Hello and welcome back to Equity, TechCrunch’s venture-capital-focused podcast, where we unpack the numbers behind the headlines.
Here’s a taste of what we got into:
- Qualtrics IPO pricing, and the future of major acquisition pricing schemes. This company’s path to the public markets has been a long time coming, so we had plenty to say.
- How Atlanta’s Calendly turned a scheduling nightmare into a $3 billion company. This story was not only neat, but also operated as a sort of palate cleanser for the team.
- Rhino‘s interesting insurtech play, and how it is pre-IPO pretty damn early. Revenue questions, the power of insurtech and public markets impacting startups? This story had it all!
- Alex talks about how Fast is raising fast money ($102 million to be exact). Even more, the Fast story fits into a broader narrative of online checkout startups raising a zillion dollars in recent weeks.
- A boom in food delivery and restaurant startups, and why Danny is bearish on a plastic-free play. Natasha is in favor. Alex gets a company’s model mixed up with Spoon Rocket.
- Natasha explains how Clubhouse isn’t the first company to raise millions off of millions of users with no known near-term monetization plan. Her piece on ClassDojo illustrates how a quiet edtech giant finally turned its 51 million users into a profitable base. There’s also a new edtech investor survey for you to check out (Discount code: EQUITY).
- TCV’s record fund, and a female-focused angel fund coming out of Africa.
As always, it was a ton to get through because there is just so much going on. More Monday morning, until then stay cool!