Like many parents of autistic children, Misty Richard was thrilled in 2017 to find a clinic close to her home in Baton Rouge, Louisiana, that could help her son, Javier Bautista, known as J.J. The facility was operated by the Center for Autism and Related Disorders, a nationwide company that had 265 locations at its peak. Known as CARD, the center specialized in Applied Behavior Analysis, an individualized program that uses reinforcement strategies to help autistic children cope, learn and communicate. READ MORE
Capital Raise Or Company Sale? There’s A Third Strategic Option
So, you’ve successfully navigated your startup to a pivotal moment. You’ve secured some $10 million in funding, identified a product-market fit, and achieved an impressive $3 million in annual revenue with consistent year-over-year growth.
The clock is ticking: Projections point to profitability in 12 months, but your runway is drying up in nine. The pressure is on! READ MORE
Startups Are Still Buying Fewer Startups
For venture-backed startups, it’s historically rather common to wind up selling to another startup. Lately, however, the pace of these deals has been slowing down.
In all of 2023, just over 650 funded startups globally were acquired by other funded startups, per Crunchbase data, the lowest total in three years. READ MORE
Which Overlooked Startup Sectors Will Be Powerful Investments In 2024?
AI commanded the attention of VCs last year, but while investors debated whether to bet on image-generation AI or medtech AI, several extremely consequential startup sectors ended up being overshadowed.
Some of these verticals, though less popular among traditional VCs, may change the world in the next few years, and investors should take note before missing out. READ MORE
Restructuring Wave Coming for Private Equity
This is one record private equity isn’t proud to have broken in 2023. A record number of PE-owned companies filed for bankruptcy last year. Heavy debt loads paired with rising interest rates have put tremendous pressure on these company’s loan payments, driving many into bankruptcy. READ MORE
How private equity conquered America
Private equity firms are buying up the US economy and stripping it for parts. From healthcare to education, utilities, and more, massive firms like Blackstone and the Carlyle Group have acquired vast holdings across critical industries essential to the health and well-being of everyday people. Instead of seeking to make these ventures more profitable, private equity firms are more likely to orchestrate to bleed their assets for short-term gains—even if those assets are univerisites, hospitals, or nursing homes. Gretchen Morgens0n, author of These Are the Plunderers: How Private Equity Runs—and Wrecks—America, returns to The Chris Hedges Report to discuss how private equity came to hold America hostage. READ MORE
Big losses are pushing venture-backed startups over a cliff - and taking the IPO market with it
Financial backers and firms are both caught in a 'Wile E. Coyote' dilemma
VCs now must decide which startups to save and which to let go.
Startup companies increasingly are tumbling over a financial cliff, while others are hanging in mid-air like Wile E. Coyote before the inevitable fall. READ MORE
The VC Walking Dead
Perception can overshadow reality in the image-conscious world of venture capital. But some funds are running out of money to keep the facade going.
So-called "zombie VCs" — or venture funds that don't have enough cash to cut deals — are set to become a big issue this year. READ MORE
Three Ways Venture Capital Will Evolve In 2024
Last year was a challenge for many in private capital. TechCrunch reported that total venture investment in the third quarter of 2023 was $73 billion, falling more than $25 billion from a year earlier and 65% from the record highs set in the fourth quarter of 2021.
As investor focus has shifted from companies that pursued growth-at-all-costs to those with solid traction and a path to profitability, fewer deals met the new threshold for investor appetite. But things are shifting again. The promise of interest rate cuts in 2024 is offering a glimmer of hope, at the same time that many of the startups that last raised at the peak of the market will soon need to raise again. READ MORE
The AI Gold Rush: How Startups Can Stake Their Claim In A Competitive Frontier
Following the debut of ChatGPT, it didn’t take long for AI companies to flood the business landscape. But while AI startups successfully raised $50 billion worth of investment in 2023, there was a clear decline in investments by the end of the year, indicating the initial investment buzz was wearing off.
Rather than casting wide nets of investments over the space, investors are now seeking stronger market fits. To succeed in this new age of AI maturation, entrepreneurs need to focus on building moats — finding unique ways to build a defense perimeter around their offering to fend off competitors or, at the very least, make it difficult to compete with them. READ MORE
A Scientific Approach To Venture Capital
Finding defensible magic is hard. Completing your Ph.D. is hard. Building a company is hard.
Understanding how VC works should be easy.
