Version One Ventures

OCTOBER 1, 2020

As we do at the end of every quarter, we’ve summarized some of the key highlights and activities across our portfolio. . Patch helps businesses of all sizes automate their sustainability goals with just a few lines of code. Announcements. Patch , a platform for negative emissions, officially launched.

Portfolio 94

Portfolio Software Review Cofounder Canada 94

View from Seed

FEBRUARY 24, 2021

Dear Brightly (a NextView portfolio company) provides a telemedicine-powered ecommerce experience for prescription-grade retinoids so consumers no longer need to take time off work to go see a dermatologist for 10 minutes just to obtain a prescription for the serum.

Vertical 156

Vertical Software Review Portfolio Demand 156

View from Seed

JANUARY 24, 2018

When we create new platform initiatives, our team tries to think about how we can be the most impactful with our portfolio companies. Today, we’re thrilled to announce a new program that we hope will help our portfolio companies with two of these bullets. Building a great product. We want to talk to you!

Operations 176

Operations Cofounder Technical Review Angel Investor 176

Steve Blank

AUGUST 31, 2009

Startups don’t fail because they lack a product; they fail because they lack customers and a profitable business model. Look at the Product Development model and you might wonder, “Where are the customers?” customers aren’t buying it, the cost of distribution is too high, etc.) business model.

Customer Development 245

Customer Development Developer Customer Silicon Valley 245

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. It may just be that the message of building companies that have predictable revenue and profit models hasn’t percolated through the VC business model.

Silicon Valley 237

Silicon Valley IPO Technical Review Venture Capital 237

Steve Blank

SEPTEMBER 26, 2018

Google has been investing in a broad healthcare portfolio, Amazon has been investing in pharmacy distribution and Apple…? The other interesting observation: Unlike other medical device companies, Apple’s current Watch business model is not dependent on getting insurers to pay for the watch.

China 67

China Technical Review Software Review Algorithm 67

View from Seed

AUGUST 17, 2021

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio. Part of the reason to do this was just to reconnect after a long time apart.

IRR 205

IRR Dilution Founder Portfolio 205

VC Cafe

OCTOBER 31, 2022

Mature startups with proven business models and the potential to reach the public markets within a few years will be the safest place to park any new venture capital that comes into the ecosystem. The pressure to protect portfolio startups seen as potential fund returners will be profound.

Founder 173

Founder Technical Review Down Round Liquidation Preference 173

Both Sides of the Table

MARCH 25, 2016

dominated by a few very large incumbents who control much of the distribution or are you going into a market that is “fragmented” where nobody controls the industry. In the early days of every business the incumbents tend not to respond because you’re too small and insignificant. Choose that market. Microeconomics.

Startup 150

Startup Seed Money DC Software Review 150

Steve Blank

JUNE 26, 2015

The first, the notion of the “ ambidextrous organization ” from O’Reilly and Tushman , posits that companies that want to do continuous innovation need to execute their core business model while innovating in parallel. Horizon 1 activities support existing business models. Horizon 1 is the company’s core business.

Lean 120

Lean Management Business Model Incubator 120

VC Cafe

MARCH 1, 2024

Eliminating middlemen in healthcare – from using AI to automate repetitive human jobs to exploring new and better business models for providing care. Bitcoin Allocation – Growing the role of bitcoin in investment portfolios. Autonomous Logistics – Global autonomous delivery revenue could reach $900bn by 2030.

Artificial Inteligence 176

Artificial Inteligence Technical Review Software Review Generative AI 176

David Teten

JULY 12, 2013

We’ve listed below some of the more creative ways that we’ve seen our portfolio companies and others attract the media, at zero or trivial cost. Under 30 CEO and Young Entrepreneur profile younger CEOs, while Mixergy allows entrepreneurs to share their experiences at part of an online business education.

PR 114

PR Public Relations Startup Technical Review 114

Up and Running

MAY 15, 2019

These products will be distributed to remote yet extremely viable areas, where the market is appreciative of readily-available, good-quality brew. With this money, they plan to expand its distribution to selected metro areas within the state of Oregon. Initial plans are to produce three main lines of beer. Martin Cove Brewing Company.

