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Charting Form Ds to roughly see the state of venture capital “fund” raising

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Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#31

Post by [deleted] »

nkingsy wrote: post #11
JCM9 wrote: post #5

Earlier quoted context omitted.

Yep. Many / most aquihires are pretty ugly financially. While the headline sounds impressive (“X startup acquired for $250M”) the reality is that with preferred cap tables and terms most folks see nothing and investors are merely trying to recoup some losses or make a modest (less than S&P500 index fund return) return on investment. It’s basically a fire sale to salvage what’s left from the wreckage. Founders might g…

Don’t they usually get a better stock package than the average new hire?

[deleted]

Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#33

Post by CalRobert »

barbazoo wrote: post #12
CalRobert wrote: post #9

Earlier quoted context omitted.

Geeze, I had a product with real users and a path to monetisation and I got ignored… is it because I was in Europe?

> and I got ignored Socializing our losses here, aren’t we? If it works out you did it, if it doesn’t, it’s the others that didn’t see the value :)

Hah, fair enough! Also you’re more likely to hear about startups that get funded vs not.

Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#34

Post by mandevil »

nkingsy wrote: post #11
JCM9 wrote: post #5

Earlier quoted context omitted.

Yep. Many / most aquihires are pretty ugly financially. While the headline sounds impressive (“X startup acquired for $250M”) the reality is that with preferred cap tables and terms most folks see nothing and investors are merely trying to recoup some losses or make a modest (less than S&P500 index fund return) return on investment. It’s basically a fire sale to salvage what’s left from the wreckage. Founders might g…

Don’t they usually get a better stock package than the average new hire?

The employees along for the ride on an acquihire? Sometimes yes, sometimes no. Depends a lot on how generous the founder/target of the acquihire is.

Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#36

Post by programjames »

kerblang wrote: post #20

Bubbles are largely a function of finance, not tech; if there is a lot of easy money available, it wants somewhere to go, and any tech will do (recall XML startups...). Interest rates are one of the biggest factors, because of how they create indirect pressure on cash availability (which is the whole point of raising interest rates). Everyone is bracing for tariff recession as well, which may cause a lot of investmen…

Bracing for tariffs starting two years ago?

Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#38

Post by BlandDuck »

It is a concern that this could simply reflect changing naming conventions for private funds. There is nothing that requires a fund to use the "Fund I" convention.

Would it be possible to confirm the trend using Form ADV instead of Form D filings?

Re: Charting Form Ds to roughly see the state of venture capital “fund” raising

#40

Post by dingnuts »

programjames wrote: post #36
kerblang wrote: post #20

Bubbles are largely a function of finance, not tech; if there is a lot of easy money available, it wants somewhere to go, and any tech will do (recall XML startups...). Interest rates are one of the biggest factors, because of how they create indirect pressure on cash availability (which is the whole point of raising interest rates). Everyone is bracing for tariff recession as well, which may cause a lot of investmen…

Bracing for tariffs starting two years ago?

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