The Overlooked Startup Bubble: Form D Filings Reveal a Boom-and-Bust in Venture Fund Formation
By
lemonlym
9mo ago· 7 min readenInsight
100/100
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Summary
The article analyzes a startup investment bubble that is being overlooked, using Form D filings data (specifically funds named "Fund I", "Fund II", "Fund III", "Fund IV") to illustrate a dramatic peak in new fund formations around Q3 2022, followed by a steep decline. The data suggests a surge of early-stage venture funds was created during the boom, but activity has since collapsed, indicating a hidden bubble in the startup funding ecosystem that mirrors broader market trends.
Key quotes
· 3 pulledThe startup bubble that no one is talking about
Above is a graph that displays the amount of Form Ds filed, where the entity (read: company/firm) name contains the phrases 'fund I', 'fund II', 'fund III', and 'fund IV'
You can see that the line for 'fund I' sees by far the greatest peak around quarter 3 of 2022, with a steep drop off immediately after
Article URL: https://tj401.com/blog/formd/index.html
Comments URL: https://news.ycombinator.com/item?id=45051034
Points: 12
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