2022年9月18日

General Atlantic的运营合伙人Gary Reiner在Mind the Tech NY的一个小组中与Qumra Capital的管理普通合伙人Boaz Dinte、at - bay的联合创始人兼首席执行官Rotem Iram、Fiverr的首席运营官Hila Klein和RapidAPI的创始人兼首席执行官Iddo Gino发表了讲话。这是对公司的重估。唯一的原因就是通货膨胀和对通货膨胀的预期。真正的问题是通胀会持续下去吗?General Atlantic的运营合伙人Gary Reiner在Mind the Tech NY的一个座谈会上说。与Reiner一起参加讨论的还有Qumra Capital的管理普通合伙人Boaz Dinte、at - bay的联合创始人兼首席执行官Rotem Iram、Fiverr的首席运营官Hila Klein和RapidAPI的创始人兼首席执行官Iddo Gino。“在过去3-4年里，任何从事股票交易的人都是免费资金的受益者，但这种情况已经发生了变化，导致市盈率大幅下降。只有通货膨胀得到控制，市盈率才能回到原来的水平。从长期来看，过去20年有两件事推动了通缩和低成本资金，而这两件事将继续下去。这两件事就是科技和全球化。 As they continue, the long-term trend is still deflationary. Long term we can expect interest to be low, or lower, and when that happens, we will have multiples between what they are now and the height of September of last year.” Dinte acknowledged that it is currently more difficult for startups to raise money. “Looking forward it is going to be more difficult and challenging to raise money. Companies are not going to be measured just on growth the way they were a year ago, but they will be measured on their efficiency and product market fit.” Klein stressed the importance of keeping a cool head during stressful periods. “We do not panic. It is almost impossible to manage a company when you listen constantly to trends of markets and investors,” said Klein. “I think a healthy unit economy is healthy for a company at any stage. In times of uncertainty companies are looking for more flexible costs so in this regard Fiverr is an excellent solution for them.” Iram noted how important it is for startups to track the effectiveness of growth. “Are you spending money or saving money by growing? So basically what is your burn multiple. In the case of At-Bay when we invest in sales we make more money than it costs us so for us it makes no sense to take the foot off the gas.” Related articles: