Which startups in Naval Ravikant's portfolio are documented in UnicornBurn?

Naval Ravikant has 13 portfolio companies documented in UnicornBurn, including Wanelo, Opendoor, Opendoor (2021 peak).

What is the most common failure cause in Naval Ravikant's documented portfolio?

The most frequent failure cause is "competition", recorded in 5 of 13 documented cases.

¿En qué startups del dataset de UnicornBurn aparece Naval Ravikant?

Naval Ravikant tiene 13 empresas documentadas en UnicornBurn, incluyendo Wanelo, Opendoor, Opendoor (2021 peak).

¿Cuál es la causa de fracaso más frecuente en las empresas del portfolio de Naval Ravikant?

La causa más frecuente es "competition", registrada en 5 de 13 casos documentados.

Naval Ravikant — portfolio autopsies

Naval Ravikant has 13 portfolio companies documented in the UnicornBurn autopsy dataset with verified collapse causes and timelines. Most frequent failure cause: "competition".

documented

Venture Capital

type

Unknown

country

Seed · Pre-Seed · Serie A

stages

// dominant patterns

Top failure cause

competition

5/13 cases

Collapse pattern

Slow Death

Top sector

ecommerce

// 13 documented companies

Wanelo

✓ Verified

ecommerceUSA

Social product discovery for 11M users — Instagram Shopping and Pinterest Shopping provided native product tagging that eliminated the need for a separate social shopping app

Slow Death

Opendoor

✓ Verified

proptechUSA

iBuyer pioneer that went public at $18B via SPAC and saw its stock fall 97% as rate hikes destroyed the model.

Mass Layoff Spiral

Opendoor (2021 peak)

✓ Verified

proptechUSA

The iBuying startup that held $10B in homes when mortgage rates doubled

Slow Death

Wish (ContextLogic)

✓ Verified

ecommerceUSA2024

Amazon for the price-sensitive: $1 items shipped free, no questions asked

Fire Sale

Wish

✓ Verified

ecommerceUSA2024

Discount marketplace IPO'd at $14B then sold for $173M three years later

Slow Death

Udemy

✓ Verified

edtechUSA2023

The online course marketplace that couldn't turn 60,000 courses into profits

Slow Death

Opendoor (2022 crisis)

✓ Verified

proptechUSA2022

iBuying pioneer. Fed rate rises doubled mortgage rates. Opendoor lost $1B in a quarter.

Silent Shutdown

Postmates

✓ Verified

foodtechUSA2021

The on-demand delivery pioneer swallowed by the capital war it helped start.

Acqui-hire

Zaarly

✓ Verified

marketplaceUSA2020

Silent Shutdown

Wanelo

✓ Verified

ecommerceUSA2019

A social shopping feed of 30M products that could not convert browsing into buying

Silent Shutdown

Shyp

✓ Verified

ecommerceUSA2018

The on-demand shipping service that forgot shipping companies exist — and subsidized every box.

Silent Shutdown

Optimizely

✓ Verified

saasUSA2017

A/B testing pioneer sold for a fraction of its valuation after free tools ate the market

Fire Sale

Stipple

✓ Verified

mediaUSA2014

Shoppable photos before Pinterest Shopping — the right idea with no platform to live on

Sudden Collapse

// faq

Which startups in Naval Ravikant's portfolio are documented in UnicornBurn?: Naval Ravikant has 13 portfolio companies documented in UnicornBurn, including Wanelo, Opendoor, Opendoor (2021 peak).
What is the most common failure cause in Naval Ravikant's documented portfolio?: The most frequent failure cause is "competition", recorded in 5 of 13 documented cases.
What collapse pattern dominates Naval Ravikant's documented failures?: The predominant collapse pattern is "Slow Death". UnicornBurn documents 9 distinct collapse styles based on sequence and speed of failure.

// for funds & analysts

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// all investors

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