NotSoLiquid (acquired by Bryan Garnier) reposted this
May the Tech Ecosystem finally recover? Will we ever reach 2021 levels again? Yeah… don’t hold your breath... With liquidity drying up, private equity and venture capital are definitely not what they used to be. But here’s the twist: investors are starting to creep back into tech. Just don’t expect it to look like the glory days of 2021. In fact, it’s probably the opposite—and, honestly, not everyone’s ready for what’s next. Case in point: secondaries of Monzo, Revolut, Moneybox, Vinted, Canva, and most recently Qonto (hi, France!) are still happening at great valuations. (see the post of David Laroque 🌔about it) But don’t let these big names fool you into thinking “here we go again, tech is back!” These companies are market leaders—outliers, really—and don’t speak for the whole ecosystem. In my latest article, I break down what the next 18 months might hold for venture secondaries and why opportunistic investors could find some serious deals out there. Here’s a taste of what I cover: 📉 Valuation Realities: Goodbye sky-high valuations, hello reality check. 🚪 Secondary Market Surge: Because sometimes, your best exit is the back door. 🎯 Distressed Deals Galore: A “clearance sale” for the patient and savvy. 📅 2024 Market Forecast: My predictions on what’s in, what’s out, and what’s just plain weird. 👉 Read the full article: link in the first comment! Is this a new era or just a really long reality check? Let’s hear it! (And yes, 2021 called and wants its valuations back.) #VentureCapital #PrivateEquity #SecondaryMarkets #RealityCheck #2024Trends #TechInvesting
Spot on, Pierre! 2021 just called me — they want their valuations back! 🌋 But seriously, the secondary market is where the action is now. Monzo, Revolut, Qonto are proof that there’s still gold in them hills. Let’s embrace the reality check and hunt for those hidden gems. Onward and upward! #TechEcosystem #VentureCapital #SecondaryMarket"#BryanGarnier
meme goat 🐐
Super interessant ! Meme's king !
The best meme builder in town is back !!!!!!
GOAT 😭
Super timely post
Un super article, très interessant ! Merci
Great article, great memes, as always !
Accrocheur, instructif et drôle! Bravo!
Managing Director at Bryan Garnier / Co-Founder at @NotSoLiquid / Passionate about Venture Secondaries / Proud twin of @Adrien Leroy / @Deljoy lover
1mohttps://thefrozenfundfiles.substack.com/p/venture-secondaries-what-will-happen