Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.
This week we assembled the full crew — Matthew Lynley, Katie Roof and Alex Wilhelm — along with Stephanie Palmeri from Uncork Capital. Palmeri has invested in Poshmark, Chariot, and ClassDojo, for context.
Her investment in Poshmark made her a perfect guest as we spent the bulk of our time in the podcast room digging through the Stitch Fix IPO, which wound up attracting both positive and negative commentary on Twitter and in the media.
Here’s Katie’s roundup of the fracas, and, here’s something I did before we wound up in the middle of VC Twitter. The two pieces should ground you in what we were working to understand, namely can you call an IPO a success if it has to price under its proposed range?
If that sounds technical, it is, but the conversation is a good catalyst to help us all understand the world that dozens of unicorns need to venture into; the IPO world of today, that is.
At the end, we also talked through the recent SailPoint debut. IPOs! We’ve got them all.