Often, it’s beneficial for founders to ignore the discourse, keep their heads down, and focus on building. With the bubble discourse, that appears to be true. Despite macroeconomic volatility and persistent questioning of whether the money is real, startups doing…
Between massive IPO bumps, founders being picked off by big tech, and ever-increasing round sizes and valuations, today's startup market is getting a little frothy. Still, we remain optimistic at where the ship is headed. Across the board, startups are…
Venture firms love to talk about what they’ve built. New dashboards, sourcing models, founder portals. Ask any LP and they’ll tell you about the sea of sameness coming out of any VC annual meeting. But when I look at the…
There’s been a transformation brewing in how startups operate. Startups are accelerating again, with topline momentum returning in late 2023 and forecasts for 2025 looking increasingly optimistic. What’s striking is that this resurgence in growth is happening while companies are…
Venture capital has always been a mix of art and science. And training more apprenticeship than algorithmic. It seems most investors trust their network, their read on the founder, their estimates on the market. In other words—pure gut. And for…
It feels rough out there, at least from the headlines. But despite broader market volatility (liberation day anyone?), early indicators from software startups show signs of resilience. Startups are going for it, and willing to take some hits on efficiency…
We now have full year data and can say for sure: growth is back. After the low of 2023, 2024 showed real acceleration and 2025 looks even better. After a tough and unsteady few quarters, startups are finding themselves in…
Whisper numbers for 2025 signal a new chapter for startups: growth is reaccelerating, but this time with a sharp focus on maintaining—and in many cases improving—operating efficiency. Just two years ago in 2023, growth rates hit a period of rapid…
This quarter’s flash report shows more of the same from last quarter, and the forecast indicates a steady finish for the year. This is good news! The return to growth paired with ongoing gains in operating efficiency is holding, showing…
Our flash reports use real data from a representative sample of enterprise software startups and public companies to help founders contextualize their own numbers with their peers and within the larger economic climate. Check out our Q1 update and our…
