Insight certainty 4/5 debate potential 3/5

Hamed: $10M to $20M EBITDA is the worst zone for Amazon sellers

Ali Hamed · Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) · Jan 31, 2022 · at 46:18

Ali Hamed, founder of CoVenture, describes the financing friction faced by Amazon ecosystem rollups and aggregators in intermediate EBITDA ranges.

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“I would actually argue that right now in the Amazon ecosystem, the worst place to be is between 10 and twenty million dollar EBITDA. Because at 10 and twenty million of EBITDA, it's too big for a family office or a high net worth individual or a group of angel investors to finance it. And it's not a big enough where it's obviously a breakout.”

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