Both Sides of the Table

JUNE 27, 2021

When you’ve been playing the game a bit longer or when you have responsibilities at the fund level you start thinking more about “portfolio construction.” So if you truly want to be great at investing you need all the right skills and access AND a diversified portfolio. You’re thinking about one bullet at a time.

Bankruptcy 294

Bankruptcy Bridge Financing Portfolio Angel Investor 294

Version One Ventures

JUNE 16, 2020

We recently wrote that B2B marketplaces need to nail four things : aggregate product catalogs, automate procurement processes, increase trust/social proof, and integrate with key services in the ecosystem. DemandStar is on a great path toward executing against all four of these opportunities. .

Government 125

Government Seattle Software Review Aggregator 125

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. If you have one, please contact me. 7) Negotiate .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

VC Cafe

MARCH 1, 2024

I’ve recently come across several of such lists and I thought it could be useful to aggregate them and share them here. Bitcoin Allocation – Growing the role of bitcoin in investment portfolios. Reusable Rockets – Satellite connectivity revenues could exceed $130bn per year in 2030.

Artificial Inteligence 177

Artificial Inteligence Technical Review Software Review Generative AI 177

Startup Professionals Musings

SEPTEMBER 24, 2012

With all these considerations, I recommend the following steps and considerations for investors newly interested in startups: Build a balanced investment portfolio. These may be aggregated by an Angel group up to about $1M for an Angel round. But these requirements go away with the new Crowdfunding JOBS Act just passed into law.

Portfolio 228

Portfolio Accredited Investor Liquidity Event SEC 228

Both Sides of the Table

JUNE 18, 2015

There’s too much PR and too many tech blogs and too many newsletters and aggregators and Twitter summarizers to even try to catch everything that’s going on and equally there’s so much noise that it becomes harder to be heard. I can’t do every deal. I can’t add value in each situation.

Software Review 150

Software Review Turkey Portfolio Syndication 150

Both Sides of the Table

MARCH 22, 2012

I’m talking in aggregate. Usually it’s on behalf of a portfolio company. My belief – unless you know the VC really well (you’re a portfolio company of theirs, for example) I’d always ask for permission first. Lately I’ve seen some friends and colleagues go nuts with intros. I do this often.

Email 359

Email Portfolio Technical Review Aggregator 359

David Teten

JULY 14, 2014

The most pervasive has been the expansion of passively managed portfolios, such as index funds and ETFs, which allow both retail and institutional investors access to a broad spectrum of investment opportunities at a much lower cost. How are investors thinking and protecting against volatility in their portfolios?

Management 114

Management Portfolio Institutional Investors Government 114

Agile VC

OCTOBER 23, 2012

They matter in the sense that GPs only earn carried interest if they generate absolute gains on their portfolio, regardless of how their fund does relative to other VC funds or even other asset classes. Even if you’re top decile for your vintage year (e.g. 3.0x+ cash on cash) is profitable.

LP 176

LP Accredited Investor Carried Interest Portfolio 176

YoungUpstarts

OCTOBER 23, 2017

Here digital intercepts of consumer activities are aggregated into large data sets, analysed, and assessed versus market expectations. PC and mobile interfaces dynamically display portfolio valuations and exposures, along with system-generated investment recommendations tailored to a specific client’s financial goals and risk appetite.

Technical Review 154

Technical Review Artificial Inteligence Software Review IPO 154

David Teten

SEPTEMBER 23, 2017

Advances in machine learning, specifically natural language processing, have made generating these baseline, aggregate datasets possible, at scale, with high accuracy. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. 8) Accelerate portfolio company value. 9% (1 / 12).

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

JUNE 14, 2011

Although any given early-stage company is quite risky, when aggregated across a large portfolio, returns are very attractive. As part of my new role, my mandate is to continue the institutionalization of the Firm, accelerate the growth of our portfolio companies, and look for great entrepreneurs and companies with which we can work.

Venture Capital 122

Venture Capital Technical Review Early Stage Portfolio 122

This is going to be BIG.

FEBRUARY 27, 2023

That’s what every VC is telling their portfolio companies these days. In other words, they’re telling companies that, in order to get next round funding, they’re somehow supposed to stay the same fast growers they were before the tech downturn, but just do that longer and get to higher aggregate revenue and performance numbers.

