Andrea Badia

VC is a Power Law business which means only a few cos deliver most of the returns - David Clark from VenCap breaks it down with data on 11.350 companies from 259 funds from 1986 - 2018. Only 1.1% out of 11,350 cos returned the whole fund!

David Clark responded to my tweet that median fund size for fund returners was $350M and many funds >$1b

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Metric at IPO

KVYO

BRZE

Primary Motion

PLG

SLG

Revenue Growth

54%

52%

Revenue, $m

585

185

Gross Margin

77%

72%

ACV, $k

4.5

169

NDR

1.21

1.26

Est. Sales Efficiency

1.04

0.61

Profitability

4.7%

-21%

CFO / Revenue

18%

- 17%