Oregon 24

Oregon Jordan Software Review Distribution 24

View from Seed

AUGUST 17, 2021

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio. Part of the reason to do this was just to reconnect after a long time apart.

IRR 156

IRR Dilution Founder Portfolio 156

Hearpreneur

JANUARY 25, 2023

4- Drop-shipping enterprise Photo Credit: Matthew Magnante It's my proposal The drop-shipping business model involves selling things that are transported straight from the supplier to the client. Your business model involves cooking and delivering delicious meals to people at their places of employment or at their homes.

Software Review 127

Software Review Technical Review Artificial Inteligence Entrepreneur 127

BeyondVC

JANUARY 28, 2005

Luckily, I have 2 portfolio companies that I respectively invested in during 1999 and 2000 which survived the nuclear winter and are having an opportunity to contribute to this innovation by helping make search better and easier for users. There is obviously lots of innovation happening in the search space.

Search 78

Search RSS Technical Review Portfolio 78

VC Cafe

JUNE 18, 2012

Check out the 28 Israeli startups coming to London next week to showcase at the Innovate Israel 2012 portfolio. With 100% commitment to the digital world – Craze is using the latest technologies and constantly developing new methods (some patent pending) for selling and distributing music and videos.

Israel 133

Israel Securities and Exchange Commission Technical Review Software Review 133

View from Seed

AUGUST 17, 2021

A few weeks ago, we hosted a small dinner for a number of portfolio company founders, LP’s, and friends of the firm. This is the implied rate of return of a fund based on the value (mostly unrealized) of a portfolio. Part of the reason to do this was just to reconnect after a long time apart.

IRR 136

IRR Dilution Founder Portfolio 136

Steve Blank

JULY 2, 2009

The CDROM content business in the early 1990’s was one of the many of the long line of venture capital fads. Reply steveblank , on July 2, 2009 at 12:22 pm Said: Aamir, The game business is different from the tech business in some obvious and non obvious ways. - Make game, market, sell, profit? We understood none of this.

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

Gust

JANUARY 4, 2012

How much is it worth investing in cultivating and enforcing an IP portfolio ? What kind of risk do we run of being put out of business by others’ IP rights ? Most investors will assume that if the business plan is solid and a large market opportunity exists, there will be vigorous competition from other players.

Intellectual Property 143

Intellectual Property IP Startup United States 143

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

OCTOBER 31, 2024

Non-consensus investments , on the other hand, are those that defy popular opinion or seem risky due to unconventional business models, unproven markets, or early market entry. Cambridge Associates found that top-quartile VC funds consistently featured a higher proportion of these contrarian bets in their portfolios.

Technical Review 78

Technical Review Due Diligence ChatGPT Generative AI 78

BeyondVC

JANUARY 28, 2005

Luckily, I have 2 portfolio companies that I respectively invested in during 1999 and 2000 which survived the nuclear winter and are having an opportunity to contribute to this innovation by helping make search better and easier for users. There is obviously lots of innovation happening in the search space.

Search 60

Search RSS Technical Review Portfolio 60

Reid Hoffman

OCTOBER 21, 2019

Disclosure: * denotes a current or former Greylock portfolio company.). But to answer the question, “Is WeWork an example of blitzscaling, and perhaps even more importantly, is blitzscaling appropriate for its business model?” Distribution. Distribution. This is where the WeWork business model becomes problematic.

Silicon Valley 53

Silicon Valley Software Review Technical Review United Kingdom 53

David Teten

JULY 12, 2013

We’ve listed below some of the more creative ways that we’ve seen our portfolio companies and others attract the media, at zero or trivial cost. Under 30 CEO and Young Entrepreneur profile younger CEOs, while Mixergy allows entrepreneurs to share their experiences at part of an online business education.

