Tiger Global Management — portfolio autopsies

Tiger Global-backed Brazilian ecommerce startup raised $23M and shut down unable to compete with Mercado Livre and Magazine Luiza.

The fitness startup that expanded to meet COVID demand and contracted when the gyms reopened

The design platform that Figma made obsolete

The $3.2B home services marketplace that couldn't solve the offline trust problem

DTC eyewear pioneer that went public at $6B — then discovered retail stores cost as much as the old retail model

FarmVille creator — $10B IPO, Facebook algorithm change destroyed it overnight

India's social fashion pioneer ran out of style before it ran out of road.

Tech-enabled real estate brokerage. Rate rises killed transactions. 800 layoffs.

The FTC blocked Harry's $1.37B acquisition by Edgewell — forcing the brand to compete alone at a scale it wasn't built for

Brazil's first NYSE-listed tech company raised $186M at $484M valuation. Amazon Brazil and Mercado Livre destroyed margins. Acquired by Magazine Luiza for $30M — 94% below IPO price — in 2019.

The Arab world's biggest ecommerce brand swallowed whole by Amazon.

Brazil's Groupon raised $30M from Rocket Internet and Naspers. When the daily deals market globally collapsed, so did Peixe Urbano.

The flash sale home décor unicorn that Bed Bath & Beyond bought for less than its last funding round

The FarmVille empire — built on Facebook, destroyed when Facebook changed its newsfeed algorithm.