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venture capital

Notes: Stripe Staying Private Longer = Bad for Public Investors

Notes: Stripe Staying Private Longer = Bad for Public Investors

Summary * A funding squeeze post-2022 has pushed mid-size scaleups to IPO earlier, redistributing more return to public investors. If this continues, we may see the likes of Snyk push for an IPO sooner than many are anticipating. * However, most top-tier scaleups like Stripe and SpaceX remain private, using structured secondary markets to avoid IPO-related scrutiny and maintain control. * While public investors may gain better entry points than in the past, the shift toward operational disci

20 min read 06 Apr 2025

SVB & It's Implications

1 min read 16 Mar 2023

SVB & It's Implications

Summary * As a quick follow-on from the previous SVB content, Simon provides some audio with explanations as to what happened at SVB. * Additionally, he shares his views on how the SVB ramifications will play out over the course of the next few months and quarters. * TL;DR - this is

SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?

6 min read 13 Mar 2023

SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?

Summary * A brief account of what has happened with the winding up of SVB. * We consider the potential contagion effects. * We assess the impact on the recent cybersecurity peak fragmentation thesis we published in early February. Intro This is Jordan here – the one half of the Convequity team. My research