Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Trace_Cohen Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::13955342.png) Trace Cohen [@Trace_Cohen](/creator/twitter/Trace_Cohen) on x 20.2K followers
Created: 2025-07-24 17:28:34 UTC

I analyzed all of @ArfurRock tweets on XX startups (GPT below) because I'm a data junky and startup nerd...

πŸ“Š Fundraising Stats
- Total disclosed funding: $2.0B+
- Average funding round size: $83.6M
- Median funding round size: $25M
- Largest round: Cursor $900M
- Smallest round: FlyFlat $3M seed
- Most common stage: Series A/B, with a few standout Seeds & Series Cs

πŸ’Έ Revenue & ARR
- Average ARR: $73.2M
- Median ARR: $14.5M
- Highest ARR: Cursor at $500M+
- Most profitable bootstrapped company: Finch (~$4M/mo, declined VC offers)
- ARR per funding dollar ratio is often favorable for capital-efficient companies like Halter, Nelo, or Pagaleve

πŸ“ˆ Growth Insights
-XX% of companies growing 3x+ YoY
Examples:
FlyFlat 4x YoY, $17M ARR
Pagaleve 7x YoY, profitable
Fireworks AI 20x YoY, $130M ARR
Finch best-in-class D30 retention, bootstrapped

🧠 Sector Trends
- AI-first startups dominate: Cursor, Fireworks, Crescendo, Valence, Cognition, Datacurve
- Fintech still hot if profitable: Pagaleve, Nelo, Flex, Finch
- Return of profitable CPGs: The Collagen Co bootstrapped to $45M+
- GovTech, Bio, and Infra (NewLimit, EnduroSat, Axiom) show institutional interest

🌱 Bootstrapping Isn’t Dead
- Finch: $48M ARR, XXX% bootstrapped
- The Collagen Co: $45M est. revenue, $5M EBITDA

πŸ”Ž Valuation Uplifts & Notables
- NewLimit: Raised Series B at $800M, now raising at $1.5B+
- Cursor: Round jumped from $600M to $900M in weeks
- Wander: $10M net on $40M GMV, raising $30M Series B

Still working on it but here is screenshot for now :)

![](https://pbs.twimg.com/media/Gwo5QmQXwAAuthp.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948435148477006187/c:line.svg)

**Related Topics**
[$3m](/topic/$3m)
[$900m](/topic/$900m)
[$25m](/topic/$25m)
[$836m](/topic/$836m)
[$20b](/topic/$20b)

[Post Link](https://x.com/Trace_Cohen/status/1948435148477006187)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Trace_Cohen Avatar Trace Cohen @Trace_Cohen on x 20.2K followers Created: 2025-07-24 17:28:34 UTC

I analyzed all of @ArfurRock tweets on XX startups (GPT below) because I'm a data junky and startup nerd...

πŸ“Š Fundraising Stats

  • Total disclosed funding: $2.0B+
  • Average funding round size: $83.6M
  • Median funding round size: $25M
  • Largest round: Cursor $900M
  • Smallest round: FlyFlat $3M seed
  • Most common stage: Series A/B, with a few standout Seeds & Series Cs

πŸ’Έ Revenue & ARR

  • Average ARR: $73.2M
  • Median ARR: $14.5M
  • Highest ARR: Cursor at $500M+
  • Most profitable bootstrapped company: Finch (~$4M/mo, declined VC offers)
  • ARR per funding dollar ratio is often favorable for capital-efficient companies like Halter, Nelo, or Pagaleve

πŸ“ˆ Growth Insights -XX% of companies growing 3x+ YoY Examples: FlyFlat 4x YoY, $17M ARR Pagaleve 7x YoY, profitable Fireworks AI 20x YoY, $130M ARR Finch best-in-class D30 retention, bootstrapped

🧠 Sector Trends

  • AI-first startups dominate: Cursor, Fireworks, Crescendo, Valence, Cognition, Datacurve
  • Fintech still hot if profitable: Pagaleve, Nelo, Flex, Finch
  • Return of profitable CPGs: The Collagen Co bootstrapped to $45M+
  • GovTech, Bio, and Infra (NewLimit, EnduroSat, Axiom) show institutional interest

🌱 Bootstrapping Isn’t Dead

  • Finch: $48M ARR, XXX% bootstrapped
  • The Collagen Co: $45M est. revenue, $5M EBITDA

πŸ”Ž Valuation Uplifts & Notables

  • NewLimit: Raised Series B at $800M, now raising at $1.5B+
  • Cursor: Round jumped from $600M to $900M in weeks
  • Wander: $10M net on $40M GMV, raising $30M Series B

Still working on it but here is screenshot for now :)

XXXXXX engagements

Engagements Line Chart

Related Topics $3m $900m $25m $836m $20b

Post Link

post/tweet::1948435148477006187
/post/tweet::1948435148477006187