Michael Brehm

Europe unfortunately is a combination of many individual capital markets, some bigger and some smaller, which is keeping the industry's growth modest and never really challenging the US. #vc #funding #startups #privatefunding #privatecapital #investmentstrategies #growth #deeptech #seed #startupcapital

5

Y-Combinator Guide: How to Split Equity between Cofounders & When You Should (and Shouldn’t) Split… https://buff.ly/3WoVkav The Y-Combinator Guide delves into the intricate process of splitting equity among cofounders, outlining the crucial considerations and scenarios where equity division is warranted. Understanding the dynamics of equity distribution is essential for fostering a fair and sustainable partnership. By exploring real-world examples and statistics, cofounders can navigate this challenging aspect of startup collaboration more effectively. It is crucial to establish clear guidelines and agreements to prevent potential conflicts in the future. This guide provides valuable insights for entrepreneurs embarking on new ventures. #StartupEquity #CofounderCollaboration #venturecapital #startups

2

1 Kommentar

At our VC firm, we don't just fund companies, we fund your existential crises. Every investment comes with a complimentary philosophy book. #vc #startups #investment

8

After closing a Series A funding round, companies enter a pivotal phase where the right approaches significantly influence their journey toward Series B. In brutkasten, Jan Lozek and I recently shed light on the critical strategies companies should adopt after securing Series A funding. 👉🏻 Here are the more top priorities companies should focus on post-fundraise: 📈 Optimize cash flow:  Investors are particularly interested in startups that efficiently manage their cash flow, maximizing growth and revenue while keeping expenses in check. 💰 Show them the money: Show investors how exactly you are making money: real customers, real sales, economies of scale. In other words, show you have a plan and that the plan is working. To outline flexible sales models, and exchange various key parameters, will also be a win. 🚀 Partner up, big time: Leverage your existing networks instead of spending more capital. Corporates can be great partners at this stage and could vouch for your startup. Be it for accessing a market or for increasing your sales, it always pays off to have the right partners. What additional tips would you add for companies navigating this crucial transition? 💡 #SeriesA #Funding #StartupGrowth

28

7 Kommentare

I am having lenghty discussions with #investors and #assetmanagers over how you value a high-growth tech company these days? And then how do you value a great #IoT #cloud #platform with 5 year 68% revenue CAGR (2019-23) and expected 3 year 40 % revenue CAGR (2024-26) with 25 % EBIT margin (2024)? I am having this discussion over and over again in the last couple of years. With the help of Yoram Wijngaarde of Dealroom.co I found another answer to this question. Yoram Wijngaarde has recently presented Bessemer Venture Partners #valuation approach for high #growth companies, the Rule of X. They built a great visual and ploted different companies using this valuaton approach. If you apply the Rule of X to Shelly Group ($SLYG) then the company should be positioned far right on x axis at 145% which corresponds to 20x-25x '24 revenue, plotted on y axis. The company should be plotted far upside-right, just outside the graph. Applying Bessemer Venture Partners #valuation approach to this great company we arrive at €2.1B-2.6B #cap for Shelly Group ($SLYG) sometime 2H 2024, given their €105M revenue target (2024). It trades at €670M cap right now. $SLYG is a great stock with much upside potential. #public #soonicorn Undervalued. DISC LONG

64

11 Kommentare