The Big Picture

JANUARY 12, 2024

Valuations, workouts, opportunistic investing, and managing underwater properties were part of the many prospects the GFC created that allowed thoughtful observers to add to their skill set and learn from experiences. She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

JULY 25, 2023

institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. (mailchi.mp) PE firms have been slow to adopt ESG principles. papers.ssrn.com) How disappointment drives a lot of fund outflows.

Startup 246

Startup Valuation Taxes Accounting 246

Abnormal Returns

DECEMBER 7, 2023

nytimes.com) Is Austin, TX losing its luster as a startup hub? techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. (ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business.

Digital Media 274

Digital Media Electronics Financial Advising Startup 274

Abnormal Returns

JUNE 15, 2023

theinformation.com) Is there an AI premium for startup valuations? (msn.com) AI The story of how Microsoft ($MSFT) became the leader in AI. bloomberg.com) How YouTube could help Google ($GOOGL) with its AI push. tomtunguz.com) AI-generated junk is flooding Etsy ($ETSY).

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. variety.com) Streaming is so complicated that it needs a startup to help consumers navigate it. (amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips.

Financial Advising 254

Financial Advising Startup Valuation Economy 254

Abnormal Returns

JULY 28, 2023

tomtunguz.com) With valuations down, why aren't big tech companies buying more startups? (awealthofcommonsense.com) Big Tech All things considered, Meta ($META) and Google ($GOOGL) dominate online ad spending. marketwatch.com) How Amazon ($AMZN) is targeting AI. bigtechnology.com) How AI is affecting infrastructure spending.

Financial Advising 240

Financial Advising Startup Valuation Media 240

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. wsj.com) Investors are heading to secondary exchanges to buy shares in AI startups. (monevator.com) Companies IBM ($IBM) keeps acquiring smaller companies to seemingly very little effect.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

The Big Picture

MAY 5, 2023

Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations. NPR ) • How Silicon Valley’s Troubles Are Reshaping Venture Capital : After unprecedented dominance of US startup funding in the 2010s, the region has lost some ground. But it’s still No.

Startup 359

Startup Wealth Management Assets Management 359

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. (blairbellecurve.com) You don't need an 'everything app' when you already have the 'everything phone.' angellist.com) The tidal wave of down rounds is here.

Financial Advising 246

Financial Advising Startup Economics Valuation 246

Abnormal Returns

DECEMBER 3, 2024

techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. finance.yahoo.com) Elon Musk's Tesla ($TSLA) pay package was rejected, again.

Math 148

Math Valuation Startup Economy 148

Darrow Wealth Management

FEBRUARY 20, 2023

Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.

Startup 99

Startup Taxes Wealth Management Tax Planning 99

The Big Picture

OCTOBER 2, 2024

She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that were later acquired by Spotify and Twitter. billion dollar startups have a founder who came here as a student. Typically the, the valuations are. Just hyperbolic in the U.

Investing 182

Investing Investments Startup Valuation 182

Abnormal Returns

FEBRUARY 27, 2023

capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. theinformation.com) What makes for a great startup name. (axios.com) Job number one for CEOs is capital allocation. tomtunguz.com) Why Stripe trades at a discount to public traded Adyen.

Startup 130

Startup Financial Advising Valuation Economy 130

Abnormal Returns

NOVEMBER 8, 2022

rationalwalk.com) Venture capital Tomasz Tunguz, "8% annual inflation for a startup means losing a month of runway every year." tomtunguz.com) Why early-stage startup valuations are holding up better than later stages. (nytimes.com) A closer look at Berkshire Hathaway's ($BRK.A) operating earnings.

Startup 130

Startup Financial Advising Valuation Retail 130

Abnormal Returns

NOVEMBER 1, 2022

every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders. (wsj.com) Women are still scarce in the top levels of private equity. axios.com) Venture capital Why venture capital is ripe for disruption.

Accounting 130

Accounting Startup Financial Advising Valuation 130

The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. He has written numerous books on valuation and finance. A very young, a startup is like a baby, needs constant care and attention and capital. Forget about year five, year ten.

