Data-driven VC: March Roundup
Where venture capital and data intersect. Every week.
👋 Hi, I’m Andre and welcome to my weekly newsletter, Data-driven VC. Every Tuesday, I publish “Insights” to digest the most relevant startup research & reports, and every Thursday, I publish “Essays” that cover hands-on insights about data-driven innovation & AI in VC. Follow along to understand how startup investing becomes more data-driven, why it matters, and what it means for you.
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Happy Easter & welcome to our monthly wrap-up episode where we’ll cover March’s most relevant content at the intersection of VC, startups, data, AI & productivity. I read it all so you don’t need to - here we go👇
INTERESTING RESEARCH & REPORTS📈
Carta European Ecosystem Study: This new study provides valuable insight into round sizes and time between rounds, informing founders what to expect in their fundraising journey. Check out the full analysis by Arik Oslerne and his team here.
✈️ KEY TAKEAWAY: While the timelines for progressing from one fundraising stage to the next have stretched, the amounts being raised paint a picture of a resilient and adapting startup ecosystem. The consolidation in deal volume suggests a more competitive landscape, yet the increased capital for those who secure funding signals strong investor confidence, particularly in emerging technologies like AI.
Multiple Compression - Understanding Valuation Multiples Throughout Funding Rounds: Michael Ho’s analysis shows that valuation multiples naturally decrease with each subsequent funding round.