We have our own point of view on the people, technologies, and conversations that will shape the future.
Economic downturns force us to get back to basics: The cost of new capital and low valuation multiples—even for top-performing public companies—force startups to make substantial progress per dollar to get a term sheet, much less an up round.
As we consider the post-COVID economy, we reflect on previous recessions to inform our predictions about how various asset classes and business models might perform.
After nearly two years of soaring valuation multiples for public cloud stocks, the law of financial gravity has returned in recent weeks.
Downturns are historically terrible for M&A, but there are reasons to believe that may not be the case during this recession. Markets have shown an unfortunate ability to accelerate deal...