Prediction certainty 3/5 debate potential 2/5

Yanisse: 2021 valuation overhangs will drive sustained startup M&A

Daniel Yanisse · Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN · Apr 26, 2025 · at 21:33

Daniel Yanisse, CEO of Checkr, discusses the M&A landscape and why startups that raised at high multiples in 2021 will continue seeking acquisition exits.

0:00 / 0:27exact quote · 27.1s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I think it's from the seller side, there's going to continue to be a lot of appetite because the, again, the valuations were so high in 20, 21. It's really hard to catch up, especially when you are like raising at a hundred times revenue, multiple things like that. If the scale is not there, profitability is not there, companies might really struggle to fundraise more. So I think we're going to continue to see companies interested in joining forces and demand on the seller side.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Daniel Yanisse

Opinion
Yanisse: Truework employment verification is 10x better than Checkr's
“We tested their product and the employment verifications are 10 X better than what we have.”
Daniel Yanisse Apr 26, 2025 ▶ 16:38 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Opinion
Yanisse: Tech IPOs now require over $1 billion in revenue
“The roads to IPO is longer than ever. The bar is higher than ever. I mean, the IPO window just got shut again. And even before that, you know, experts and friends and people are saying like, Hey, even five hundred million dollars in revenue, it's not It's not …”
Daniel Yanisse Apr 26, 2025 ▶ 19:36 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Assertion Not checkable as stated
Yanisse targets a $50B+ verification and identity TAM
“So we're going after over a fifty billion dollar team on, on different types of verifications and identity products. Which I could start it in the 14 plus billion dollar employment markets. Ryan and Tim they've been going after financial underwriting property …”
Daniel Yanisse Apr 26, 2025 ▶ 3:43 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Prediction Not checkable as stated
Yanisse: AI will make photo ID verification incredibly challenging
“We're not focusing on taking pictures of driver licenses. I think that's going to become very challenging over time.”
Daniel Yanisse Apr 26, 2025 ▶ 5:28 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Prediction Not checkable as stated
Yanisse: In-person verification will return as AI fakes online identities
“I think on, on, on identity, I think we're laughing about it, but I think in, in person is going to become important when you want to want to have the best assurance because online will be able to be faked so much easier and cheaper. So I think there's going t…”
Daniel Yanisse Apr 26, 2025 ▶ 8:52 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Prediction Not checkable as stated
Yanisse: Mobile Driver's Licenses in Digital Wallets Will Replace Photo Scanning
“The other thing that I'm bullish on is electronic driver licenses and wallets, you know, like Apple and Google are starting to have your driver license in your wallet, like Apple pay. And I think you know, and the government, especially in Europe and other cou…”
Daniel Yanisse Apr 26, 2025 ▶ 9:28 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.