On the latest episode of the Kingscrowd Podcast, host Brian Belley teams up with Senior Investment Associates Léa Bouhelier-Gautreau and Teddy Lyons, along with industry expert Scott Kitun, to explore startup valuations and learn lessons from a recently failed startup.
The Kingscrowd team examines the latest data on revenue multiples, offering a comprehensive breakdown across key industries, including food & beverage, healthcare, consumer products, and software. Léa and Teddy share insights on why some industries command higher multiples, highlighting crucial considerations for investors evaluating startup valuations. Learn how to use revenue multiples effectively—and when to look beyond them.
Dive deeper as the team discusses industry-specific dynamics influencing startup valuations. They identify median multiples, key outliers, and industry trends, providing investors with a practical framework for assessing whether a startup's valuation is justified. The conversation also covers how biopharma, software, and consumer products differ significantly in their valuation methodologies.
In a candid breakdown, Brian and Scott Kitun analyze the failure of PvP, a web3 gaming platform that recently shut down after multiple successful crowdfunding rounds. The discussion explores potential warning signs in PvP’s funding history, unrealistic growth projections, and critical macroeconomic shifts. Scott emphasizes how investors can spot hype-driven trends and avoid similar pitfalls in gaming and other tech sectors.