growth rounds
2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 16, 2023 by Jason Lemkin · across every show →
Everything said about growth rounds, oldest first
Jun 16, 2023 neutral
Lemkin: Late-Stage VC Growth Rounds Are Capped at $500M Valuations
“If you're only air quotes only going to be worth two billion, how even no matter where you are, how can anyone afford to invest a higher than a five hundred million dollar valuation? Think about it. Just to make four X, even three X with some dilution risk, th…”
Dec 28, 2023 bearish
Lemkin: $200M+ Valuations Vanished Due to 10x Math and Public SaaS Multiples
“There basically are no rounds north of two hundred million dollar valuations because for an investor to make 10 X on a two hundred million dollar valuation with dilution, you have to have a two and a half billion dollar IPO. There just aren't very many. Most S…”