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Hi Colin! Can you please do a 2024 version of this?

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There's a European marketplace startup that raised a $6M Series A round in Q4 2022 but they "only" did $3M in GMV in the whole of 2022 (they expect this to double/triple in 2023). In your opinion, is there anyway this could make sense? Asking because this value is far off the $1M/month GMV before going to Series A that is mentioned above.

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It seems lower than expected to me though they might have a high take rate and/or growth rate. Might also be just round dynamics that caused them to call it an A. It all comes down to investor confidence so if they have compelling underlying metrics than maybe it could happen. I would say this is well below the average though.

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Super useful Colin. Keep the great posts coming

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Thanks!

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Fantastic breakdown with fresh data - well done and thanks for the perspective!

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Thanks Clem!

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Sep 15, 2023
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Nice! Excited to hear how y'all grow.

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