Investment strategies and insights
In public markets, an investor at least sees the noise: candles, news, reports, the crowd’s reaction. In startups there is less noise — and that is exactly w...
Investors like simple answers: revenue is growing, so the company is expensive; the market is large, so the upside is huge. In startups, this logic breaks qu...
When public markets get nervous, an investor naturally wants to step away from the noise. Stocks move on rates, bonds argue with inflation, currencies live t...
Stablecoin payments and fintech IPOs: evaluating unit economics, regulatory risk, and pre-IPO opportunities.
SpaceX shares fell as much as 20% below the IPO price. From the June 16 peak, the company lost more than $1.2 trillion in market value, one of the largest dr...
Revolut launched a secondary process allowing some employees to sell shares at $2,017 per share. A similar transaction less than a year earlier valued the co...
The Information reported that OpenEvidence considered raising $200 million at a $20 billion valuation but was likely to skip the round because of dilution fo...
Forbes reported that Mercor is discussing a roughly $500 million round that would double its valuation in less than a year. The founder said run-rate revenue...
PitchBook and NVCA reported that $100 million-plus mega-rounds captured 87.5% of the $412.7 billion invested in the US in the first half of 2026. AI took 86%...
TechCrunch, citing Sifted, reported that Lovable is discussing a $300 million financing led by Menlo Ventures. The round would double the company's valuation...
An investor loves the moment when the company already looks real, but has not yet become public. The product works. Clients pay. Revenue is growing. The name...
Самая опасная фраза в Pre IPO звучит не как предупреждение. It sounds beautiful: “the company is strong.” Strong brand, strong growth, strong equity funds, s...
