Chapter
The Rising Valuations of Pre-Revenue Seed Deals
05:29 - 09:47 (04:18)
Pre-revenue seed deals used to be in the 5 to 10 million dollar valuation range, but now they can go for 27 to 30 million dollars, putting pressure on sponsors to put up more money to get these deals done.
Clips
The pressure is on sponsors as hedge funds running year to date risk face the threat of inflation and a factor rotation out of tech.
05:29 - 07:18 (01:49)
Summary
The pressure is on sponsors as hedge funds running year to date risk face the threat of inflation and a factor rotation out of tech. Deleveraging happening with the funds that bought a lot of these SPACs and DSPAC listings in the aftermarket creates a log jam on the back end for many of these deals.
ChapterThe Rising Valuations of Pre-Revenue Seed Deals
EpisodeE28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The recent Archagos incident highlights the importance of managing year-to-date risk and irrational decision-making.
07:19 - 08:46 (01:26)
Summary
The recent Archagos incident highlights the importance of managing year-to-date risk and irrational decision-making. Meanwhile, private company valuations are reaching all-time highs, with some seed deals being done pre-revenue in the high 20s.
ChapterThe Rising Valuations of Pre-Revenue Seed Deals
EpisodeE28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Pre-revenue seed deals used to be in the 5 to 10 million dollar valuation range, but the current trend shows hot pre-revenue seed deals going for 27 to 30 million dollars with a 10 to 20% dilution event, which is not yet considered as the Series A.
08:46 - 09:47 (01:01)
Summary
Pre-revenue seed deals used to be in the 5 to 10 million dollar valuation range, but the current trend shows hot pre-revenue seed deals going for 27 to 30 million dollars with a 10 to 20% dilution event, which is not yet considered as the Series A.