All autopsies

// STARTUP COMPARISON

Canva (early near-death) vs Hopin

Canva (early near-death) failed in 2013 due to Ran Out of Money. Hopin failed in 2023 due to Bad Timing. Different causes, different sectors, different eras — but the same simulation outcome.

METRIC🔥 Canva (early near-death)🔥 Hopin
SectorSaaSSaaS
CountryAustraliaUSA
Founded20122019
Died20132023
Raised$3M (seed)$1B
Peak$40B valuation (2021)$7.75B valuation
Primary CauseRan Out of MoneyBad Timing

// WHY EACH FAILED

🔥 Canva (early near-death)
Ran Out of Money
Canva, now one of the world's most valuable SaaS companies at $40B, nearly shut down in 2013 after Melanie Perkins received over 100 investor rejections. The company had $3M in seed funding but could not raise a Series A for months. Key hires were contingent on funding. Canva survived because Perkins refused to give up and eventually secured investment through a connection at a Silicon Valley event. The near-death experience defined Canva's capital efficiency culture.
// LESSON
The near-death experience is part of almost every great company's origin. What separates survivors from failures is not talent or idea quality — it is founder persistence past the point where rational actors would have quit.
🔥 Hopin
Bad Timing
Hopin, a virtual events platform, raised $1B and reached $7.75B valuation during COVID when all events moved online. When in-person events returned in 2022, Hopin's core use case evaporated. The company sold its Events product to RingCentral in 2023 for approximately $15M — a 99.8% value destruction from its $7.75B peak. The founding CEO had already stepped down.
// LESSON
COVID-only use cases have COVID-only valuations. Hopin's $7.75B was pricing in a world where in-person events never returned. When building during a macro event, model the post-event scenario before setting valuation. A product that only works during a pandemic has a pandemic-length runway.

// EXPLORE FURTHER