late-stage private companies

also referred to as: late stage private companies

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 2, 2016 by Byron Deeter · across every show →

Everything said about late-stage private companies, oldest first

May 2, 2016 bearish
Prediction Not checkable as stated
Deeter: Late-stage private SaaS companies face the hardest squeeze ahead
“It's really the late stage private companies that are going to get squeezed the hardest in the coming months because they've had this reality distortion field in the jobs in the sense of valuations and operations in some cases. That were, that was really fuele…”
Byron Deeter May 2, 2016 ▶ 8:02 20VC: Bessemer's Byron Deeter on The Commonalities Of Truly Great Founders and Learnings From Investing In Box, Twilio and GainSight
Apr 17, 2025 positive
Insight
O'Driscoll: Longer private lifecycles drive sustained demand for megafunds
“I mean, I think the biggest thing they have in their favor Is the fact that so many companies are staying private for longer, right? Which by definition means more need for capital, right? Which by definition means if you have that capital, you should be able …”
Rory O'Driscoll Apr 17, 2025 ▶ 26:20 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Mar 7, 2026 neutral
What-if
Green: Late-stage startups stay private only because of massive balance sheets
“By the way, you know how many more public companies there would be right now if these companies didn't have six hundred million dollars of cash in the balance sheet or a billion dollars of cash. If they only had thirty million, they'd all be public companies.”
Mitchell Green Mar 7, 2026 ▶ 51:43 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
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