But so many scientist-founders never get the full breakdown. Once you see how it all fits together, everything makes sense. Why some companies get funded and others don’t. READ MORE
Why some investors are charting a different course on AI
There's no one-size-fits-all strategy when it comes to venture capital investments in the booming artificial intelligence sector.
State of play: Large language model companies are still making headlines for raising piles of cash at eye-popping valuations, but it also appears a growing number of VCs are slinging some of their checks in other directions.
The big picture: At Upfront Ventures' annual confab in Los Angeles this week, a number of top VCs took the stage to share their thoughts on investing in AI. READ MORE
It's becoming insane again in venture capital: A tiny AI startup wants investors to pay $100 to book a meeting with its founder.
The venture-capital industry has mostly been a tale of woe in the past year, with thousands of startups struggling to raise money and many shutting down.
For some lucky founders, though, the market is as frothy as ever and edging into the realm of insanity again. READ MORE
The AI Gold Rush: How Startups Can Stake Their Claim In A Competitive Frontier
Following the debut of ChatGPT, it didn’t take long for AI companies to flood the business landscape. But while AI startups successfully raised $50 billion worth of investment in 2023, there was a clear decline in investments by the end of the year, indicating the initial investment buzz was wearing off.
Rather than casting wide nets of investments over the space, investors are now seeking stronger market fits. To succeed in this new age of AI maturation, entrepreneurs need to focus on building moats — finding unique ways to build a defense perimeter around their offering to fend off competitors or, at the very least, make it difficult to compete with them. READ MORE
Breaking Down The Reddit IPO
It is now official: After a false alarm in 2021, the Reddit IPO is finally coming. And the market looks far different than it did the last time.
What should we expect both from Reddit and the larger IPO market? After collaborating with Reddit for a number of years (Reddit was one of the earliest customers at my company Sendbird), here’s my take. READ MORE
The Difference Between Startup Valuation And Round Pricing
On Aug. 20, 2011, Marc Andreessen published the definitive manifesto for a generation of technologists and investors, with “Why Software Is Eating the World.” It kicked off an era of immense enthusiasm for software startups, coinciding with a period of historically low interest rates.
The pace of investment accelerated over the next decade, and without sifting too finely through recent history we can reflect back on a quote from Andreessen’s essay:
“Too much of the debate is still around financial valuation, as opposed to the underlying intrinsic value of the best of Silicon Valley’s new companies.” READ MORE
Tech Layoffs Stay High As Extended Runways Reach Their Limit
In the runup to the 2021 market peak, the word most often used in conjunction with the technology job market was “up.” Hiring was up. Salaries were up. And optimism was too.
More recently, coverage of tech employment invariably includes much use of the word “down.” Openings are down. Job mobility is down. About the only thing stubbornly remaining up is layoff announcements. READ MORE
States With the Largest Growth in Venture Capital Investment Over the Past Decade
The U.S. economy has continued to defy pessimistic expectations in recent months, with employment, wages, and consumer spending remaining resilient amid high inflation and rising interest rates. But one part of the economy that has retracted is venture capital investment.
Venture capital financing has been a major catalyst for business growth in recent years, particularly through innovations in fields like technology and software. Now-ubiquitous tech companies like Uber and Airbnb got their starts as venture-backed startups within the last 15 years, but the impact of VC investment has flowed into every corner of the economy. As of late, however, high interest rates have pushed venture investors to be more conservative, making it harder for new startups to raise funding and leading to widespread layoffs in many venture-backed companies. READ MORE
Europe remains hard to crack for North American GPs
A few years ago, setting up shop in Europe was the soup du jour for North American VCs. From OMERs and Lightspeed to Bessemer Venture Partners, the market attracted firms of all sizes, and the Spotify IPO seemed to wake up North American VCs to Europe’s potential to create outsized exits. VCs wanted to make sure they didn’t miss out on the next wave.
But it’s unclear that they were able to catch it. Trends haven’t fully reversed since the happy days of 2021, but they’ve come pretty close. READ MORE
As venture capital funds pull back on consumer, more private equity firms look to play a bigger role in startup investing
Private equity funding is playing a greater role in consumer startup funding, particularly as venture capital funding dipped last year.
Among startup brands, venture capitalists typically make early investments in promising companies — or sometimes even concepts — predominately based on the potential for big growth. But private equity involves making controlling investments in more established companies and helping sustain profitability. READ MORE