Lean 166

Lean Aggregator Portfolio Revenue 166

Startup Professionals Musings

JUNE 6, 2022

With all these considerations, I recommend the following steps and strategies for any investors newly interested in startups: Build a balanced investment portfolio. These may be aggregated by an angel group up to about $1M for an angel round. Begin with perhaps 5-10 percent of your total investment base, and be prepared to lose it all.

Liquidity Event 300

Liquidity Event Angel Investor SEC Accredited Investor 300

Version One Ventures

MAY 28, 2020

Here are two examples from e-commerce use cases – both are V1 portfolio companies: Shippo : developers can use this API to connect businesses to shipping carriers. First, you can aggregate the supply especially in antiquated industries where a lot of infrastructure needs to be built for the API-as-a-marketplace.

API 207

API Aggregator B2B Demand 207

View from Seed

MAY 11, 2016

A few years ago, a friend of mine who was coming off an EIR gig at a well-known venture fund in Boston ended up joining one of my portfolio companies part-time as a technical advisor / interim CTO. Repeat founders are often excited to “get the band back together” or aggregate talent.

Founder 159

Founder Cofounder CTO Hire Early Stage 159

Version One Ventures

NOVEMBER 29, 2021

are products that aggregate data. One example is our portfolio company Defined that is aggregating data on tokens across different exchanges and blockchains. . We are also seeing a bunch of start-ups that are trying to rebuild social platforms in Web 3.0, such as BitClout. And another approach to discovery in Web 3.0

Web 96

Web Aggregator Early Stage Portfolio 96

Startup Lessons Learned

AUGUST 11, 2024

By comparing what the authors call “separate” versus “common” (ie, institutional) ownership, it looks at the ways in which “common owners indirectly, and perhaps unintentionally, exert market power by delegating control rights to other shareholders through the broad implementation of “strong” governance structures across their portfolio firms.”

Government 60

Government Aggregator Portfolio Demand 60

The Startup Magazine

NOVEMBER 17, 2021

While end-to-end IR solutions aggregate all your data in one place, a siloed approach separates each process into a distinct tool, isolating analytics from reporting, targeting, and surveillance. Unfortunately, many investors interested in adding ESG funds to their portfolios report concerns over the credibility of ESG reporting.

Government 144

Government Aggregator IPO Portfolio 144

The Startup Magazine

MARCH 1, 2021

By interconnecting the design, procurement, and construction process into a single software platform, we provide customers with an “aggregated source of truth” for their projects delivering a unified offering to them that streamlines the entire process.

Technical Review 110

Technical Review Founder Saudi Arabia Cofounder 110

David Teten

DECEMBER 12, 2017

We believe this way we can extrapolate insights for our particular business model (portfolio operator VC fund) previously missed out.”. We make heavy use of Slack both internally and with our portfolio company founders for messaging and task progression. How can accelerating portfolio company value be aided by use of software?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

The Equity Kicker

MAY 20, 2013

Companies are aggregating global audiences and selling direct making new product categories viable which wouldn’t have worked when national distribution limited customers to single countries – companies which build communities around their interest area are particularly powerful in this regard – e.g.

Open Source 102

Open Source Venture Capital Software Review Aggregator 102

Duct Tape Marketing

MARCH 24, 2022

And to your question specifically, once you start to say, okay, well, where am I in my, I roll on the S curve overall, everything that's required of me, but it very much is a portfolio of curves that you are going to have a number of different curves that you're on within your work. So you're putting together that portfolio.

Leadership 91

Leadership Technical Review Fractional CTO Utah 91

YoungUpstarts

OCTOBER 28, 2015

Patent trolls purchase portfolios containing patents and sue companies for infringing them. Although the data is public, the startup may not have been able to manually aggregate that data on its own, or the owner of the website may expressly prohibit use of the data outside of the services the owner offers. Patent Trolls.

Convertible Security 100

Convertible Security IP Technical Review Software Review 100

Both Sides of the Table

MARCH 12, 2016

And they also are great for sports events (I watch the Eagles pregame videos from fans aggregated in one place, for example). We’ve seen portfolio companies like GumGum become enormous by riding this trend. Authenticity / Endemic. Ultimately advertisers want to be remembered and to do that they need to stand out.

Advertising 150

Advertising Iowa Campaign DC 150

Duct Tape Marketing

AUGUST 18, 2022

And to your question specifically, once you start to say, okay, well, where am I in my role on the S curve overall, everything that's required of me, but it very much is a portfolio of curves that you are going to have a number of different curves that you're on within your work. So you're putting together that portfolio.

