 8, 2019

Every so often I post highlights from the quarterly Fenwick & West Venture Capital Survey , as much to share knowledge about the existence of the survey [1] as to share its current-quarter data. First, it shows trends in price changes over time across various VC rounds. This survey is important for two reasons.

Venture Capital 73

Venture Capital Finance Pricing Startup 73

Tom Tunguz

JULY 22, 2014

Which startup sectors should expect to benefit from this surfeit of capital? Each quarter, the National Venture Capital Association and Thomson Reuters gather data on the VC industry. I’ve used this data to draw the long term investment trends across the US venture capital industry.

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Venture Capital Startup Banking Trends 100

SaaStr

JANUARY 13, 2023

We’ve had Fractional CFOs for a very long time, and perhaps they inspired the trend. They usually come in and handle compliance and oversight for an existing finance team that perhaps lacks the seasoned experience to handle models, venture capital and debt, prepare for an audit, etc. But Fractional CFOs are often different.

Sales Hiring 286

Sales Hiring Venture Capital Scale Finance 286

Tom Tunguz

MARCH 31, 2016

Q1 venture capital investment remains steady relative to Q4 2015 at about $15 billion, but down from the near records attained in 2015. So, on a historical basis, venture capitalists are still investing at rates substantially above average. In Q1 2015, venture capitalists invested $17.5 billion compared to $14.6

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Trends Investment Startup Venture Capital 100

Chart Mogul

JUNE 9, 2023

We’re even seeing changes in funding trends. ChartMogul Live hosts a panel of industry experts to cover the far-reaching topic: SaaS Growth Trends in 2023. Increasing focus on retention to generate income was a common thread in our ChartMogul Live discussion about retention trends.

Trends 52

Trends SaaS Payments Payment Solutions 52

Tom Tunguz

MAY 23, 2021

But there’s more to this trend than just nomenclature change. The data is a lagging indicator, but it does show how quickly and how significantly pricing has skyrocketed, the effect of evolution in both supply and demand in the venture capital marketplace. The market feels different. Investment processes last a few days.

Software Review 364

Software Review Venture Capital Cloud Pricing 364

Tom Tunguz

JANUARY 26, 2020

Nathan Heller published an article called Is Venture Capital Worth the Risk? It’s a well-researched critique of the venture industry. If you have ideas for how to improve venture capital for founders, please tweet me or send me an email with the link above. First, venture capital has become much bigger.

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Venture Capital Merchant Services Innovation Finance 230

SaaStr

FEBRUARY 24, 2023

The venture capital firm’s mission is to be “entrepreneurs backing entrepreneurs.” They highlight aggregate trends over the past five to ten years, particularly how to think about these in today’s business environment. This trends downward over time.

Scale 196

Scale Sales Hiring Scaling Venture Capital 196

SaaStr

JANUARY 5, 2021

What is the next big trend in SaaS (software as a service)? How do Venture Capital Firms really feel about founder salaries? What do partners at venture capital firms do? Why did Microsoft buy Wunderlist and destroy it? What’s the brutal truth on raising funds for a startup? How much does a VC partner earn?

Software Review 280

Software Review CTO Coach Technical Review Sales Recruiting 280

Tom Tunguz

JULY 8, 2015

In the last six months, VCs have invested more than $57B according to Mattermark data , which puts 2015 on pace to exceed 2000 as the year the most venture capital will be deployed, ever. Which sectors are benefitting from all these venture dollars?

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Trends Investment Startup Venture Capital 113

SaaStr

SEPTEMBER 26, 2023

The Most Surprising Thing About VC This Year Shen has been in venture capital for 12 years now, and it’s been a crazy ride to watch the whole bull market back in ‘10 and ‘11 when 10x revenue was insanely expensive for a SaaS company. The Battle To Own The Workflow Incumbents have been quick to react to the ongoing AI trend.

