Tomasz Tunguz

OCTOBER 21, 2017

Over that 20 year period, annual SaaS investment has increased 20x, peaking in 2014 at $7B. Incumbent client/server technologies have lost their market dominance to new incumbents. Since then, many major categories of software have been saasified. Venture capitalists have financed many of those businesses.

SaaS 75

SaaS incumbents financing finance 75

TechCrunch

MARCH 18, 2021

Challenger banks continue to make significant advances in attracting customers away from the big incumbents by providing more modern, user-friendly tools to manage their money. These will typically be at incumbent banks, but they do not offer the same ranges of services to customers.

incumbents 126

incumbents financing finance startup 126

TechCrunch

FEBRUARY 17, 2022

But China and the United States are far from the only technology markets with developed startup and incumbent cohorts, strong venture capital activity, and capital markets able to translate early-stage ideas into public companies. China issue. China issue. The Exchange explores startups, markets and money. To start, a few caveats.

venture capital 91

venture capital incumbents leadership SaaS 91

Hunter Walk

MAY 17, 2024

We way underestimated Textio’s stickiness within HR and how deeply HR execs would invest in Textio. If 2024 Kieran could whisper something into the ear of 2014 Kieran, what would you have told her about the difference between leading a team vs leading a company? Today, you’d look at Textio and say it’s an HR Tech company.

founder 106

founder startup coworking culture 106

TechCrunch

JUNE 8, 2022

Embedded finance — where financial services companies and others bring in different kinds of fintech technology by way of APIs to enhance their own offerings with more data and functionality — remains a growing opportunity, both to help fuel new business and to help incumbents get up to speed with their disruptors.

incumbents 87

incumbents financing finance technology 87

TechCrunch

MAY 11, 2022

Payson Johnston and Steven Lee started Crowdz in 2014 after working as B2B supply-chain senior managers for global processes at Cisco. With this latest investment, Crowdz and Citi plan to collaborate based on that goal of giving SMEs “rapid and efficient access to the working capital needed to keep their businesses running.”

financing 98

financing finance funders SaaS 98

TechCrunch

MARCH 21, 2022

The CEO is Guru Hariharan, who you might remember from retail analytics company Boomerang Commerce , a Startup Battlefield finalist in 2014. As part of the investment, Priya Saiprasad, partner at SoftBank Investment Advisers, is joining CommerceIQ’s board of directors. “E-commerce He exited the company to Lowe’s in 2019.

capital 89

capital startup enablement incumbents 89

TechCrunch

APRIL 3, 2022

Founded in 2013 (or 2014 depending on the source), the Chicago-based company has raised over $82 million in funding over its lifetime from investors such as FinTech Collective and Oak HC/FT , according to Crunchbase. It also noted that Goldman’s intent to buy NextCapital “follows several moves by multiline incumbents (e.g.

startup 110

startup financing finance incumbents 110

TechCrunch

NOVEMBER 23, 2021

The investment comes as the startup is ramping up efforts to expand into the U.S. Part of the investment will be used to hire more staff in South Africa and support the commercial expansion to the U.S. and double down on marketing, sales and account management. Chen adds that now that the company is going full tilt in the U.S.

incumbents 90

incumbents disruption opportunity enablement 90

TechCrunch

JUNE 23, 2021

“We were immediately intrigued because Ohio-based Lower echoes both of these themes,” said Accel partner John Locke, who led the firm’s investment in Lower and is taking a seat on the company’s board as part of the investment. Snyder co-founded Lower in 2014 with the goal of making the homebuying process simpler for consumers.

financing 94

financing finance incumbents investment 94

Haystack

JUNE 5, 2018

After being installed in 2014 as Microsoft’s new CEO, Nadella has turned around the Seattle ocean liner on a new course after the Ballmer regime. As expected, many developers didn’t love the news that some of their work would be concentrated in the hands of a tech incumbent. Satya strikes again. 5/ “Decentralized Everything?”

leadership 71

leadership incumbents culture networking 71

TechCrunch

JANUARY 26, 2022

Carmel previously founded Ethos Lending (which sold to Fenway Summers in 2014 ) and it was that experience that helped him conclude there were serious gaps in the market for automating workflows for lenders. That includes expanding its product and engineering teams and investing in AI and machine learning capabilities. .

incumbents 78

incumbents financing finance SaaS 78

Tomasz Tunguz

DECEMBER 20, 2016

Valuations there fell from their highs in 2014. The Hottest Startup Sectors In 2016 - published on January 3rd, this post reviewed the patterns of investment in startups, and in particular, the sectors where investors were increasing their investment the fastest.

SaaS 40

SaaS incumbents strategy disruption 40

TechCrunch

NOVEMBER 13, 2022

In September, he co-invested in a Seattle startup called Far Homes that was founded by Redfin alums and is focused on “buying and selling real estate in foreign markets,” as reported by GeekWire. I’m sorry that we don’t have enough sales to keep paying you.”. by offering a remittance product to Nigerians in the diaspora.

real estate 97

real estate incumbents mix-use financing 97

Tomasz Tunguz

JUNE 20, 2016

In 2014, that figure fell to 1186 and in 2015, we count 481. This is counterintuitive considering the broader venture capital backdrop of near record venture investment in software. But if we assume the 2014 cohort is accurate, then the data suggests an 18% drop in software company formation. Machine learning in SaaS is nascent.

SaaS 40

SaaS incumbents venture capital ventures 40

Tomasz Tunguz

OCTOBER 16, 2016

Major capital investments fell 55% in Q3. Over the last few months we seen a reversion to the mean of about 5x forward revenues compared to recent highs of 7.7x (in early 2014) and lows of 3.2. 2016 has been a volatile year. How do all these factors commingle to influence today’s acquisition environment?

incumbents 40

incumbents SaaS capital investing 40

WSJ - The Accelerators

JULY 2, 2015

The graphic follows those startups until April 2014. The research found that only 54% of those startups landed Series A funding, while 36% of the original cohort ended up nabbing elusive Series B money by April 2014. Only 4% of the 160 startups from the class of 2009 completed a 6 th funding round by April 2014. Certainly not.

ventures 28

ventures incumbents venture capital financing 28

Tomasz Tunguz

JANUARY 14, 2016

Starting in 2014, and perhaps even a bit before, startups have been able to raise capital at better terms than at any time since 2000. Inexpensive equity dollars enable capital-intensive companies to amass the warchest necessary to dethrone incumbents. ” will be “What are your unit economics?” Crunchbase tallies $10.1B

real estate 40

real estate startup incumbents sustainability 40

abovethecrowd.com

DECEMBER 18, 2017

From 2004 to 2014, the average payments for coinsurance rose 107% from $117 to $242. CVS Care Clinic Price Schedule: Benchmark Healthcare Investments. Our venture capital firm, Benchmark, has made four investments consistent with the “customer-first” theme. Also like high deductibles, coinsurance usage in on the rise.

health 59

health hospitality networking mix-use 59

Revolution

JUNE 3, 2021

The percentage of early-stage venture capital dollars invested into Bay Area startups dropped 15% over the last 10 years, from 39% to 24%. Venture investors pay close attention to the innovation that emerges when startups unbundle the offerings of industry incumbents. And we have since we started our efforts in 2014.

startup 130

startup incumbents accelerator venture capital 130