View from Seed

DECEMBER 11, 2019

Building a venture capital firm isn’t about continuing to scale talent aggregation over time like most businesses, rather it’s about having a consistent right amount of talent and scaling AUM over time. There are Managing Directors, Senior Partners, and various other levels & shades of the Partner title. Title subtleties.

Venture Capital 204

Venture Capital Cap Table Partner LP 204

Hunter Walker

AUGUST 8, 2023

Obvious caveats to my POV here, most specifically: exposure is limited to largely the US/SiliconValley ecosystem, driven by our own portfolio, my friends and co-investors, the funds I’m a LP in, and our institutional LP relationships. Valuations. Fund Sizes Got Too Big. Firms raised too much money.

Portfolio 118

Portfolio Cap Table LP Valuation 118

David Teten

MARCH 2, 2013

He surmises that LPs aren’t buying the argument that large funds don’t perform. Beyond the fact that LP capital commitments don’t prove anything about returns, however, large funds are likely much more resilient to a few bad years than small funds are. But why would any LP ever drop out of such a fund?

LP 114

LP Securities and Exchange Commission Silicon Valley Venture Capital 114

VC Cafe

JULY 6, 2010

Looking at the aggregated list gives a quick sense of what funds are actively making investments. Given that Sequoia is also invested in Kenshoo for SEM campaign management, we can help but wonder if the fund is doubling down on advertising management solutions? Ziegler Meditech Equity Partners, LP Buyer Funds: 7.97.

Israel 98

Israel Private Equity Venture Capital Equity 98

VC Cafe

JULY 6, 2010

Looking at the aggregated list gives a quick sense of what funds are actively making investments. Given that Sequoia is also invested in Kenshoo for SEM campaign management, we can help but wonder if the fund is doubling down on advertising management solutions? Ziegler Meditech Equity Partners, LP Buyer Funds: 7.97.

Israel 98

Israel Private Equity Venture Capital Equity 98

YoungUpstarts

OCTOBER 23, 2017

by Joe Duncan, founder of Duncan Capital LP. Here digital intercepts of consumer activities are aggregated into large data sets, analysed, and assessed versus market expectations. Morgan Stanley predicts that Robo Advisors will manage $6.5 Due to its success, today that program (AHL Dimension) manages $5.1

Technical Review 154

Technical Review Artificial Inteligence Software Review IPO 154

Both Sides of the Table

JUNE 29, 2011

It’s as though we forgot the management mantra of the 90′s about “core competencies&# or the most common VC advice to entrepreneurs: Focus. The LP Community Hasn’t Yet Caught Up. Many LPs want to write checks of $10 million or $25 million because they themselves have billions of dollars to manage.

Venture Capital 296

Venture Capital Software LP Early Stage 296

Start Up Blog

APRIL 29, 2013

Like most politically important information, consumers will eventually get to be in control of their own aggregated data. Residents are collaborating to start, finance and manage public works projects and proving they can bootstrap a better job themselves. The final question is what happens to our data when we die?

Uruguay 123

Uruguay Technical Review Vertical Las Vegas 123

abovethecrowd.com

APRIL 20, 2016

Many have noted that the aggregate shareholder value created by all of the Unicorns will vastly overshadow the losses from the inevitable failed unicorns. These mutual funds “mark-to-market” every day, and fund managers are compensated periodically on this performance. If you over-fund the industry, aggregate returns fall.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Agile VC

NOVEMBER 13, 2012

For those who aren’t familiar, Mobius was a VC fund with offices in Silicon Valley and Boulder CO and at it’s peak Mobius had $2B+ under management. a VC fund’s entire portfolio in aggregate, net of management fees and carried interest) a good return from an LP’s perspective would be 2.5-3.0x

LP 154

LP Portfolio Venture Capital IRR 154

Startup Lessons Learned

MAY 4, 2021

It kind of aggregates technology content, I suppose. I was writing some software, I was doing some product management stuff. And all the security and backups were being kind of managed by this company. Due to their bylaws and LP agreements and things, they can only hold public securities, like in the traditional sense.

IPO 113

IPO Cofounder Technical Review Government 113

VC Adventure

JANUARY 24, 2025

At one end of the barbell would be essentially asset managers (asset aggregators) and at the other, smaller firms that were more in the mold of what we historically thought of as venture. In the 2013 post, I highlighted a few firms that were clearly on their way to the asset management side of the venture barbell.

Aggregator 56

Aggregator LP Cap Table Venture Capital 56

Both Sides of the Table

MARCH 6, 2017

So LPs are looking for a combination of “established top tier” and “new managers with differentiation.” Chang Xu for her tireless effort in helping me prepare and analyze the data) If you met with LPs to raise a fund in 2009–2012 the most common refrain was, “We have too many managers and too many dollars in venture.

LP 286

LP Silicon Valley Venture Capital Startup 286