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In that handbook, our goal was to aggregate all the amazing content out there. At Version One, we are more inclined to invest in businesses where the services are as commoditized as products so there isn’t supplier preference nor disintermediation. We purposely kept the tone factual rather than prescriptive. B2B marketplaces.
“We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. And for a while that worked pretty well. They are: Scale. Margin Dynamics.
“We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. ” And for a while that worked pretty well. Performance.
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