IPO Market

“An IPO market that will probably be open for the remainder of this year. And then these IPO markets always close.”

“Do we see a lot more acquisitions? I could see that happening given that, you know, the IPO market is only just starting to thaw. And you have a lot of investor backed companies where I imagine either intentionally or unintentionally, you know, there's a press…”

“If you look at the IPO window, it's non-existent for consumer companies.”

“And I am not a believer ever that the IPO markets are closed. It's purely a function of price, right?”

“I think it's much more true for the whole flotilla of companies in that 200 to four or 500 range who have been trying to figure out where to go and can now see some kind of exit. For those folks, everyone is dusting off their plans.”

“No, honestly, I think the most salient fact is that they're happening, that the window is open, that normal IPOs, I mean, I think normal IPOs are taking place, yet normal service has been resumed.”

“The comments about you have to be five hundred million, which is, I think, a KOTU comment, the comment that the window was going to shut a month ago. Both of them are wrong.”

“Anyone that tells you when you're ready to go public that you have to wait on the markets to be in a particular place. I would tell them to shut the fuck up and like take your company out. Like you can't control that thing. That's an external factor.”

“The problem with the IPO market is actually totally fine. If you look at IPO performance of companies, they've actually done pretty well versus opening day prices.”

“When we went to go public, the market had been pretty much closed for five or six months. I don't think there was a single IPO, or certainly not a big one.”

“I tend to think next year. Like, I think there's enough uncertainty in the market right now, particularly in the macro and the political situation that there's a lot of people that are nervous. So my best guess would be like the beginning of next year.”

“I I'm not sure that the IPO markets are going to be as good as I had hoped coming into twenty-twenty-five.”

“Brian Halligan says, get ready for the IPO market to roar in twenty-twenty-five. I think it's legit.”

“I do expect the IPO markets to open, say back half of this year into next year.”

“I don't think IPO market is closed. I think the issue is companies don't want to go public because their expectations are too high.”

“Globally, there's no robust IPO market as robust as India.”

“More on the IPO market less is like, it just feels so irrelevant right now, right? To the overall narrative of what's going on.”

“That is wrong. If your company's growing at 60% and profitable, yes, you can always go public. But at the margin, it is not easy to take companies public. There's not a lot of appetite.”

“I don't think IPO markets will open for the twenty-twenty-four, bluntly.”

“I think we'll see some green shoots in 25, but probably 26 is when it's really going to come back.”

“If the IPO market starts to open and the M&A market gets going, I think you're going to see a huge wave of interest in venture, and especially in those funds that I think were very smart and didn't go crazy when things were at a peak and are now taking advanta…”

“The IPO markets are always open, right? You can always go public. It's just a question of, do you want to accept the market clearing price at that point in time?”

“The IPO market is looking miserable. That window is not exactly wide open to say the least.”

“So I don't really see a relationship between a slowdown in the late stage market and the IPO market. I think they're kind of right now disconnecting.”

“Because sure, that creates more sizzle and institutional investors, mutual funds, and others who are buyers are sitting on a portfolio that's up, which gives them more confidence to buy the next issue.”

“I think the only company that can really catalyze things would be if people were ready to do Starlink.”

“When the engine revolves, we will absorb four hundred million again per IPO.”

“I think we're going to see five, six, seven IPOs, good size IPOs in Q four. We'll probably see closer to 10 in Q one, and then it will start opening up in the back half of next year”

“When I look back over 40 years of data, the market generally doesn't close for more than a year, and when it does close for more than a year, maybe it closes for two or so years.”

“So my view is that as long as our companies are compounding at 3040, 50%, if it takes a year or two years or even three years, those companies are going to be two, three times larger, and unless valuations have just gone through the floor, we're probably going…”

“When things do open, when, if multiples do reflate a little bit, we will see this spring of public SaaS companies like we've never seen, right? There's a whole new wave.”

“I think there will still obviously be new listings and direct listings and probably not as many SPACs. That's a different topic. I do think you'll still have some activity, but not like last year.”

“The problem is if you're high burn and you were counting on yet another successive round, or you're at a point in your life cycle where you need to go public in the next two years, if you go public, you will get taken to the woodshed.”

“So I think you're going to see a lot more companies that were on the 22 and 23 calendar pushed back a public listing.”

“I'm not sure that the fact that there's all these IPOs really changes people's need for liquidity or is dramatically changing the duration that companies are staying private for... So the IPO market isn't fundamentally changing the need or desire for liquidity…”

“I believe a large part of why it's Possible is because of the problems with the IPO market.”

“I think the M&A market is going to be extremely active later this year and open much more aggressively than the IPO market will.”

“The best companies often open windows that were then previously closed. So the best companies can go out whenever they want. The good companies typically want to wait for, till the investors are feeling good. The mediocre and bad companies want to get out When…”

“And what happens when the window opens, the early people to go out typically perform very well as public company stocks. And then as more time goes by and you get towards the end of a window, the companies that then are going out kind of rushing, I got to get …”

“There's certainly demand, and we hear from the bankers and from institutional investors that there's tremendous pent-up demand right now, so I see no reason that the market's not going to stay open for quite a while and that the demand is going to be there.”

“We had 14 total during the year, 9.6 billion raised this in Q one, right? Cause Q two isn't done yet. Q one, we had three IPOs, but it shows you what an IPO can do because of the size of some of the IPOs you had almost twenty eight billion raised.”