The Exchange

Insurtech is hot on both sides of the Atlantic

We spoke with a number of VCs from Europe to hear their perspectives on what’s happening on the ground, including folks from Accel, Astorya.vc and Insurtech Gateway.

What do these 4 IPOs tell us about the state of the market?

To catch up on this busy IPO week, Marqeta, Monday.com, Zeta Global and 1stDibs are on the docket.

AI startup investment is on pace for a record year

AI rounds are particularly hot or at least as hot as the larger SaaS market, which is itself enjoying historically rich multiples as more capital pours into the aggregate startup world.

As Monday.com targets $6B+ IPO valuation, Zoom and Salesforce commit $150M

As the company is expected to price tomorrow and trade Thursday, we're looking at data that could prove final, unless Monday.com manages to push its IPO price range higher, or prices above estimates.

This SPAC is betting that a British healthcare company can shake up the US market

You have questions. I have questions. We'll get to some answers.

As buy now, pay later startups keep raising capital, a dive into Klarna, Afterpay and Affirm’s earnings

The BNPL space is flush with consumer interest but not yet awash in profits as major players battle one another for global spend share with a glut of smaller startups hot on their heels.

The existential cost of decelerated growth

What happens to technology companies with slowing growth and a rising focus on profitability before they reach behemoth scale? How much does the market value hypergrowth?

Reading the IPO market’s tea leaves

Today's dissection of the public offering market paints a generally positive picture of the IPO market for venture-backed companies.

Sprinklr’s IPO filing shows uneven cash flow but modest growth

With American stocks back near record highs, it could be a propitious moment to list for software companies that lack impressive top-line expansion results.

Doximity’s S-1 may explain why healthcare exits are heating up

By generating lots of cash and profit, Doximity hasn't raised a round since 2014.

Acorns’ SPAC listing depicts a consumer fintech business with a SaaSy revenue mix

Acorns feels like a company going public a year or two early, which is a bit of the point of SPACs, frankly.

Flywire’s flotation suggests the IPO slowdown is behind us

The Flywire IPO is neat from a financial perspective and notable in that it's a Boston exit as opposed to yet another New York or San Francisco-based flotation.

Dogs of Lordstown

Lordstown is not the only SPAC that is going to see some daylight between its pitch and its performance. But it's a pretty stark reminder that SPAC decks are sales pitches, not promises.

Zeta Global’s IPO filing uncovers modest growth, strong adjusted profitability

With a rising adjusted EBITDA result and improving adjusted EBITDA margins, Zeta has a profit story to tell investors along with possibly accelerating revenue growth.

As Zynga impresses, rival mobile-gaming shop Jam City looks to list via SPAC

This morning, we're looking at the Jam City deal to merge with DPCM Capital. Jam City is a bit like Zynga, but unless you are a mobile-gaming aficionado, you might not have heard of it.

Robinhood’s epic Q1 growth explains its fundraising boom

Each month in Robinhood's Q1 2021 produced more PFOF revenues than its entire year-ago quarter in aggregate.

Can Squarespace dodge the direct-listing value trap?

This morning, we're going over Squarespace's recently disclosed Q2 and full-2021 guidance. Then we'll ask how its expectations compare to its reference price-defined pre-trading valuation.

Inside Marqeta’s fascinating fintech IPO

Marqeta has long been a fintech darling, but it's less well-known than other companies in its sector due to its infrastructure nature.

Fast growth pushes an unprofitable no-code startup into the public markets: Inside Monday.com’s IPO filing

The countdown to this IPO filing has been ticking for several quarters, so seeing the document drop on a Monday morning was just good fun.

Edtech stocks are getting hammered but VCs keep writing checks

Similar to how telehealth faced declines as patients returned to in-person care, edtech will face similar drops as schools become a safer option for students and teachers.
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