Version One Ventures

SEPTEMBER 10, 2024

Vertical and horizontal What drew us to Optimotive is the clear use case and pain point that the team is building a product for. Vertically integrated The company is vertically integrated – from developing their own AI to 3D printing their robots. As niche as Optimotive may sound, it’s a great wedge into a grander market.

Vertical 94

Vertical Salary Business Model Software 94

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.

Customer 427

Customer Marketing Lean Vertical 427

VC Cafe

NOVEMBER 9, 2024

Here is where the money is flowing for AI Agent startups: AI-First Applications/ Vertical AI: Instead of bolting AI onto existing software, startups are building intelligence-first solutions. The next 18-24 months will be critical as early adopters prove out use cases and business models.

Cofounder 109

Cofounder Open Source Venture Capital Stealth 109

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

The Equity Kicker

MAY 23, 2014

Proprietary merchandise – e.g. vertically integrated retailers like Bonobos and WarbyParker. Proprietary selection (aka curation) – e.g. companies that build their brand and community around their product selection like Nastygal and Modcloth.

eCommerce 120

eCommerce Business Model Flash Curation 120

Mucker Lab

OCTOBER 12, 2016

Vertical integration of different funding risks. I also believe that the ebb and flow of the venture investment cycle has been exacerbated by the recent vertical integration of early, growth, and even late stage venture funds. The investment thesis wasn’t wrong — it’s just that they bet on the wrong horse.

Harvest 60

Harvest Vertical IPO Early Stage 60

Version One Ventures

JULY 21, 2020

No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. It’s this passion, even obsession, that can inspire, create, and lead strong teams through the ups and downs of building an iconic technology business. .

Founder 213

Founder Vertical Differentiation Portfolio 213

David Teten

JANUARY 21, 2021

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well.

Equity 78

Equity Revenue Cofounder Colorado 78

Version One Ventures

SEPTEMBER 8, 2023

In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! However, this is not to say that I don’t spend time on nor invest in AI, dev tools, vertical SaaS, marketplaces, etc. (as as our portfolio shows ). Be a generalist and a specialist.

Cofounder 180

Cofounder Portfolio Capital Gains Vertical 180

Steve Blank

NOVEMBER 16, 2009

They’re putting money into web services/business – most without early revenue. It’s an impressive portfolio. By the time the meeting was over I left wondering whether the Customer Development model would help or hinder their companies. What we concluded is that the Customer Development model needs an additional overlay.

Customer Development 228

Customer Development Web Developer Customer 228

View from Seed

JANUARY 11, 2018

We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. And in the entertainment category, our portfolio company TripleLift provides monetization for online publishers through native ad technology. Impact First, Business Models Second.

B2B 120

B2B B2C Vertical Portfolio 120

View from Seed

MARCH 29, 2018

For many years, NextView has looked at many health-related businesses but invested in relatively few. We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. I should make clear that we are not life science investors.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

Hunter Walker

MAY 4, 2014

Second, we did an investment where we actually decided to own more than 10% because of the nature of the business model. New VCs are vulnerable to fashionable verticals. Our strategy isn’t to necessarily be contrarian but we decided there were certain verticals that we weren’t going to pursue in 2013.

Software Review 102

Software Review Vertical Seed Stage Portfolio 102

David Teten

AUGUST 19, 2019

I’ve been a traditional equity VC for 8 years, and I’m now researching new business models in venture capital. We’re also regularly following-on for existing portfolio companies.”. Feenix Venture Partners : Feenix Venture Partners has a unique investment model that couples investment capital with payment processing services.

Revenue 60

Revenue Technical Review Software Review Equity 60

Cracking the Code

MARCH 24, 2015

We were fortunate to host very talented speakers from our portfolio (Ilya Sukhar from FB/Parse, Steve Marx from Dropbox, Bill Ready from Braintree, Ali Rayl from Slack, Eric Wittman from Atlassian, Sam Mac Donnell from HotelTonight.)

API 48

API Fractional CTO CTO Hire San Francisco 48

View from Seed

MARCH 15, 2018

Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. . One ramification, then, is that many of these or businesses may seem odd, and certainly outside of the mold of current mainstream VC-backed companies.

Technology 120

Technology Artificial Inteligence Marketing Portfolio 120

View from Seed

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. For example, Upserve , a NextView portfolio company, is an all-in-one tech platform (POS, payments, CRM/loyalty, BI) to help restaurants better serve their customers. We’re Excited for What’s Next.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273

Agile VC

FEBRUARY 5, 2014

This is especially true for those with a media / ad based business model (e.g. We invest in internet enabled companies at NextView and our portfolio is roughly equally split between consumer and B2B businesses. But B2B startups need to take a different tack.

