Listen on Spotify, Apple Podcasts, or watch on Youtube.
Timestamps
00:00 Is Your Company Worth 20x Revenue or 2x?
00:20 Welcome to Sidekick: Meet the Brighteye Index
00:57 Why We Built the Index for Founders
01:50 What the Index Tracks and the Valuation Tool
02:23 Takeaway 1: Learning Trades at a Steep Discount
02:54 Takeaway 2: AI Is the New Dividing Line
03:29 Takeaway 3: Private Valuations vs. Real Exits
04:25 What This Means for Founders
05:05 Outro
How much is your startup actually worth? And what is the market really telling us about valuations?
In this short solo episode, David introduces the Brighteye Index, our new monthly benchmark tracking how public and private companies in the future of learning and work are valued.
Three findings stand out:
- Learning vs software: Why are learning companies trading at a significant discount?
- The AI effect: Is AI making your business more valuable, or easier to replace?
- The valuation gap: Why are private companies valued at 20x revenue when acquisitions happen at much lower multiples?
A quick, practical look at the numbers, what they mean for founders, and how to use market benchmarks to make better fundraising decisions.
Explore the Brighteye Index, updated monthly with fresh multiples, market analysis and an interactive startup valuation tool.
