David Teten

DECEMBER 3, 2019

In liquid markets, most of the calories expended on technology and analytics are focused on trade selection, or “ origination ”. I use another live Google doc to maintain my database of companies I’m marketing to other VCs. 2) Market . Many tools designed for B2B marketing in general are also relevant to investors.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

David Teten

SEPTEMBER 23, 2017

The extreme example of this are algorithmic investors in the public markets, who design algorithms which trade on the designer’s behalf, as opposed to making trading decisions directly. High-frequency trading, algorithmic by its nature, is estimated to account for at least 50% of US equity markets trading volume. . 1) Market fund.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

VC Adventure

AUGUST 15, 2018

As is true today, there was a requirement that options be priced at or above the “fair market value” of the underlying stock (otherwise there would be tax consequences to the optionee and sometimes to the company as well).

Valuation 48

Valuation Common Stock Cap Table Software Review 48

David Teten

DECEMBER 12, 2017

First, we asked VCs about their motivations for improving their technology stack (multiple replies were possible in all questions): What tools do VCs use to market their fund? Creating content and sending it out via newsletters has been one of the most popular ways for VC funds to market themselves.

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

View from Seed

DECEMBER 11, 2019

However, as we’ve seen from recent salient stories , these can be ephemeral and don’t end up mattering in the end… they’re really just approximations based on the market for buying a piece of a company’s cap table, not buying the whole thing or making it public. VC performance signal-to-noise-ratio is low.

Venture Capital 204

Venture Capital Cap Table Partner LP 204

Hunter Walker

AUGUST 8, 2023

At the time, this is last quarter and the stock market has trended upwards nicely since then (a potential leading indicator of private tech valuations), we all agreed venture portfolios were probably still 25-40% overvalued. Soft Acquisition Market. Valuations. Whatever gets reported is just the tip of the iceberg.

Portfolio 118

Portfolio Cap Table LP Valuation 118

abovethecrowd.com

APRIL 20, 2016

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. Many have noted that the aggregate shareholder value created by all of the Unicorns will vastly overshadow the losses from the inevitable failed unicorns. With the public markets down, these groups began writing down Unicorn valuations.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40