Thinking
Discover our ideas, research on the specificities of high-growth and disruptive businesses, and our business perspectives on the constantly evolving investment landscape for these companies
Article & Ideas
Article & Ideas
FundFire – Will Venture Capital’s Center of Gravity Shift Away from Software?
Newsletter
Article & Ideas
August by D’Ornano + Co.: Being a Technology optimist in 2023, Finding the right Path to Liquidity, and a quick S-1 – teardown of high-growth SaaS company Klaviyo
Article & Ideas
Article & Ideas
Finding the right Path to Liquidity
Article & Ideas
Article & Ideas
“Buyout Valuations May Finally Perk Up in Q2, But Dispersion Widens” – By Tom Stabile, FundFire –
Article & Ideas
Article & Ideas
Understanding the GenAI Tech Stack – Part 1: MLOps (2/4)
Newsletter
Article & Ideas
July by D’Ornano + Co.: an update on our European Tech predictions for 2023, uncovering value in the Private Markets and a zoom on the MLops part on the GenAi tech stack.
Podcasts
Article & Ideas
2452: Redefining Due Diligence for Tech Investments: A Conversation with Raphaëlle d’Ornano
Article & Ideas
Article & Ideas
Raphaëlle d’Ornano Discusses with Pitchbook The Situation Of Europe’s LBO Market
Newsletter
Article & Ideas
June by D’Ornano + Co.: a proposed framework for assessing the intrinsic value of foundational tech business models, decomposing the GenAI tech stack and an expected revival of the IPO market?
Article & Ideas
Article & Ideas
What every investor should know about the GenAI tech stack (1/4)
Conferences
Article & Ideas
Redefining The Means of Higher Returns for Growth Investing: New Rules in a New Environment
Conferences
Article & Ideas
Dry Powder Roulette: Deploying Capital and Uncovering Value in Private Markets
Newsletter
Article & Ideas
April by D’Ornano + Co.: ideas from Milken on navigating the Private Markets in a new paradigm, the new state of play of European Deeptech and questions on the race to “God-like AI”
Article & Ideas
Article & Ideas
From Hype to Hard Science: An investor’s guide to understanding new frontiers in European Deeptech investing
Article & Ideas
Article & Ideas
Now, what could go wrong in Tech financing?
Article & Ideas
Article & Ideas
Why The Creator Economy Is Hot
Newsletter
Article & Ideas
March by D’Ornano + Co.: a look at some of the changes expected in Startupland in the aftermath of SVB, why the creator economy is hot, and how PE might benefit from high inflation
Article & Ideas
Article & Ideas
What is going to change in Startupland in the aftermath of SVB?
Article & Ideas
Article & Ideas
Due Diligence Is Broken But There Is A Solution
Newsletter
Article & Ideas
February by D’Ornano + Co.: is the Tech investing glass half-empty or half-full?, the importance of a new form of due diligence, building strong revenue models in AI, and why the Tesla recall matters
Article & Ideas
Article & Ideas
Raphaëlle d’Ornano Discusses with Tanya Dua how startups can monetize AI
Article & Ideas
Article & Ideas
The Importance Of Due Diligence And Key Takeaways Going Forward
Newsletter
Article & Ideas
January by D’Ornano + Co.: what’s in store for European Tech this year and the birth of the “Jellyfish”, CES 2023 edition takeaways, and a look at winners and losers across Public and Private markets
Article & Ideas
Article & Ideas
Tech Predictions 2023: what’s in store for European Tech this year?
Article & Ideas
Article & Ideas
European Unicorns: where do we stand now?
S1
Article & Ideas
Mobileye – S1 – Teardown
Newsletter
Article & Ideas
November by D’Ornano + Co.: where do we stand in terms of European Unicorns at the end of a tumultuous 2022, lessons on Autonomous Cars from the Mobileye IPO, and why Tech seems to be collapsing?
Newsletter
Article & Ideas
October by D’Ornano + Co.: assessing resilience in light of ESG criteria in the era of greenwashing, fresh US crypto rules, the new macroeconomic and energy paradigms and the VC market downturn?
Article & Ideas
Article & Ideas
Moving from playing defense to offense: The case for integrating “E”, ”S” and “G” in investment grids
Conferences
Article & Ideas
How to Detect Greenwashing in the New Era of ESG:
Article & Ideas
Article & Ideas
Introducing Hybrid Growth Diligence, a 3.0 approach for assessing disruption
Newsletter
Article & Ideas
September by D’Ornano + Co.: linking DE&I to financial performance, introducing Hybrid Growth Diligence (3.0 due diligence for assessing disruption) and why tech companies should look beyond scale.
