Insights & Case Studies
Insights & Case Studies
Technology is continuously disrupting and reinventing our world.
Chronicle of an Exit Foretold
February 11, 2025
In 2025, Google announced that it would acquire Wiz for $32B. The transaction represents the largest acquisition of a venture backed company ever, and what’s more, it happened in record time – only 5 years after the company was founded.
Portfolio Review: StubHub (NYSE: STUB)
December 3, 2025
An analysis of StubHub’s IPO and post-listing performance, focusing on the Company’s market leadership, growth drivers, and evolving financial profile.
The Coca-Cola's of AI
August 2, 2024
"The people who invented refrigeration made some money, but most of the money was made by Coca-Cola which used refrigeration to build an empire… the Coca-Cola [of AI] has yet to be built." Chamath Palihapitiya (ex-Facebook VP of Growth)
VC Investment Case Study: FIGMA
September 21, 2022
Figma’s story, and that of its founder Dylan Field, is fascinating. In this case study we highlight 4 elements of the story that provide insight into the real business of Venture Capital.
Why Invest in a Venture Capital Fund-of-Funds
September 6, 2022
We review various academic and industry studies on the historical performance of venture capital funds.