David Teten

AUGUST 19, 2019

So you’re interested in raising capital from a Revenue-Based Investor VC. A new wave of Revenue-Based Investors (“RBI”) are emerging. For background, see Revenue-Based Investing: A New Option for Founders who Care About Control. Investment Criteria: B2B SaaS or tech-enabled services with proven, recurring contracts.

Revenue 60

Revenue Technical Review Software Review Equity 60

David Teten

DECEMBER 3, 2019

Many tools designed for B2B marketing in general are also relevant to investors. I previously posted a detailed presentation with sales technology tools useful for B2B sales. 645 Ventures released a cap table simulator to help level the playing field. It sounds simple; however, very few asset managers actually do it.”

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

David Teten

SEPTEMBER 23, 2017

Many tools designed for B2B marketing in general are also relevant to investors. I previously posted a detailed presentation with sales technology tools useful for B2B sales. EShares is an increasingly popular tool in our portfolio for tracking private company cap tables. 1) Market fund.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

View from Seed

OCTOBER 11, 2022

I’ve spent over a decade investing in consumer and B2B companies that do things like expand access to reproductive care and childcare , support the circular economy , enable more seamless payments for small businesses and individuals, rethink mindfulness for the modern world , and champion learners from the classroom to the metaverse.

North America 156

North America San Francisco Cap Table Cofounder 156

David Teten

NOVEMBER 14, 2019

I wrote recently about Should you raise venture capital from a traditional equity VC or a Revenue-Based Investing VC? Since then, I’ve talked with a number of other firms, and greatly expanded my database: Who are the major Revenue-Based (RBI) Investing VCs? Revenue-based investing VC. Venture debt.

SBIC 60

SBIC SBA Cap Table Database 60

abovethecrowd.com

JUNE 2, 2021

These are the parties on the cap table prior to the transaction. He then argues Squarespace, as a result of choosing a Direct Listing, ended up with a valuation multiple of 6.7X, which he says compares unfavorably to its public peer $WIX (which has an 8X forward revenue multiple). The others are all B2B companies.

IPO 82

IPO Customer Matching Silicon Valley 82

David Teten

MARCH 18, 2021

“Tech” means B2B Saas/Fintech or Consumer apps. Thirty-four VC firms in OpenVC call themselves “early-stage” Yet, 30% of those don’t actually invest in pre-revenue startups. For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78