Article & Ideas
Article & Ideas
Gender Diversity: time to have the right financial KPIs
Conferences
Article & Ideas
Raphaëlle d’Ornano Discusses at SALT New York 2022 the Importance of DE&I on a Company’s Performance.
Newsletter
Article & Ideas
August by D’Ornano + Co.: Introducing the concept of “Growth Assets”, new interest of buyout firms for digital assets, the opportunity of Biden’s climate bill, a look at H1 European tech valuations
Article & Ideas
Article & Ideas
Growth Assets: New Opportunities, New Rule
Article & Ideas
Article & Ideas
“Buyout Players Scout Early Moves into Blockchain, Crypto Deals” – By Tom Stabile, FundFire
Newsletter
Article & Ideas
June by D’Ornano + Co.: the challenge of private Tech companies valuations, introducing our Continuous Dataroom product and new trends in early-stage investment.
Conferences
Article & Ideas
Raphaëlle d’Ornano Raises Awareness on DE&I and ESG at SuperReturn Berlin 2022
Article & Ideas
Article & Ideas
Continuous Data Room
Article & Ideas
Article & Ideas
Now, what could go wrong in Tech financing?
Newsletter
Article & Ideas
April by D’Ornano + Co.: exploring what could go wrong in technology financing in Q2, SEC disclosures on climate and the emergence of low-code/no-code solutions for enterprise software
S1
Article & Ideas
Samsara – S1 – Teardown
Newsletter
Article & Ideas
February by D’Ornano + Co.: exploring the crack in tech valuations, why Samsara is succeeding, and the momentum in European (and French) tech
Newsletter
Article & Ideas
January by D’Ornano + Co.: what are our 7 predictions for European Tech in 2022, why Freshworks is succeeding, and what implications does the current turmoil have on valuation of private companies?
Article & Ideas
Article & Ideas
Raphaëlle d’Ornano Discusses France’s Climate Tech Attractiveness to Investors on BSMART TV
Newsletter
Article & Ideas
The whole team wishes you a happy and dynamic new year!
Article & Ideas
Article & Ideas
Raphaëlle d’Ornano Highlights European Technology Trends for 2022 on BSMART TV
Article & Ideas
Article & Ideas
7 Predictions for European Tech in 2022
S1
Article & Ideas
Freshworks – S1 – Teardown
Article & Ideas
Article & Ideas
The Race To A $100 Billion European Scale-up
S1
Article & Ideas
Udemy – S1 – Teardown
Newsletter
Article & Ideas
November by D’Ornano + Co.: what are the implications of mega rounds led by Non Traditional Investors for founders, why Udemy is succeeding, and new challenges for Modern Private Investors?
Article & Ideas
Article & Ideas
Move over, Ebitda; time for new metrics
S1
Article & Ideas
Warby Parker – S1 – Teardown
S1
Article & Ideas
Toast – S1 – Teardown
Newsletter
Article & Ideas
October by D’Ornano + Co. – Why a new holistic framework is needed to understand Tech valuations, why Toast is succeeding, and how to make cash flows more relevant?
Newsletter
Article & Ideas
September by D’Ornano+Co.: European Unicorns, Warby Parker’s IPO, and why European valuations are hot
Article & Ideas
Article & Ideas
Unicorns. What next?
Article & Ideas
Article & Ideas
Building World Champions: Funding lessons from Alan, Ornikar, Shift Technology and BackMarket
Article & Ideas
Article & Ideas
Modern Private Investors
Article & Ideas
Article & Ideas
Why Founders Must Start Preparing For A SPAC Now
Article & Ideas
Article & Ideas
« Des investisseurs américains exigeants envers la tech française » – Florent Le Quintrec, L’AGEFI Hebdo
Article & Ideas
Article & Ideas
American Investments impose new challenges to French Tech Companies
Article & Ideas
Article & Ideas
L’économie de la distance : loin des yeux, près du coeur de métier ?
Podcasts
Article & Ideas
Raphaëlle d’Ornano Shares Strategies on How to Build A Reference Firm on Anomia Podcast.
Article & Ideas
Article & Ideas
Raphaëlle d’Ornano Describes the Rise of Growth Equity in France for CFNEWS Magazine
Article & Ideas
Article & Ideas
Legal pitfalls in fundraising: watch out for deal breakers!
Article & Ideas
Article & Ideas
Challenges and specificities of Add-On operations
