On-demand startup valuations. History of CVC. Smart money in beauty. Regtech trends.
Very unprofessional. Very very.
Hi there,
He had me at “discuss synergies.”
Things got serious when he went for the “win-win.”
On-demand rise & fall
We examined the quarterly valuation history of 9 notable startups in the on-demand category — focusing specifically on ride-hailing startups and food delivery and logistics services startups.
Didi Chuxing’s recent $5.5B Series G round of funding propelled its valuation from $33.8B to $50B.
We put together a 9,000+ word report on the history of corporate venture capital. Digging into the history, it’s clear that the tensions and contradictions surrounding CVC have been there from the start:
The tension between financial and strategic aims
The contradictory evidence over whether startup investing actually works as a form of “outsourced R&D”
Please let us fail like this. Please please please.
There is perhaps no bastion of uninformed opinion like Hacker News.
In today’s lesson from Hacker News, we learn Google was a failure.
Beauty & brains
We mapped out smart money VCs’ beauty & grooming bets and see that a16z has been the most active investor in the space since 2012. In addition, Sequoia Capital made its first-ever beauty investment to British cosmetics brand Charlotte Tilbury.
I gotta admit
Posts by investors after a really big exit highlighting why they invested are as interesting as I expected they would be.
CB Insights data is the most trusted by those in the industry and the media. A few recent hits.
Forbes. Christopher Steiner (@steinerwriter) writes about the changing beliefs around having a dot-com domain and references data collected using the CB Insights platform.
Seeking Alpha. David Pinsen shares lessons from Twilio’s tumble and cites CB Insights investor data.