Insights & Research
Perspectives from our investment team on growth-stage strategy, global expansion, enterprise SaaS metrics, product-led growth, and the dynamics of scaling technology companies from Series A to IPO.
Scaling from Series A to IPO Latest
The journey from Series A to public markets is the defining chapter of a growth-stage company. This deep dive explores the operational, financial, and strategic transformations required at each funding milestone — from building repeatable revenue at Series B to the governance and compliance infrastructure needed for IPO readiness.
Read article ’The Global Expansion Playbook
How growth-stage companies build winning internationalisation strategies — from Uber's city-by-city blitz to Airbnb's community-first localisation. A practical framework covering market sequencing, regulatory navigation, local talent acquisition, and the metrics that determine whether expansion is creating or destroying value.
Read article ’Enterprise SaaS Growth Metrics: What Actually Matters
MRR growth, NDR, CAC payback, magic number, Rule of 40 — enterprise SaaS has a rich vocabulary of metrics. But which metrics matter most at the growth stage, and how should they be interpreted in context? A framework for founders and investors evaluating the true health of an enterprise SaaS business.
Read article ’Product-Led Growth at Scale: How the Playbook Evolves After Product-Market Fit
PLG is celebrated as the modern go-to-market strategy — but what happens when a PLG company reaches Series B, C, and beyond? Examining how Slack (IPO $23B), Zoom, Dropbox, and Figma ($20B) each evolved their product-led motion into a durable enterprise revenue engine, and the frameworks for navigating the PLG-to-enterprise transition.
Read article ’Growth-Stage Board Dynamics: Building the Investor–Founder Partnership That Scales
The board of directors is one of the most consequential and most misunderstood governance structures in venture-backed company building. Drawing on lessons from Wiz ($1B Series D), Notion ($275M Series C), Airtable ($735M Series F), and our own portfolio, a practical framework for founders and investors building high-trust, high-functioning boards at the growth stage.
Read article ’Portfolio Spotlight: UrbanGrid and the Smart City Revolution
Malanta Ltd examines UrbanGrid's trajectory from university spin-out to smart city infrastructure leader. What drives our conviction and what the company tells us about the distributed energy opportunity.
Read articleThe Global Opportunity: Building a Cross-Border Portfolio Strategy
Alexander Hartmann, Managing Partner at Malanta Ltd, sets out a framework for international growth-stage portfolio construction in an era of rising geopolitical complexity.
Read articleLightspeed and Malanta Partner to Back Luminary Health's $28M Round
Malanta Ltd and Lightspeed Venture Partners jointly lead the $28M Series A financing for Luminary Health, the digital health platform serving emerging markets across Africa and Southeast Asia.
Read articleWhy We're Betting on the Future of Digital Health in Emerging Markets
Malanta Ltd sets out its investment thesis for digital health in Sub-Saharan Africa and Southeast Asia. The structural dynamics, what we look for in teams, and our conviction.
Read articleMalanta Ltd Co-Leads $45M Series B Investment in NexaFlow
Malanta Ltd announces co-investment in NexaFlow Series B. AI-powered supply chain platform raises $45M to accelerate global expansion.
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