
Macro Economic Climate
The economic cycle is not dead. We have entered a downward trend that will cause many companies that were irrationally over-valued to become equally under-valued
Strategies to Navigate the down HALF of the Cycle
It’s hard to believe that the last economic down cycle was in 2008. The COVID pandemic almost triggered the end of the rising economic cycle in 2020, but through actions by the Federal Reserve (monetary action) and the US as well as other governments (fiscal response), the down cycle portion was delayed.
Delay is not avoidance, and we are now heading through the down portion of the economic cycle. Startups need to shift to a defensive posture with the goal of surviving the next 18 - 24 months to benefit from the inevitable recovery that will follow.
See the memo to learn more about where we are in the economic cycle and strategies you can employ to make it through to the other side.