Venture Bytes #4 – Digital Wallets: End of the Beginning or Beginning of the End?

Month: February 2015

Venture Bytes #4 – Digital Wallets: End of the Beginning or Beginning of the End?

on February 25, 2015

This week’s lead article, Digital Wallets: End of the Beginning or Beginning of the End? is a look at digital wallet space following the arrival of Apple Pay. We believe a combination of factors – part structural, part user experience – will drive the next and larger cycle in digital wallet adoption. Apple Pay will be a key enabler, it will be neither alone nor, the necessary winner.

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Venture Bytes #3 – Multiple Directions on Multiples

on February 11, 2015

This week’s lead article, Multiple Directions on Multiples, is a commentary on the public company multiples and private company valuations of leading names. Private company valuation is as much art as science, sometimes as much alchemy as chemistry. Among the few reliable and well-worn guidelines to follow are public companies and recent M&A multiples. This is why we spend so much time refining, tracking and parsing the multiples we use. Oddly, we have observed a strange lag and over correct pattern between public company multiples and private company valuations of leading names. This appears to be happening again with a small subset of high flying private names.

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