January by D’Ornano + Co.: Exits in 2024, the opportunities and pitfalls of genAI for PE investors, a framework for assessing efficient growth in SaaS and the Crystal Ball for 2024

This is our monthly newsletter dedicated to Tech x Investments.

Dear readers,

I am thrilled to write this first edition of 2024 of this newsletter. Thank you for your ongoing interest and loyalty. As innovation continues to accelerate, I remain committed to providing fresh perspectives on high-growth technology assets and frameworks for their assessment across asset classes.

2023 marked a pivotal milestone for the firm following my move to NY early in the year to grow our US presence. The pace and dynamism of the city and the incredible connections I have built over the last year have brought me much joy. Despite a (very) challenging market environment, we are proud to have reached new milestones and continued strong growth in revenues and team members. And now, onto 2024!

If 2023 was a year of transition, 2024 will be the year of truth in which investors will complete deals with valuations that would have adjusted (perhaps not completely) to the new market environment. This will be a year of Exits as both Venture Capital and Private Equity investors…