1/ We are in inning 2-3 of the valuation reset in VC backed tech cos. For cos w/ plenty of $ (2+ years of runway) that don’t need to raise, the reset may feel less urgent + will take time to play out. But - long term planning around capital structure

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Jason Lemkin @JasonBeKindLemkin · Jul 6, 2022

From Twitter

Yeah it's a great thread I think many unicorns can grow into their valuations But few will be able to grow into a 2x or higher upround at current multiples

Tweet Jun 11, 2022

1/ We are in inning 2-3 of the valuation reset in VC backed tech cos. For cos w/ plenty of $ (2+ years of runway) that don’t need to raise, the reset may feel less urgent + will take time to play out. But - long term planning around capital structure

by Jeff Richards

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