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PERSON DIRECTORY

Chad Peets

Chad Peets appears in 3 indexed conversations across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

3 EPISODES1 SHOW
1 episode1 active
Language
20VCEN · 69 min

Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell

Harry StebbingsChad Peets

Navan’s roughly 6–7x NTM revenue multiple at about 30% growth signals a tougher SaaS exit market, while Harvey’s $8 billion valuation depends on converting legal labor budgets into software revenue rather than merely expanding software TAM.Longer liquidity timelines, compressed venture ownership, and trillion-dollar OpenAI commitments raise the underwriting bar, while cloud demand remains strong and incumbent software must show AI-driven reacceleration before mature-company multiples or consolidation prevail.