AI 244

AI Generative AI Venture Capital SaaS 244

Tom Tunguz

NOVEMBER 4, 2017

Initial Coin Offerings, a fundraising mechanism for companies using cryptocurrencies as a mechanism to buy their service, seem to be upending the world of venture capital. Recently, I’ve been wondering how prevalent ICOs are and whether they could potentially be a substitute for venture capital. Tezos raised $232M.

Venture Capital 190

Venture Capital Startup Trends Development 190

SaaStr

JUNE 16, 2020

150 CXOs exploring emerging trends and cloud innovation. Leaders in G2000 enterprises and leading SaaS and cloud vendors will share strategies, learnings, and issues; and venture capital and private equity investors will discuss the trends they are investing in and why you should care. Curated, invite-only networking .

Enterprise 157

Enterprise B2B Venture Capital Cloud 157

Tom Tunguz

JUNE 11, 2017

When I analyzed the SaaS fundraising market in 2016 , three trends emerged. In other words, there was a concentration of capital in an increasingly small number of names. A year later, those trends have continued to converge, and SaaS valuations have resurged, reaching their highs of the 2014-2015 boom.

Venture Capital 203

Venture Capital SaaS Trends Startup 203

Tom Tunguz

JANUARY 19, 2014

Each year the National Venture Capital Association and Thomson Reuters release data characterizing the state of the startup market. I’ve analyzed the 2013 data and there are three important trends I observed. All in all, the startup exit market is quite healthy. Let me explain the phrase material startup acquisition.

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Trends Startup Venture Capital Marketing 100

Buffer Resources

OCTOBER 16, 2023

Dulma Altan Content pillars: Creator economy, tech, startups, and venture capital Dulma Altan 's venture into podcasting was a natural extension of her TikTok presence, where she explored topics revolving around the creator economy, tech, startups, and venture capital.

Social Media 120

Social Media Venture Capital AI Search Banking 120

SaaStr

SEPTEMBER 16, 2021

MGV (Maschmeyer Group Ventures). Monta Vista Capital. MWest Ventures. Nanban Ventures. New Capital Partners. NewView Capital. Norwest Venture Partners. Okapi Venture Capital. Omega Venture Partners. Panoramic Ventures. Pender Ventures. PJC Ventures.

Scale 223

Scale Venture Capital Innovation Banking 223

Think Strategies

JANUARY 28, 2021

I’m pleased to be one of the initial advisors of a new venture capital and advisory services firm focused on the ‘third wave’ of cloud consulting companies that are emerging in the market to respond to the escalating cloud deployment and management needs of enterprises worldwide.

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Consulting Cloud Venture Capital Enterprise 130

Tom Tunguz

NOVEMBER 27, 2012

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. Given the challenges of many of these companies, I suspect this trend to reverse.

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Trends Investment Social Media Venture Capital 100

SaaStr

MAY 7, 2023

And we’re already trending upwards of 4,000 of your fellow SaaS CEOs, Revenue Leaders, Executives, and Investors joining us for 2.5 After two incredible years in Paris, and our highest NPS event ever at the beach last year in Barcelona— many of you have asked for it so this time SaaStr Europa is coming to LONDON.

Venture Capital 203

Venture Capital Banking Benchmarks Scaling 203

SaaStr

MARCH 15, 2021

(or Really, #1) “State of the Cloud 2021 with Bessemer Venture Partners” This annual SaaStr tradition with Bessemer Venture Partners is better than ever. Do a deep dive into the data, trends and more in Cloud in 2021. Yes, you can get to $100m in revenues without $100m in venture capital. #6.

Cloud 140

Cloud CTO Scale Venture Capital 140

SaaStr

JUNE 30, 2023

When I look at the purpose of venture capital, it’s not to burn a dollar five in order to grow a dollar of revenue,” says Magnuson. Build For Something That Will Be True in 5 or 10 Years Determine what changes current trends and developments are going to drive in humans.

Scale 187

Scale Mobile Venture Capital Scaling 187

SaaStr

JANUARY 17, 2021

Then, segment your NPS and CSAT, so you can see the trend s. Yes, venture capital can help smooth out the bumps here. A few things: First, if you aren’t measuring NPS and CSAT yet — start NOW. This month. THIS WEEK. I didn’t. It was a big mistake. More on that here. All of this happens.

