Home Venture Capital 20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Collection A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Collection A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

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20VC: The Memo: The State of the VC Market: Why Seed Funds Cannot Spend money on “Scorching Startups” Anymore, Why Collection A & B is Horrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Each VC Has Extra Fraud of their Portfolio with Jason Lemkin

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Posted on ninth August 2023 by Harry

Jason Lemkin is the Founder @ SaaStr one of many best-performing early-stage enterprise funds targeted on SaaS. Up to now, Jason has led investments in Algolia, Pipedrive, Salesloft, TalkDesk, and RevenueCat to call a number of. Previous to SaaStr, Jason was an entrepreneur, promoting EchoSign to Adobe for $100M the place it’s now a $250M ARR product.

In Right now’s Episode with Jason Lemkin We Focus on:

1. WTF is Occurring At Seed Proper Now:

  • Why does Jason consider seed is extra lively than ever?
  • Is the pricing of seed rounds impacted because the downturn?
  • Why does Jason consider it isn’t solely not the tip of social gathering rounds however just the start of them?
  • Why does Jason consider you can’t fail when you have $1M in ARR and a tremendous founder?
  • Why does Jason consider that seed traders can’t take part in “sizzling seed rounds” anymore?

2. Is Collection A a Lifeless Zone:

  • How does Jason analyze the Collection A and B atmosphere at present?
  • What has modified in what traders anticipate and wish to see in potential Collection A and B investments?
  • What occurs to the numerous corporations who raised pre-emptive Collection As and have 10 years of runway however no product-market match?
  • Why does Jason consider founders ought to supply to present the cash again when it isn’t working?
  • What occurs to the Collection A and B market within the subsequent 18 months? When does it come again?

3. Development: Individuals are Too Unfavourable!

  • Why does Jason consider that progress is extra lively than many are giving credit score for?
  • What are the ARR benchmarks required to get a great progress spherical time period sheet at present?
  • Why does Jason consider that VC DD is a load of BS?
  • Why does Jason consider that each VC has fraud of their portfolio? Will they arrive out?

4. Ring That Bell: IPOs and M&A:

  • Why does Jason consider 2024 shall be a tremendous yr for IPOs?
  • Why does a lot of the IPO market depend on Stripe and Databricks?
  • What is required for a tremendous 2024 IPO market?
  • How does Jason consider the M&A market in 2024? Will regulation get in the best way?

5. Jason Lemkin: AMA:

  • Why does Jason Lemkin consider this technology of staff won’t ever work onerous once more?
  • What’s the solely means for seed funds to earn money investing in serial entrepreneurs?
  • What does Jason know now that he needs he had identified when he began investing?

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