Samsara would have to command a revenue multiple of just under 12x to meet its final private price. Will it manage that? Er, yes. Yes, it will.
Why SoundHound is valued at 5 Shazams
To find out why voice AI company SoundHound is set to go public via a SPAC at a nearly $2.1 billion valuation, let’s have a closer look at its history, and the case for its double unicorn valuation.
What happened to Paytm’s IPO valuation?
Paytm’s IPO price was simply too high compared to its recent financial results. Trailing results matter as well, and Paytm’s were just too weak to support its IPO price.
As Sequoia changes its model, other permanent-capital VCs weigh in
To better understand Sequoia’s new model, The Exchange reached out to a number of publicly listed venture capital groups from the United Kingdom.
Are rivals snacking on Instacart’s core grocery delivery market?
Instacart’s growth rate is plateauing. What’s going on?
Casper’s return to private life isn’t a canary for DTC companies going public
Why do we care about one public company’s planned exit from the public markets? Because Casper’s demise as an independent, growth-oriented DTC company details what can go wrong for such firms.
Faster deals, less diligence: The African startup market mirrors its larger rivals
Given that VCs are putting more money to work in Africa this year as the quarters tick along, it’s reasonable to anticipate that 2022 could bring even greater total venture investment.
Facebook’s next chapter just might make sense
I could never really figure out why Facebook spent heavily on VR, but the move may have actually been pretty brilliant from a strategic perspective.
Working to understand Rent the Runway’s IPO valuation
If we make critical remarks about Rent the Runway’s business, we’re not mocking the market demand it is working to meet. We’re noting that it is perhaps undercharging, which makes some numbers wonky.
Why Techstars is doubling down on Europe
As we get into our dive into Q3 2021 venture capital numbers, one region in particular has our attention: Europe.