Data-Driven VC

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Data-Driven VC
šŸ’„2025 IPO Pipeline, Importance of Brand for GTM, Org Chart Benchmarks, Equity Distribution & More
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šŸ’„2025 IPO Pipeline, Importance of Brand for GTM, Org Chart Benchmarks, Equity Distribution & More

Digesting Insights From the Data

Andre Retterath's avatar
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Andre Retterath
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Jerome Jaggi
Apr 01, 2025
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Data-Driven VC
Data-Driven VC
šŸ’„2025 IPO Pipeline, Importance of Brand for GTM, Org Chart Benchmarks, Equity Distribution & More
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šŸ‘‹Ā Hi, I’m Andre and welcome to my newsletter Data-Driven VC which is all about becoming a better investor with Data & AI. Join 32,880 thought leaders from VCs like a16z, Accel, Index, Sequoia, and more to understand how startup investing becomes more data-driven, why it matters, and what it means for you.


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Importance of Brand for GTM

In this Growth Unhinged guest post, Kira Klaas breaks down how top companies like Notion, Figma, and Canva used brand as a force multiplier to scale their PLG motions. Klaas argues that the most successful startups don’t silo brand and growth—they combine them from the start.

  • Organic = Brand Power: Notion’s high branded search and Figma’s $12.5B valuation both trace back to organic momentum driven by strong brand identity, not just clever product features.

  • Tracking Brand Like a Pro: Brand health can be measured through viral loops, branded search volume, and CAC by acquisition channel—Klaas recommends starting small with 3–4 brand metrics tied to growth goals.

  • Invest Early, Scale Wisely: Early-stage efforts should focus on touchpoint audits and storytelling; mature teams should allocate up to 35% of their marketing budget toward brand initiatives like UGC and ambassador programs.

Non-Branded vs Branded / Paid vs. Organic Traffic as per Klaas / SEMRush

āœˆļø KEY TAKEAWAYS

Brand isn’t a soft add-on—it’s a core growth engine. Tracking and investing in brand early on drives word-of-mouth, lowers CAC, and extends PLG performance beyond early traction.


The 2025 Liquidity Puzzle

Jackie DiMonte’s latest analysis dives into whether 2025 could finally spark a liquidity wave amid years of muted exit values and locked capital. The article lays out a compelling data breakdown to question if we’re seeing the start of a sustained surge in liquidity or merely a small trickle.

  • Capital Lock-Up: Three years of depressed exit values echo early 2010s levels, even though a surge of capital flowed during 2020–2022, resulting in over 800 unicorns still waiting for an exit.

  • IPO Activity Surge: Data from the Forge Tech IPO Calendar shows over 30 companies have either filed or announced IPOs, representing up to $167B in last private market value, with S1 filings around $33B, confidential filings at $48B, and announced deals topping $86B.

  • Acquisitions & Exit Trends: Notably, Google’s recent $32B acquisition of Wiz underscores a broader trend where acquisitions are trending upward, making up 40% of last year’s total and hinting at a potential rebound in overall exit value.

Exit values summed up, from the linked article.

āœˆļø KEY TAKEAWAYS

The article suggests that despite years of tepid exit activity and significant capital still locked up, the surge in IPO filings and strategic acquisitions might signal the early stages of a liquidity wave, though the scale remains uncertain.


Join 32,880 thought leaders from VCs like a16z, Accel, Index, Sequoia, and more.


Is Your Org Chart Too Top Heavy?

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