Revenue 234

Revenue Product B2B Marketing 234

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 236

Silicon Valley IPO Technical Review Venture Capital 236

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

Duct Tape Marketing

APRIL 14, 2022

If I can build a partner program using software with a thousand different partners, with a thousand different tactics, I, I have inherently a, a diversified portfolio. This will work for any kind of business. Or do you think that this just every business now? They are the partner and the supplier are all in one.

Marketing 98

Marketing Affiliate Channel Software Review 98

Austin Startup

DECEMBER 3, 2019

Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business. Techstars funds all types of startups, working across all verticals, applying all types of business models.

Austin 62

Austin Curation Startup Dallas 62

The Equity Kicker

AUGUST 28, 2012

First the trailblazers define a new category and initially they are viewed with extreme scepticism and many people are convinced they will fail because their business model is unsustainable and/or people won’t want their products. Ironically, social networks themselves were a much weaker investment theme.

Acquisition 94

Acquisition Vertical eCommerce Flash 94

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?

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

Austin Startup

FEBRUARY 21, 2020

Sisu is currently expanding its product portfolio and geographic scale to develop additional cutting-edge, patented, clinically proven medical devices, and to create a system for medical device commercialization in emerging markets. Our top goal is to break into new markets and add new products to our portfolio.

Baltimore 62

Baltimore Africa South Africa Michigan 62

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. See Betmarkets talk about their business model in the category Innovative World Technology between 5 and 6 pm Saturday, March 14, before a live audience and a panel of expert judges.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. See Betmarkets talk about their business model in the category Innovative World Technology between 5 and 6 pm Saturday, March 14, before a live audience and a panel of expert judges.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

Cracking the Code

NOVEMBER 13, 2008

A few days ago, Bessemer West Coast SaaS Practice - David Cowan , Byron Deeter and myself, hosted a CFO Dinner for our SaaS portfolio at John Bentleys in Redwood City. Fifteen CFOs participated - about half of them from Bessemer portfolio SaaS companies (Cornerstone On Demand, Intacct. Rethink vertical segmentation: Healthcare?

Software Review 48

Software Review Technical Review Valuation Portfolio 48

Rob Go

JULY 11, 2013

As a seed fund, we tend to layer in “ capital efficient beginnings ” to the mix given our investing model and belief about the best way to build internet and software businesses. As a vertical community, the business of GrabCAD was never going to look like that of a social network or social media company.

Distribution 66

Distribution Vertical Viral B2B 66

Hunter Walker

JULY 2, 2014

“LinkedIn for (vertical X)” -> turns out there are competitors that have backed into variations of this – I’m thinking Behance/Dribble in the design space – but if you start out mimicking LinkedIn you lose.

Non-Compete 102

Non-Compete API Vertical Mobile 102

mashable.com

OCTOBER 27, 2010

You can also get great recommendations from your existing network; just be sure to research portfolios, websites and references thoroughly before making a decision to work with a particular developer. Here, developers and dev shops are organized by vertical so you can find a shop that has expertise in the kind of app you want to build.

Small Business 104

Small Business Technical Review Social Media Software Review 104

Cracking the Code

DECEMBER 2, 2006

The time they spend with customers is usually limited to transactional core products sales, generating lower margins – The resource allocation is not always matching the opportunity (geography, customer segment, vertical.) – The rules of engagement for technical resources (solution or product specialists) are not clear.

Software Review 48

Software Review Technical Review Europe Software 48

Venture Chronicles

AUGUST 28, 2012

Freemium is not magical pixel dust, it is a way to deliver a multi-channel business model that intersects customer segments regardless of size, complexity, and revenue opportunity. It does require you to rethink your business from top to bottom, beginning with how you meter your pricing model and ending with how you use your website.

Software 43

Software Vertical Acquisition Channel 43

Hippoland

AUGUST 8, 2018

In other words, if you can get 1000 people to come to your website consistently for under $5, then this business model works for you. Or second time founders focus on lucrative verticals that pay more per eyeball or focus on ad formats that pay more (such as email newsletter sponsorships). Marketing first. Product second.

Founder 48

Founder Sales Cycle Affiliate Retention 48

Hippoland

AUGUST 8, 2018

In other words, if you can get 1000 people to come to your website consistently for under $5, then this business model works for you. Or second time founders focus on lucrative verticals that pay more per eyeball or focus on ad formats that pay more (such as email newsletter sponsorships). Marketing first. Product second.

Founder 48

Founder Sales Cycle Affiliate Retention 48

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?” The fact is most successful startups abandon the product development model as soon as they encounter customers. ????: ??

Customer Development 245

Customer Development Developer Customer Silicon Valley 245

Steve Blank

OCTOBER 26, 2020

The JAIC is a tiny team, yet we have a product directorate with 32 products that we’re building across six verticals – all the way from warfighter health to Joint warfighting to Business Process automation, humanitarian assistance, disaster relief, cybersecurity and predictive maintenance. Nand Mulchandani. Lessons Learned.

Artificial Inteligence 419

Artificial Inteligence Fractional CTO Technology CTO 419