Startup 162

Startup Valuation Management Numbers 162

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. (washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. wsj.com) PE firms are still having problems keeping junior analysts. institutionalinvestor.com) Economy Retail sales fell 1.1%

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

AUGUST 22, 2022

investmentnews.com) What's the story behind the valuation behind startup Farther? (investmentnews.com) How Creative Planning came to be comfortable doing acquisitions. riabiz.com) How M&A transactions are getting structured in light of a bear market. morningstar.com) Why don't more people carry umbrella insurance?

Financial Planning 130

Financial Planning Startup Insurance Valuation 130

The Big Picture

SEPTEMBER 19, 2022

WENGER: Yeah, that had really been my goal since my own first startup in ’96, ‘97, which was a company called W3Health that ultimately failed. From that experience, I realized that I really loved startups, but then I was never going to be good operator, but I thought I could maybe be a decent investor. Why is that?

Valuation 305

Valuation Investing Investments Engineering 305

The Big Picture

OCTOBER 2, 2024

She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that were later acquired by Spotify and Twitter. billion dollar startups have a founder who came here as a student. Typically the, the valuations are. Just hyperbolic in the U.

Investing 130

Investing Investments Startup Valuation 130

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. In this type of stock option, no stock pricing is required.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

JUNE 11, 2023

platformer.news) VC You can expect to see more startups closing up shop as funding dries. wsj.com) How a seed investor approaches valuation discussions. (axios.com) How the Apple Watch saved the luxury watch industry. om.co) Twitter really hates paying its bills. hunterwalk.com) Focus matters for VCs.

Financial Advising 130

Financial Advising Startup Budgeting Valuation 130

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

oXYGen Financial

NOVEMBER 24, 2023

![CDATA[ As of 2023, the fintech industry boasts a staggering valuation of $179 billion. Within this dynamic and ever-changing environment, startups are perpetually in search of inventive solutions to maintain a competitive edge. Among the tools garnering notable attention is the currency converter API.

Startup 40

Startup Valuation 40

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase.

Taxes 79

Taxes Tax Planning Startup Valuation 79

The Irrelevant Investor

JULY 16, 2022

Articles What hard startups today will produce the enormous companies and categories of the future? (By

Startup 73

Startup Valuation 73

Harness Wealth

OCTOBER 5, 2024

What to Consider Before Selling in a Secondary Sale How to Sell Private Company Stock The Pros and Cons of a Secondary Sale If you work for a private company, especially a startup or tech firm, you may own stock or stock options as part of your compensation. Popular marketplaces include: Forge SharesPost EquityZen Hiive 2.

Startup 52

Startup Sales Taxes Consulting 52

The Irrelevant Investor

OCTOBER 30, 2021

In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. Series B valuations are up 31% to $375 million. Private markets are enjoying the same up only type of activity.

Startup 52

Startup Valuation Portfolio Investing 52

Brown Advisory

MARCH 9, 2023

Jon shares his boots-on-the-ground view of how the venture landscape is shaping up, including the hype around AI startups.

Startup 98

Startup Asset Allocation Clients Investing 98

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Startups also need cash.

Startup 52

Startup Valuation Taxes Wealth Management 52

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 147

Startup Advertising Engineering Numbers 147

Trade Brains

AUGUST 17, 2024

What makes this broker even more interesting is that Zerodha which got a unicorn startup status in 2020, was just founded in 2010 and still has been able to outrank all the old and well-matured traditional brokers. Coincidently, Upstox and Groww, both are heavily funded startups and are even valued higher than Zerodha.

Clients 98

Clients Numbers Startup Accounting 98

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase.

Taxes 52

Taxes Tax Planning Startup Valuation 52

The Irrelevant Investor

FEBRUARY 19, 2022

That's quite the lede from Pitchbook's 2021 VC Valuations Report. According to this report, the median early-stage valuation jumped 50% YoY to $45 million in 2021. Growth equity wasn't really a thing in the 90s when the hottest companies like Amazon were going public at half a billion-dollar valuation.

Valuation 52

Valuation Startup Numbers Investing 52

Trade Brains

NOVEMBER 26, 2023

This led to the formation of huge giants and the birth of many innovative startups. Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These policies opened India to a host of other opportunities. 2029 Cr in FY22.

Recruitment 102

Recruitment Startup Engineering Education 102