SaaS 363

SaaS Venture Capital Churn Branding 363

Buffer Resources

AUGUST 2, 2023

I was working at a Venture Capital firm and was feeling the itch to create something new on my own. Through those relationships, I noticed a trend: founders of startups are no different than anyone else. Milk Road did well because it capitalized on crypto at peak popularity. ExplodingIdeas.co

Business 90

Business Venture Capital Technical Review Trends 90

Tom Tunguz

SEPTEMBER 2, 2018

The SEC announced last week that it wants to find ways to let Main Street investors access stage private venture companies. This news item underscores an important trend that is reshaping the industry. In the previous world of venture capital, with smaller funds and capital scarcity, distributing risk made more sense.

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Venture Capital Startup Investment Trends 223

Clouded Judgement

JANUARY 12, 2024

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.

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

Tom Tunguz

OCTOBER 10, 2020

Each quarter, a group of analysts, including me, publish analysis on the trends in the venture capital market. Seed is wild, and any analysis evaluating quarter over quarter trends in the seed market should have substantial confidence intervals around it, or the analysis should wait for a quarter or two to draw conclusions.

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Venture Capital Trends Investment Data 355

SaaStr

MAY 19, 2023

What VCs Are Looking For In 2023 Some VCs look for trends, and others, like Lemkin, aren’t following the trends. Instead of looking for trends, many VCs are looking for founders who see white space in a category because these categories will be re-invented again and again. The answer? Find ways to make less money go further.

Venture Capital 191

Venture Capital Management Business Model Trends 191

Tom Tunguz

JULY 15, 2017

The article pointed to the seeming collapse in the amount of venture capital raised by San Francisco startups relative to other regions. The slowing of venture investment more broadly across the US serves as a backdrop to San Francisco’s particularly strong correction. Might a consumer/enterprise regional hypothesis work?

Investment 203

Investment Startup Venture Capital Trends 203

Buffer Resources

DECEMBER 12, 2023

” Ashlyn Greer’s system for balancing trend analysis with real-time creation Ashlyn Greer is the CEO of Fashivly and a fashion content creator herself, who has developed a unique system for content ideation and creation.  They consider audience requests and current trends to create relevant and engaging content. "Regular

Systems Review 106

Systems Review Social Media Technical Review Scale 106

Tom Tunguz

JUNE 26, 2018

The largest accelerators in the US buck the trend, however. Third, all but one of the most active venture capital funds have reduced their seed investment activity. Second, many of the most active seed investors and institutional seed funds are investing in fewer companies. The lines in gray trace the investment counts by firm.

Venture Capital 187

Venture Capital Marketing Investment Pricing 187

Tom Tunguz

OCTOBER 21, 2017

I’ve observed all these trends in the last few years. I believe competition is a major driving force, especially since venture capital is conspicuously copious. Opting out of starting a company - deciding the timing isn’t right because of the competition. The fourth has the starkest data.

SaaS 189

SaaS Venture Capital Finance Machine Learning 189

Tom Tunguz

JUNE 21, 2015

throughout those cycles, venture capital has flourished from a cottage industry into $100B per year asset class. VCs are on track to invest as much capital this year as during the height of the dot com era. From 2000 through 2009, the federal funds rate and venture investment paralleled each other.

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Venture Capital Startup Investment Trends 100

Point Nine Land

AUGUST 17, 2021

What’s your favourite part of working in Venture Capital Having been a founder, my favourite thing is providing the little but key pieces of aid when our portfolio founders need it most. What are some technologies or trends that get you excited at the moment? Very basic of me but hear me out… NFTs!

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Venture Capital Startup Trends Marketplace as a Service 97

Tom Tunguz

JANUARY 10, 2016

For all the talk about late stage rounds, megarounds and unicorns, early stage startups are benefitting disproportionately from near-record years of venture capital investment. Both an increase in the number of investments and the average amount raised by early stage companies has contributed to this trend.

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