Ikove Insights

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Ikove Insights Why The 2019 Tech IPO Bonanza Is Different
Why The 2019 Tech IPO Bonanza Is Different
Why The 2019 Tech IPO Bonanza Is Different
May 10, 2019

With Uber ready to debut as the third largest tech IPO in the US, 2019 is shaping up as a breakout year for tech as funds unload into the public markets with a significant number of IPOs. The last time this kind of a bonanza occurred, Wall Street was partying like it was 1999, because it was.

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Ikove Insights 2019 Market Outlook
2019 Market Outlook
2019 Market Outlook
January 11, 2019

Commenting on short-term market movements is usually a futile task. One should focus on longer-term macro trends.

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Ikove Insights Understanding The Early Stage Investment Process
Understanding The Early Stage Investment Process
Understanding The Early Stage Investment Process
March 13, 2018

Every entrepreneur will face this question at some point in the cycle of their business: Does it make sense to pursue outside capital to accelerate the growth of my business or do I go at it alone? With few exceptions, especially in deep technology businesses, startups are able to generate enough early-stage revenue and cash flow to be self-sustaining and rely on a well-defined investment hierarchy and funding process.

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Ikove Insights The Search for Alpha What Drives Strong Performance In Illiquid Investments
The Search for Alpha: What Drives Strong Performance In Illiquid Investments
The Search for Alpha: What Drives Strong Performance In Illiquid Investments
February 19, 2018

All asset allocators suffer from a similar conundrum: Do I sacrifice liquidity to try to achieve greater returns? The fact remains that managers should match their assets and liabilities. The so-called liquidity mismatch was greatly exacerbated during Q3 and Q4 of 2008 and Q1 and Q2 of 2009, when managers were hit with billions in redemptions and caught unprepared, as their positions became illiquid.

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Ikove Insights 2017 Year In Review
2017 Year in Review
2017 Year in Review
January 1, 2018

The last quarter of 2017 proved to be a strong and fruitful end to the year for Ikove. As shown below, Ikove and the portfolio companies achieved many milestones throughout the year capped with the majority of successes in Q4.

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