Leadership 88

Leadership Utah Portfolio Technical Review 88

Austin Startup

MARCH 15, 2017

Over the past several weeks, I have been rolling out a series of Spotlights on the Lontra Ventures portfolio. Transformations, aggregations and joins at massive scale is where BlazingDB wins! BlazingDB is the third in this series, after RackN and Appbase. By now, a few trends are emerging.

Peru 58

Peru Fractional CTO Artificial Inteligence Database 58

Cracking the Code

JANUARY 25, 2021

Israel produced three public cloud companies - Wix, Jfrog and Varonis - representing an aggregated market cap of more than $25b, c. Primetime for Israel’s Cloud ecosystem Melio’s meteoric journey is one more proof point that the Israeli Cloud ecosystem is at its prime.

Israel 62

Israel B2B Cloud Europe 62

Lightspeed Venture Partners

DECEMBER 8, 2010

The aggregation of such high-intent traffic is what makes Google a formidable force on the Internet. A Lightspeed Portfolio company. Social Media based Discovery Traffic Breaks Out. In the traditional marketing parlance, Google directed web traffic represents bottom-of-the-funnel users who are ready to take an action now.

Internet 114

Internet Media Social Media Advertising 114

VC Adventure

AUGUST 15, 2018

It was a benefit to employees and a slight value transfer from equity holders to option holders (generally speaking in M&A transactions the value of the aggregate option exercise ends up allocated across the rest of the cap table). I thought it would be worth taking a look at the data across the Foundry portfolio.

Valuation 48

Valuation Common Stock Cap Table Software Review 48

David Teten

FEBRUARY 26, 2012

The company aggregates a tremendous amount of medical news and research and personalizes it into a user friendly experience. Lakewood-Amedex ( www.lakewoodamedex.com ) is a development stage biopharmaceutical company that is developing a diverse portfolio of broad-spectrum anti-bacterials, anti-virals, and targeted therapeutics.

Technical Review 128

Technical Review New York Accredited Investor IP 128

Startup Professionals Musings

SEPTEMBER 6, 2019

With all these considerations, I recommend the following steps and strategies for any investors newly interested in startups: Build a balanced investment portfolio. These may be aggregated by an angel group up to about $1M for an angel round. Begin with perhaps 5-10 percent of your total investment base, and be prepared to lose it all.

Liquidity Event 224

Liquidity Event SEC Entrepreneur Accredited Investor 224

The Startup Magazine

JULY 26, 2021

Working directly with a manufacturer or wholesaler means that you’re hiring a business partner to develop your store’s product portfolio. Work Directly With A Manufacturer Or Wholesaler . On the other hand, drop shipping commonly gives a lower profit margin, so bear in mind that you’ll need to sell many products before making a good profit.

Product 157

Product Aggregator Hiring Audience 157

SVPG

JUNE 16, 2012

I have literally hundreds that I've aggregated and curated. I also have favorite quotes around portfolio management, product development, process, optimization, roles and leadership. Very hard for me to pick just ten. And my favorites change over time and depending on the company.

Silicon Valley 69

Silicon Valley Aggregator Curation Agile 69

Gust

APRIL 30, 2014

Having now invested in over 85 startups, and finding that my personal metrics are very similar to aggregated industry ones, it is clear that (a) there is little to no correlation between my home runs and my personal favorites, and (b) angel investing done correctly really *can* produce a consistent IRR in the 25%-30% range.

Angel Investor 148

Angel Investor IRR Due Diligence Aggregator 148

View from Seed

DECEMBER 11, 2019

But even at the Partner-level, the amount of transition in Venture Capital is much more than you perhaps would expect… especially in a business which should have a long term orientation with portfolio investment-hold periods and Partnerships lasting more than a decade. So why is there so much turnover in Venture Capital?

Venture Capital 204

Venture Capital Cap Table Partner LP 204

Both Sides of the Table

APRIL 4, 2011

One of the things I discuss the most with the portfolio companies I’m involved with is that “you manage what you measure.”. How many social networks, picture sharing sites, new aggregators or blogs can we really spend time on? You Manage What you Measure. Sure, but will they still be using it in a year? In 6 months? In 3 months?

Metrics 346

Metrics Startup Acquisition SEM 346