Exits

A Third, A Third, A Surprising Third

VC exits have transformed from IPO-dominated to three equal channels. Secondaries now claim 31% of exit value, rivaling M&A & IPOs for the first time.

A Third, A Third, A Surprising Third

The AI Acqui-Hire Wave

While billion-dollar AI deals grab headlines, most AI acquisitions are undisclosed talent deals. The real AI talent war is happening quietly, at scale.

The AI Acqui-Hire Wave

A Narrative Violation on a Friday Morning

Surprising data analysis reveals that venture capital & private equity holding periods are nearly identical, challenging conventional wisdom about exit timelines.

A Narrative Violation on a Friday Morning

The Coming Wave of Acquihires

Explore how the 49% surge in AI & software seed funding will drive startup acquihires, backed by data showing an 86% drop in Series A conversion rates.

The Coming Wave of Acquihires

The IPO Door is Swinging Open

Explore how crypto & data center IPOs are reopening public markets in 2025, with CoreWeave up 300% and Circle surging 168% on day one. Key trends for founders.

The IPO Door is Swinging Open

A Banner Year for M&A only Five Months In

2025 sees record-breaking M&A activity with $32B+ in tech deals, led by Salesforce-Informatica and Google-Wiz acquisitions. Analysis of enterprise tech market trends.

A Banner Year for M&A only Five Months In

Tokenization as a SaaS Liquidity Option

Explore how tokenization is transforming SaaS liquidity, from BlackRock's $2B BUIDL fund to instant settlements. Key data on the future of digital assets.

Tokenization as a SaaS Liquidity Option

The Great Liquidity Shift

Discover how secondaries now dominate venture capital exits, accounting for 71% of 2024 exit value as IPO markets remain quiet. Key insights for startup founders.

The Great Liquidity Shift

The Implications of the Wiz/Google Deal

Analyzing Google's $32B Wiz acquisition: Key metrics, valuation insights, and what it means for cloud security M&A in tech. Data-driven analysis for VCs & founders.

The Implications of the Wiz/Google Deal

The Mirage in the Software Clouds

Explore why public SaaS growth rates have plunged from 36% to 17% since 2023, and what this reveals about the changing dynamics of software markets.

The Mirage in the Software Clouds