Thesis - Goodwater

Contact Us

240 Lorton Ave
Burlingame, CA 94010

Email Us

info@goodwatercap.com

Career Opportunities

Chime-Hero-Image-2_bright_16_9

Understanding Chime’s IPO: The Largest Neobank in the US

Chime IPO | S-1 Breakdown

A Good Retention Rate

Untitled design (1)

$1 Billion to Fund Radically Better Solutions to Humanity’s Most Pressing Needs

Goodwater V Fund Announcement

Understanding DoorDash: Dashing to an IPO

DoorDash IPO | S-1 Breakdown

andrea-davis-IWfe63thJxk-unsplash

Understanding Airbnb: Navigating a COVID-19 Disrupted Industry

Airbnb IPO | S-1 Breakdown

Untitled design (7)

Understanding Uber: Innovation in Motion

Uber IPO | S-1 Breakdown

Understanding Pinterest: Pin It to Win It

Pinterest IPO | S-1 Breakdown

Understanding Lyft: Driving the Evolution of Transportation

Lyft IPO | S-1 Breakdown

Understanding Spotify: Making Music Through Innovation

Spotify IPO | S-1 Breakdown

Understanding Instacart: Serving The Best Grocery Customers In the Industry

Instacart IPO | S-1 Breakdown

Understanding Dropbox: Consumerizing the Cloud

Dropbox IPO | S-1 Breakdown

Snap One Year Later: Will It Snap Back?

Snap Retrospective

Untitled design (6)

Understanding Coupang: Setting a New Bar for E-commerce

Coupang IPO | S-1 Breakdown

Understanding Stitch Fix: Finding the Perfect Fit

Stitch Fix | S-1 Breakdown

Untitled design (65)

Understanding Redfin: Next Gen Real Estate Brokerage

Redfin IPO | S-1 Breakdown

Understanding Blue Apron: Feast or Famine?

Blue Apron | S-1 Breakdown

Understanding Snapchat – The Next Facebook or Another Twitter?

Snap IPO | S-1 Breakdown

Understanding Wish: Reaching Underserved Consumers

Wish IPO | S-1 Breakdown

Masterclass

Gamification & Network Effects

by Coddy Johnson & Scott Shiao, Operating Partner & Principal @ Goodwater Capital