Both Sides of the Table

MARCH 25, 2016

So when Sam Rosen came to me with the idea of disrupting storage with a product that is priced cheaper than existing incumbents and he could build a product that is a better service I was intrigued. What would it take in investments to acquire and retain traffic to support these businesses? Incumbent Strengths & Weaknesses.

incumbents 279

incumbents startup peer-to-peer incubation 279

TechCrunch

JANUARY 25, 2021

Jake Jolis is a partner at Matrix Partners and invests in seed and Series A technology companies including marketplaces and software. Dana Stalder is a partner at Matrix Partners, where he invests predominantly in fintech, consumer marketplaces and enterprise software. Fintech Index, 2016 -2020 Image Credits: CapiQ, Yahoo Finance.

incumbents 139

incumbents accelerator financing finance 139

abovethecrowd.com

NOVEMBER 14, 2017

In November of 2015, I posted a tweet that declared Benchmark was interested in discovering Internet healthcare investments. Over the next two years, I looked at many healthcare IT investment opportunities – I went “all in.” We also discovered what we believe is a large and investible trend/theme.

health 43

health VC hospitality disruption 43

Both Sides of the Table

FEBRUARY 24, 2016

million in funding on TechCrunch led by Harmony Partners and Upfront Ventures to double its footprint of 3 cities (New York, Chicago & Washington DC) to 6 in 2016. Incumbents became increasingly annoyed with our successes in the country’s largest market – NYC – that they started even taking out ads against us.

strategy 283

strategy peer-to-peer incumbents real estate 283

TechCrunch

SEPTEMBER 7, 2021

The investment is the largest-ever Series A round for the region, and it values Wave at $1.7 Four big-name backers jointly led the round — Sequoia Heritage, a private investment fund and a subsidiary of Sequoia; Founders Fund; payments upstart Stripe; and Ribbit Capital. . ” Going up against incumbents.

investing 124

investing investment incumbents networking 124

Haystack

JULY 20, 2018

When I began investing a little over five years ago, it felt like the conventional wisdom was that one had to invest in the Bay Area to harvest venture-like returns. So, about two years ago, as a Bay Area resident, living right off Sand Hill Road, started intentionally investing outside the Bay Area.

investing 116

investing investment venture capital peer-to-peer 116

TechCrunch

FEBRUARY 8, 2022

But as a relatively young population, most of them have minimal equity market and investment exposure. The company has raised a $20 million Series A round to democratize investing in the Middle East and North Africa. and Europe, up to half of the population invests in financial instruments. One such is Egypt-based Thndr.

investing 99

investing investment ventures incumbents 99

TechCrunch

AUGUST 10, 2021

billion as of this year and was declining slightly since 2016, IBIS World reported. Breeze raised $10 million in Series A funding in a round led by Link Ventures that Nabity boasts is the “largest first round of institutional capital ever invested in a Nebraska-based software startup.” market for disability insurance was valued at $19.1

incumbents 99

incumbents health education ventures 99

TechCrunch

NOVEMBER 17, 2020

It’s now raised $103 million since its launch in 2016. Additional investment came from Iris Capital, with strong participation from current investors, including Rider Global, Northzone, Cherry Ventures and the Italian venture fund H14. The round was led by Inven Capital, a growth fund out of the Czech Republic.

capital 104

capital incumbents transportation sustainability 104

TechCrunch

OCTOBER 27, 2021

After developing a network of telehealth, diagnostics and pharmacies for consumers, digital health company Truepill is targeting healthcare incumbents like health payers, providers and employer groups. The company’s “big focus is continuing the vision of transforming healthcare,” said Sid Viswanathan, president and co-founder of Truepill.

incumbents 98

incumbents health enablement venture capital 98

Tomasz Tunguz

NOVEMBER 6, 2016

About $1B has been invested in early stage SaaS startups as of November 1. The chart above shows the early-stage investment dollars by buyer within the organization. Series A investments totaled $207 million for the first nine months while series B investments touched $720 million. Series B medians were $19.0M

SaaS 40

SaaS incumbents support investing 40

AsiaTechDaily

MAY 25, 2022

Register Singapore-based eyewear house Neso Brands announced raising $100 million that will be used to partner and invest in consumer eyewear brands around the world. Eyewear has to date been a very traditional industry with large incumbents, but is now ripe for a tech-enabled global transformation.

