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Fundraising in 2022 - Tomasz Tunguz, Redpoint

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Fundraising
in2022
Traction 2022

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My Background
Tomasz Tunguz
Who am I?
•
•
•
•
•
Startup at 17
Google Product Manager
Redpoint Managing Director
Write TomT...

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Multiple Quartiles Fall
Crash
05
06
How Did We Get Here
Higher interest rates
Valuations Fall
Companies Spend Less
Startup...

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Fundraising in 2022 - Tomasz Tunguz, Redpoint

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With massive shifts and uncertainty in the markets right now, founders, CEOs, CFOs, and board members alike want to know what are the new rules to play by.

Tomasz Tunguz gives us a deep dive into what's going on in Venture Capital and how you can build a unicorn in the current climate.

Website: https://tractionconf.io
YouTube: https://www.youtube.com/c/TractionConf/videos
Spotify: https://open.spotify.com/show/6twRL8X8D4CQq9yaazkvuM
Apple: https://podcasts.apple.com/us/podcast/traction/id159

With massive shifts and uncertainty in the markets right now, founders, CEOs, CFOs, and board members alike want to know what are the new rules to play by.

Tomasz Tunguz gives us a deep dive into what's going on in Venture Capital and how you can build a unicorn in the current climate.

Website: https://tractionconf.io
YouTube: https://www.youtube.com/c/TractionConf/videos
Spotify: https://open.spotify.com/show/6twRL8X8D4CQq9yaazkvuM
Apple: https://podcasts.apple.com/us/podcast/traction/id159

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Fundraising in 2022 - Tomasz Tunguz, Redpoint

  1. 1. Fundraising in2022 Traction 2022
  2. 2. My Background Tomasz Tunguz Who am I? • • • • • Startup at 17 Google Product Manager Redpoint Managing Director Write TomTunguz.com Work(ed) with Looker, Kustomer, Monte Carlo, Hex, Dremio, Dune, Arbitrum
  3. 3. Multiple Quartiles Fall Crash 05 06 How Did We Get Here Higher interest rates Valuations Fall Companies Spend Less Startups Growth Slows 01 02 03 04
  4. 4. PublicMarket What's Happened
  5. 5. Market Caps Down 51-60% by Quartile
  6. 6. IaaS Revenue Growth Slowing by 21% Avg. -21%
  7. 7. Public Multiples Down 57-70%
  8. 8. Crash Resets Multiples to 2017-2018 Levels
  9. 9. Multiple Quartiles Fall Crash 05 06 How Did We Get Here Higher interest rates Valuations Fall Companies Spend Less Startups Growth Slows 01 02 03 04
  10. 10. Founders What's Happening
  11. 11. Founders Anticipating 31% Decline in ARR
  12. 12. But See Only an 11% Decline in Valuations
  13. 13. Hypothetical Startup Valued Like a Public Co. Valuation Environment Q1 2022 Q2 2022 Delta Growth Rate 300% 225% -25% ARR, Y+1, $M 66 47.5 -28% Multiple 22 8 -63% Valuation, $M 1452 380 -74%
  14. 14. Disconnect Public Market & Founders' Expectations
  15. 15. PrivateMarket What's Happening
  16. 16. Round Sizes Inline with Trends
  17. 17. Valuations Also Steady
  18. 18. But Round Counts Declining by 20%+
  19. 19. Private Markets Summary Publics Down 70% Founders Expect 10% Drop Private Markets Slowing 01 02 03
  20. 20. TheFuture What Will Happen
  21. 21. $290B in Dry Powder
  22. 22. Softer Landing in Privates Record Dry Powder Mark-to-Market latency Multiple Rebound Single Auction Winner 01 02 03 04
  23. 23. Summary TLDL
  24. 24. All together now Publics Down 70% Privates Steady but it's a Mirage Expect a 40-60% Decline in Price Volumes Should Increase Early 2023 01 02 03 04
  25. 25. tomtunguz.com Thank you Finish line

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