Erwan Bernard

263 posts

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Erwan Bernard

Erwan Bernard

@ErwanBd

VC

France Katılım Nisan 2014
327 Takip Edilen335 Takipçiler
Erwan Bernard
Erwan Bernard@ErwanBd·
For sure Gen AI represents a significant technological advance. But would lots of VCs make money out of it? There are a few skeptics in the Sillicon Valley. ft.com/content/567109…
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Erwan Bernard
Erwan Bernard@ErwanBd·
▶️ Software-as-a-service companies with subscription models have a growth potential and steady cash flow making them good candidates for leverage. Would love to hear your thoughts on the topic 🙂
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Erwan Bernard
Erwan Bernard@ErwanBd·
▶️ For sereral buyout firms, many public tech companies are trading below their fair value estimates. Companies from the BVP NASDAQ Emerging Cloud Index are currently trading at 5.5x (median) vs 14x+ in early 2021.
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Erwan Bernard
Erwan Bernard@ErwanBd·
Taking listed software companies private is the new cool. After the $8bn acquisition of Coupa Software by Thoma Bravo in dec 23, Silver Lake and Canadian pension fund bid $12bn for Qualtrics. ft.com/content/7be0f9…
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Erwan Bernard
Erwan Bernard@ErwanBd·
▶️ Markets are tougher than in 2021 and some shareholders (founders, investors) are becoming increasingly resigned to accept lower offers. ▶️ PE firms are sitting on upward of $2.5 trillion in dry powder. For example, Thoma Bravo adds record $32 billion in new capital.
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Jonathan Abrams
Jonathan Abrams@abrams·
Bain Capital Ventures just announced $1.9B in new funds 8VC just announced a $880M fund Felicis just announced a $825M fund SignalFire just announced a $900M fund GGV is raising $2.5B in new funds Khosla Ventures is raising $3B in new funds etc. This is not 2001.
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Erwan Bernard
Erwan Bernard@ErwanBd·
@moonlaggoune Bravo pour la pédagogie ! J'aime bcp tes threads sur les finances perso✌️
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Mounir Laggoune
Mounir Laggoune@moonlaggoune·
Je vous partage ma stratégie d’investissement basée sur la diversification. Elle m’a permis de me construire un patrimoine conséquent en partant de 0 📈 Que vous soyez débutant ou investisseur confirmé, ca va vous intéresser 👇
Mounir Laggoune tweet media
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clement vouillon
clement vouillon@clemnt·
With tgg.vc I start to see early stage vertical SaaS founders who need to raise a couple hundreds of thousands € before raising with VC firms. I'd be super happy to connect with the business angels/pre-seed firms (in🇪🇺) that are comfortable with these rounds 🙏
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Mark Tluszcz
Mark Tluszcz@marktluszcz·
FCF is the best indicator of the health of your company....the old expression "Cash in King" has never been more important. Watch #tech's comeback in 2023...it is being led by FCF. Smart words from @GavinSBaker
Gavin Baker@GavinSBaker

1) Interesting to hear CEOs answer the question, "what drives shareholder value and equity returns?" So many answers. There is only one correct answer: growing FCF/share. And if going to burn, then the incremental FCF/share in out years must be *materially* higher.

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Tariq KRIM
Tariq KRIM@tariqkrim·
Nous espérons que ce contenu que nous avons noté va nous servir de matériaux pour réfléchir et créer, avoir des idées. David Allen, le pape de l'organisation, disait toujours que le cerveau sert à avoir des idées, pas a les garder. Toute l'économie de la productivité ...
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Patrick Amiel
Patrick Amiel@patamiel·
Quelqu'un connaît-il le taux de financement moyen des VC, ratio entre deals financés et deck reçus ou pitchés ? merci
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Bill Gurley
Bill Gurley@bgurley·
3/ Cash is now hard to come by; investors are expecting solid unit economics & earlier profitability. Everything is immediately 5-10X harder. As such, survival is now depedent on hard-core, disciplined, top decile business execution, which no one learned in the past 5 years.
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Patrick Amiel
Patrick Amiel@patamiel·
🇫🇷 Quelles sont les startups françaises qui sont entrées dans le quotidien du grand public ? 👉 Doctolib, Yuka, Lydia, Back market, Alan, Luko, Blablacar, Voodoo, Veepee, Zenly, etc….?
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Jason ✨👾SaaStr.Ai✨ Lemkin
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk·
Worried about the burn rate now? The answer isn't slowing down sales, or your sales team But there are things you can now that are easy and make a difference 10 Simple Ideas To Lower The Burn: 🔽🔟⬇️
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Keşfet

@moonlaggoune @clemnt @threnaudin @GavinSBaker @chrija @tariqkrim @patamiel @HarvardBiz