G Squared

"It's a lot harder to be a public company today than it used to be. As a byproduct, returns have shifted from being democratically available in the small and mid-cap public markets to being concentrated in the private markets." — Spencer McLeod, Partner and Head of Research at G Squared. From the sidelines of day 1 of our 7th Private Equity San Francisco Forum, McLeod breaks down why we’re seeing an elongation of the private company lifecycle in venture capital. With the number of public companies in the United States nearly cut in half over the past twenty years and the unicorn phenomenon thriving in the private market, he dives into the pressures of living quarter-to-quarter as a public company, the high costs of going public, and the changing landscape of investor priorities—shifting from growth to profitability. G Squared isn’t just watching from the sidelines—they’ve pioneered an approach to meet the unique and varying needs of today's most innovative private companies, from local gems to global giants. Watch the full interview to hear Spencer’s take on what's next for the IPO market. And as we move into day 2 today, our final day, stay tuned for more highlights from our forum! 🎥 #MarketsGroupPE Paloma Lima-Mayland Meghan Hazen, DES Brandon Link Victoria Cepeda James Garnett Giseli Cristina A. Courtney McQuade

$300M ARR and counting! 💪   Congratulations to Dialpad on reaching this milestone – a true testament to the power of early AI investment. At the core of this success is DialpadGPT, a native LLM built on 7B+ minutes of business conversations, delivering real-time insights and advanced speech recognition capabilities.   With the acquisition of Surfboard, Jen Grant stepping in as CMO, and Atit Shah as CSO, Dialpad is well-positioned for its next phase of enterprise expansion. Hats off to the team! 👏

Heading to the 7th Annual Private Equity San Francisco Forum tomorrow? Be sure to connect with Spencer McLeod, G Squared’s Partner & Head of Research. If you'd like to meet, please reach out directly. 

 📬 The October issue of G Squared’s newsletter, The Square, is live!   In this edition, we spotlight G Squared VI’s close, review recent investments, examine shifting secondary market dynamics, and share the latest from the private tech sector.   Don’t miss out - subscribe here to read the full issue: https://lnkd.in/gr9SGpp2

🔐 October is Cybersecurity Awareness Month, and Wiz is leading the movement with its commitment to 'Secure by Design.'   As an inaugural member of #CISA’s Secure by Design initiative, Wiz is furthering its mission to build security into every layer of its platform. From transparent authentication practices to memory-safe programming, Wiz is raising the bar for secure, scalable cloud solutions.   🔍 Learn more about Wiz’s latest security advancements below:

Exciting update from Knowde!   Their new SAP-certified S/4HANA MDG connector is here to simplify product data management between SAP systems and Knowde’s product information management (PIM) platform. This launch ensures faster and smoother data synchronization for chemical, ingredient, and polymer companies. ⚡🔗   Shoutout to Ali and the whole crew for another big achievement! 💪

ICYMI: 🌱 "What we run is called a ‘land and expand’ investment strategy, so we fire a rifle to calibrate a cannon ball. Every time, we start by making initial investments in around 40 companies, get the data, talk to the businesses, and decide which of the 40 are going to be our top 10. Then we load up." 🎯 Curious about how this strategy shapes our investment approach and informs our process? Check out this in-depth feature by Ryan Hibbison at Venture Capital Journal to learn more about our philosophy. 🔗 Read the full article here: https://lnkd.in/gjR-2S5U

👀 Have you ever wondered how G Squared delivers its full suite of liquidity solutions? This article from Gené Teare at Crunchbase offers a fantastic perspective on how our approach is making an impact. 📖 Read the article below:

Check out our mention in Venture Capital Journal's latest article on VC secondaries! Larry gives his perspective on the benefits of secondaries: “It’s not determined by a process. It’s determined by your process." Secondaries can provide investors with the flexibility to shape their investment decisions on their own terms. 📰 Read the full article below: 

Thrilled to see Uber and Turo join forces! Starting in early 2025, Turo’s range of 1,600+ vehicle models will be available on Uber Rent, unlocking opportunities for both hosts and drivers. This partnership better positions Turo to tap into a $150B+ total addressable market across the US, UK, Canada, Australia, and France. Congrats to Andre H. and the entire team at Turo! 🎉