Of 370 deals reviewed, 66% were passed on due to market competition
dunkhippo33 · x · 2026-11-05
Part of an October 2026 deal-stats thread: the team took a closer look at 370 deals. Among those passed on at that stage, reasons were market competition (66%), valuation (14%), and unit economics (12%); follow-up dimensions included perception of future unit economics (11%), market competition (10%), valuation (8%), and industry (5%).
Related event: Investor reveals why 66% of evaluated deals were rejected: competition(4 posts)→
More from Venture
- Hugging Face on who profits from the open source AI boom amid Chinese model competition — TechCrunch AI · 2026-11-05
- Small models ace payout fraud review in Kill Bill — same answers, 106x cost gap vs Claude — m4rkGS · 2026-11-05
- Acquisition day in AI: HumanLayer to Factory, Conductor to Meta, Pierre to OpenAI — altryne · 2026-11-05
- Lenny's Newsletter goes print: 8 AI-era career posts as a $29 magazine — lennysan · 2026-11-05
- Hustle Fund reviewed 2,718 pitches in October and funded just 8 — dunkhippo33 · 2026-11-05
- Accounting can't be one-shotted: Accrual on rebuilding tax workflows with AI — marcbhargava · 2026-11-05