Feld Thoughts

AUGUST 25, 2015

As dollars flowed into the industry, cooperation was replaced by competition, to the detriment of deal flow, due diligence, ability to add value and, of course, returns. “By January 1984, investors had turned away from hardware toward software.” This isn’t true. This statement is scary to me.

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70

View from Seed

SEPTEMBER 4, 2018

Great returns in early stage investing is driven by great deal flow and good picking. When we started the firm, we were also more narrowly focused geographically due to our smaller team and network. Indeed, this trend is happening across the world, but for now, we are primarily focused on North America.

North America 120

North America Seed Stage Early Stage Lead Investor 120

David Teten

DECEMBER 12, 2017

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. But what tools are they using themselves to automate their own processes? How do VCs originate investments?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

A Smart Bear: Startups and Marketing for Geeks

MARCH 11, 2014

Jason: Okay, so that’s a very small company in which the CEO is pulling out the credit card for meeting software because even people with a hundred people, the CEO is not the person pulling out a credit card for the meeting software. I don’t care about what the software looks like yet. Edwin: I tend to disagree.

Technical Cofounder 220

Technical Cofounder Cofounder Software Review Management 220

David Teten

SEPTEMBER 23, 2017

For both origination and due diligence, a host of companies aspire to be the “Bloomberg of private companies”, including CB Insights , Crunchbase , DataFox , FuelUp , fundsUP , Mattermark , Qodeo , Quid , Tracxn , Unomy.com , and Zirra. 4) Manage deal flow. 5) Due diligence. 6) Negotiate deal.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

This is going to be BIG.

OCTOBER 12, 2020

He said they’d consider any “special situations” funds I was doing—at which point I realized that he had never even looked at the deck and had zero intentions of doing any real diligence. I’m fortunate to have learned that there’s so much more to pushing our society forward than just teaching everyone to code as the solution to everything.

LP 145

LP Technical Review Software Review Valuation 145

mashable.com

NOVEMBER 3, 2010

The group seeks out technologies that are complementary to the company’s core operations, including applications, software and infrastructure startups. When you get a Chris Sacca, or a Dave Morin, or a Chris Dixon on board first, it’s going to lead to a lot of deal flow.&# Code for America Chooses 20 Developer.

Angel Investor 80

Angel Investor Startup San Francisco Social Media 80

www.paulgraham.com

OCTOBER 23, 2010

Angelrounds are their whole business, as online video was for YouTube.Whereas VCs who make angel investments mostly do it as a way togenerate deal flow for series A rounds. [ Sowhen investors stop trying to squeeze a little more out of theirexisting deals, theyll find theyre net ahead, because so manymore new deals appear.

Startup 93

Startup Valuation Non-Compete Deal Flow 93

David Teten

APRIL 1, 2021

This typically includes: Relationships with relevant service providers in your vertical, often with pre-negotiated discounts: coaches, lawyers, accountants, common software vendors, consultants. A true industry luminary will help in deal flow & differentiation . For negotiation with providers, consider Buyer.co.

Private Equity 78

Private Equity Venture Capital Portfolio Equity 78

Austin Startup

MAY 19, 2018

Disclose intentions early It’s not a big deal if you’re doing diligence on a competitor. If you are doing diligence on a competitor, or even if you’re just talking to a competitor, disclose it early in the conversation so that the founder understands the reason for your interest. A good CEO is likely a sales person by nature.

Founder 75

Founder Early Stage Software Review Deal Flow 75

Rob Go

SEPTEMBER 4, 2018

Great returns in early stage investing is driven by great deal flow and good picking. When we started the firm, we were also more narrowly focused geographically due to our smaller team and network. Indeed, this trend is happening across the world, but for now, we are primarily focused on North America.

North America 36

North America Seed Stage Early Stage Lead Investor 36

David Teten

MARCH 14, 2018

– Templatize the entrepreneurial process , by providing checklists, standardized agreements and other reusable code. The firm attracts deal flow by promising a decision (positive or negative) in under 2 weeks, with minimal paperwork and without repeating due diligence.

Private Equity 60

Private Equity Venture Capital Equity Cofounder 60

David Teten

MARCH 18, 2021

Foundry Group, investing primarily in “ Software and Internet ”, follows six major themes, e.g., Human Computer Interaction (HCI) or Distribution. Software is by far the most sought-after class, with 94% of VCs investing in it. software”); 43 invest in 2 types of technology (e.g., software” and “deeptech”), and so on.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

David Teten

NOVEMBER 23, 2020

This helps to replace the jobs lost as so many restaurants are going out of business due to COVID-19. – Interaxon Muse sells a brainwave-controlled computing technology and applications, and a hardware/software platform that converts brain waves into digital signals for meditation, games, sleep improvement, and disability assistance.

Venture Capital 60

Venture Capital Partner Technical Review Cofounder 60