Jason M. Lemkin expects a wave of IPOs in 2025 after a six-month delay from his original H2 2024 forecast. Companies need 16 to 18 quarters of runway and their CFOs are still managing the numbers, so most won't be ready until next year.
So moving up from the company specific, do you stand by your position that the H2 2024 is when everyone goes it, we're going out.
Listen, these things are fluid, right? I felt pretty confident about the vibe check when we did it. If I had to give it honest answer today, I think, I say, I think it's going to happen, but it's going to be shifted six months. So I think it's going to happen in 2025 because it's getting late. It's already January, right? So if you're going to go public this year, you've already kicked it off, right? It doesn't mean you filed like a service titan allegedly has. But you've got the CFO in place, you've managed, you've managed the numbers and you got to be looking, you know, 16, 18 quarters ahead to go public. And so I don't know that folks have come back from the New Year's Eve parties and are and are and are all ready to go public in the second half. So I logically, it has to happen, but it may be, it may be shifted six months.
