Series B

7 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 7, 2022 by Annie Lamont · across every show →

Everything said about Series B, oldest first

Mar 7, 2022 neutral
Assertion Contradicted
Lamont: Series B and C round sizes have tripled over five years
“Well, I think the industry solved it for us because the size of a Series B and C is three times what it was five years ago.”
Annie Lamont Mar 7, 2022 ▶ 43:18 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Mar 17, 2022
Assertion Not publicly verifiable
Aumni data: Median time from Series B to C is 15 months
“And the median timeline that Omni came to was about 15 months.”
Kelsey Chase Mar 17, 2022 ▶ 24:10 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Mar 17, 2022 bullish
Assertion Supported
Aumni data: Venture growth round sizes spiked exponentially following COVID-19
“One of the, I think, The pretty just staggering trends that we're seeing is over the last decade, there's pretty linear growth in terms of the size of these rounds. Like how much capital is coming into a series B company? What's the total round size? There's a…”
Kelsey Chase Mar 17, 2022 ▶ 19:32 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Mar 17, 2022 bearish
Assertion Not publicly verifiable
Aumni data: Valuation markups drop precipitously 18 months after Series B rounds
“There still are strong valuations in months seven through 18, but not as strong as the first six months, but good markups really up through 18 months after your B, and then we see a pretty precipitous drop off after that 18 month marker.”
Kelsey Chase Mar 17, 2022 ▶ 24:39 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Mar 17, 2022
Assertion Not publicly verifiable
Aumni data: Highest valuation markups occur within six months of Series B
“So within six months of the B is where we see the highest median markups. Biggest valuation increases are happening within six months of your B.”
Kelsey Chase Mar 17, 2022 ▶ 24:30 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Mar 21, 2022
Assertion Partly supported
Quintini: Series B Headcount and Mean Round Sizes Doubled Between 2016 and 2021
“We actually ran an analysis of companies that raise money from 2016 to 20 21. Company Series A, Series B, Series C. On the mean round size has gone up about twice. They're raising twice as more money, but also the number of people that they have by the time th…”
Renata Quintini Mar 21, 2022 ▶ 19:40 Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
May 23, 2022 neutral
Assertion Supported
Libby: Founders Face 20% Dilution in Seed and Over 50% by Series B
“Founders right now face 20% dilution on average through the seed round and greater than 50% after the series B.”
Billy Libby May 23, 2022 ▶ 37:56 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
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