PR 60

PR Public Relations Startup Technical Review 60

www.paulgraham.com

OCTOBER 23, 2010

August 2010 Two years ago I wrote about what I called " a huge, unexploitedopportunity in startup funding :" the growing disconnect betweenVCs, whose current business model requires them to invest largeamounts, and a large class of startups that need less than theyused to. Get funded by Y Combinator.

Startup 93

Startup Valuation Non-Compete Deal Flow 93

Steve Blank

NOVEMBER 4, 2021

Modern entrepreneurship began at the turn of the 21 st century with the observation that startups aren’t smaller versions of large companies – large companies at their core execute known business models, while startups search for scalable business models. See this webinar with Tony Ulwick to learn more about this canvas.

Customer 427

Customer Marketing Lean Vertical 427

David Teten

DECEMBER 12, 2017

We are taking a mathematical (weighted coefficients estimation, probabilistic modelling, etc), human-system hybrid approach to early stage investing through this tool. We believe this way we can extrapolate insights for our particular business model (portfolio operator VC fund) previously missed out.”.

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

Mucker Lab

OCTOBER 12, 2016

Furthermore, the venture “business” is a business of making money off outliers. Normal distributions do not exist; standard deviations are meaningless. Out of hundreds of daily-deal companies funded, one or two became long-term businesses. Betting on the wrong horse. The road ahead for entrepreneurs.

Harvest 60

Harvest Vertical IPO Early Stage 60

www.allthingsdistributed.com

OCTOBER 23, 2010

All Things Distributed Werner Vogels weblog on building scalable and robust distributed systems. Some of the largersoftware companies have successfully used this model with multiple CTOs who areseasoned technology experts and whose main task it is to be the bridge tocustomers.

CTO 40

CTO CTO Hire Syndicate Syndication 40

Steve Blank

OCTOBER 8, 2024

Or if they have a disruptive technology or business model, they want to create a new capability or operating concept – even creating a new market. Lock-up critical resources , like materials, components, people, law firms, distribution channels, partners and make them unavailable to innovation groups/startups.

Government 296

Government Advisory Board Leadership Programming 296

Seeing Both Sides

JULY 11, 2013

Across our portfolio and in my own entrepreneurial experience, I have seen three main sales models work successfully in scaling B2B sales: 1) Enterprise; 2) Telephone; and 3) Developer-driven. The typical quota for a sales rep varies by type of business model (SaaS vs. perpetual), product gross margin (e.g.,

Sales 50

Sales Technical Review Software Review B2B 50

Hearpreneur

OCTOBER 6, 2019

First, we built relationships with 10+ colleges, getting distribution rights to their students. I began by connecting talented employees with jobs but soon had to close the business due to a lack of a solid business model. So I thought, why not apply the same business model in Ireland?

Entrepreneur 81

Entrepreneur Ireland LLC Kansas 81

Up and Running

FEBRUARY 17, 2016

Where in your area will you find land or a building with the right zoning, size, facilities, and access for bringing in raw materials, attracting customers, and/or shipping out finished beer for distribution? How wide do you want to grow production and distribution, or do you want to focus on selling over your own bar?

Oregon 60

Oregon Jordan SBA Cofounder 60

Ben's Blog

DECEMBER 13, 2010

The challenge is building, maintaining, and distributing integrations for every pair-wise set of every version of every application in the world. In particular, customers of widely varying technical capabilities, ages, and business models have been keen to deploy SnapLogic. The Metaphor King and his breakthrough approach.

Technical Review 63

Technical Review Memphis Software Review Software 63

Lightspeed Venture Partners

DECEMBER 14, 2012

It’s been over 10 years since Napster came on the scene to disrupt traditional music business models, sparking a wave of debate on the right mix of “free” vs “paid” content going forward with digital that has yet to be fully settled. In the shift to digital music, several models emerged, with the jury still out on the clear winner.

Business Model 159

Business Model Distribution Aggregator Channel 159

David Teten

JANUARY 19, 2021

Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder. Eligible for favorable treatment under Qualified Small Business Stock exemption, if structured as equity. Equity VC is a “get rich slow” business.

Cofounder 78

Cofounder Technical Review Equity Dividend 78