investing 52

investing investment incumbents consulting 52

TechCrunch

MAY 19, 2022

When Pedro Conrade started Brazilian digital bank Neon in 2016, he was a 23-year-old business school student who was frustrated with the service and costs associated with traditional banking in his country. “I I had a catastrophic relationship with incumbent banks.”. It was super expensive, and the service was terrible.

incumbents 86

incumbents financing finance education 86

TechCrunch

OCTOBER 19, 2021

But along with that, we have also seen a related surge in funding into companies that provide the infrastructure that financial institutions — incumbents and fintechs alike — need in order to operate faster and more competitively. It also plans to invest in sales and go-to-market strategy.

incumbents 96

incumbents financing finance technology 96

TechCrunch

OCTOBER 13, 2022

A flurry of fintechs emerged in hope of meeting that demand while incumbent banks clamored to step up their own digital games. Founded by Eytan Bensoussan and Justin Adler in 2016, the startup was born to serve small business owners such as barbers, mechanics and local restaurant owners. “As an investment that it says has paid off.

capital 98

capital incumbents education financing 98

TechCrunch

JANUARY 11, 2022

But Novo sees incumbents as the real “challenger” here. Rangel added that its choice to build was partly done out of necessity, since in 2016 there weren’t many banking-as-a-service platforms to provide those APIs. “We are competing against big banks. Kulkarni is joining Novo’s board with this round.

incumbents 99

incumbents financing finance capital 99

AsiaTechDaily

OCTOBER 15, 2022

In a statement, the startup said it the fresh capital will enable it to continue building out a leadership team and to invest in product and technology development. Founded in 2016, Ayoconnect is Southeast Asia’s largest Open Finance API platform.

incumbents 59

incumbents startup financing finance 59

Hunter Walk

MAY 17, 2024

That is to say, I DMed her on Twitter in 2016, impressed by the work she was doing but without a preexisting relationship. We way underestimated Textio’s stickiness within HR and how deeply HR execs would invest in Textio. Big companies are also rich with much more cash to fund AI investments and compute costs.

founder 110

founder startup coworking culture 110

TechCrunch

JANUARY 19, 2022

There are many ways of spinning up a startup, but it takes a particularly brave set of founders to take on a deeply entrenched industry with a small number of incumbents who have the market all sown up. “We’ve been working on this speaker technology since 2016. “I think the team makes Mayht special.

startup 89

startup disruption innovation energy 89

TechCrunch

SEPTEMBER 30, 2022

Notably, Metromile saw its valuation decline over 85% and was subsequently acquired by peer Lemonade , and it hasn’t been alone in losing a lot of value and being eyed by peers and incumbents. Do you expect late-stage insurtech investment volume and valuations to fall further than what we have already seen this year?

peer-to-peer 92

peer-to-peer sustainability ventures technology 92

Tomasz Tunguz

JANUARY 14, 2016

In 2016, the question that will immediately follow, “What is your annual growth rate?” Inexpensive equity dollars enable capital-intensive companies to amass the warchest necessary to dethrone incumbents. 2015 is the end of an era, the era of startup growth at any cost. ” will be “What are your unit economics?”

real estate 40

real estate startup incumbents sustainability 40

Tomasz Tunguz

OCTOBER 16, 2016

2016 has been a volatile year. Major capital investments fell 55% in Q3. 2016 is on pace to match the past three years of software acquisition trends which vary from $64B-$70B. However, in 2016 the total number of acquisitions will likely fall by 40% from an average of 150 per year to 92.

incumbents 40

incumbents SaaS capital investing 40

Tomasz Tunguz

JUNE 20, 2016

This is counterintuitive considering the broader venture capital backdrop of near record venture investment in software. Subverting those incumbents is going to require a meaningfully better product or substantially more effective customer acquisition channel. However, Pitchbook analysis corroborates this trend.

SaaS 40

SaaS incumbents venture capital ventures 40

TechCrunch

APRIL 23, 2023

It plans to invest $1.5 During their time at Amex, they worked on investments in companies such as Plaid, Stripe, Melio and Trulioo. Vesey defines fintech in its broadest sense — meaning that it invests outside of traditional categories of financial services such as consumer and B2B. There were 16 deals like this, totaling $9.2

startup 71

startup incumbents real estate ventures 71

TechCrunch

APRIL 27, 2022

This is a major round for the startup: Taxfix has raised around $330 million since being founded in 2016. That’s a sign of how there is not just incumbent marketshare to take away, but new users popping up all the time. Index led its Series C in 2020 ; Valar led a round in 2018 ). and it’s often free money owed to you!

incumbents 91

incumbents financing finance board 91