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The Venture Activity Index – Q4 2023
Capital deployment remains depressed, sitting about 50% below trend
 • 
Nnamdi Iregbulem

January 2024

July 2023

The Venture Activity Index
Measuring the state of the venture "business cycle"
 • 
Nnamdi Iregbulem

June 2023

The Shadow Price of Venture Capital
Valuations are 60% too high relative to the volume of venture funding
 • 
Nnamdi Iregbulem
7

May 2023

Don't Discount Interest Rates
It's Jay Powell's world. We're just living in it.
 • 
Nnamdi Iregbulem
4

January 2023

We Don't Have Nearly Enough Startups
Where did the explosive growth in venture activity come from?
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Nnamdi Iregbulem
5

December 2022

Old Valuations Die Hard
Private valuations substantially lag public tech valuations
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Nnamdi Iregbulem
5

November 2022

It's Valuations (Almost) All the Way Down
Venture funding hasn't grown as much as you think
 • 
Nnamdi Iregbulem
8

September 2022

Beats and Misses Are Forever
Revenue surprises permanently shift the trajectory of SaaS companies
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Nnamdi Iregbulem
2

August 2022

Layoffs Don't Tell the Whole Story
Hiring freezes matter more than layoffs
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Nnamdi Iregbulem
COVID Hurt Most Software Companies
COVID put most software companies on a lower growth trajectory.
 • 
Nnamdi Iregbulem
8

July 2022

The Dark Matter of Software Valuations
Exploring the vast "dark matter" of the software universe
 • 
Nnamdi Iregbulem
2
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