The Reddit S-1
The Reddit IPO has finally taken place but what’s can we make from the S-1 and all that has taken place in Reddit’s history? Dive into a bit of a analysis and a lot of opinions, written by Phoebe Scriven.
Podcast: Investing in consumer companies and finding out what consumers really want
I talk to Brian, from Hardman & Co, all things consumer investing and my experiences in the sector.
Perfecting the pitch deck
Over the years, I’ve accumulated a lot of notes from answering questions about ‘what to put in my pitch deck’ and ‘how can I improve it’ and finally decided to write them up.
How investors read your pitch deck and what this means for you
In this first part of my series on pitch decks, I’ve outlined key context that I often see misunderstood or misplaced as I look at pitch decks.
I’ve been a venture capital investor for 5+ years, based in London. The thoughts and views that I share here come from looking at thousands of pitch decks over the years — reviewing them is a massive part of my day-to-day job.
The Roblox S-1: The world’s largest playground
Over the last couple of years, there has been a slew of articles aimed at de-mystifying the firm: All you need to know about Roblox, A quick guide to Roblox, for adults, and What is Roblox? Their very existence highlights a key contradiction of the platform: for many adults, Roblox is the biggest B2C company that you have never have heard of, unless — you know — you’ve been tracking their IPO or have kids.
The Bumble S-1: What’s all the buzz about?
We are traditionally filled with enthusiasm for change in the new year. Some people look to change their habits. Others pursue bigger pivots: a new job, a move to a different location, or — for many — a new relationship.
So, it was particularly well timed that Bumble Inc, the creators of the female-first dating app by the same name, filed its S-1 for IPO on January 15th 2021. January has long been considered peak season for online dating. In fact, a couple of years ago Bumble’s competitor, Tinder, declared the 14th and 15th January as its peak days for sign-ups*.
Aversion behaviours in a time post-COVID
As with pandemics before, we believe that after quarantine and social distancing measures are legally lifted, we will see some aversion behaviours — even though not required for individuals’ health and safety. While the press is quick to highlight how measures are being broken, our view is that the majority of people will take time to go back to ‘pre-COVID’ behaviours.
Day 1 to 365: What does it look like to launch a (successful) social network?
What can we learn from the past to better understand how to build the social networks of tomorrow? Everyone wants to launch the next Facebook, LinkedIn, or Pinterest — but what did these actually look like in their first few months?
