View from Seed

JULY 31, 2014

More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. The internet continues the disintermediation of content creation. Finally, productivity mobile calendaring app Sunrise has been adding features which leverage demand-side economies of scale. Recent Investment Themes.

Seed Stage 272

Seed Stage B2C Technical Review Disintermediation 272

Version One Ventures

JULY 19, 2018

For example, Wish has given shoppers direct access to Chinese sellers; LetGo and OfferUp have connected local buyers and sellers with a visually appealing mobile-first experience; and our portfolio company Headout has taken the supply of offline attractions, activities and events online as well as mobile for travellers to book on-demand.

Disintermediation 110

Disintermediation B2B Differentiation Aggregator 110

VC Adventure

APRIL 11, 2011

“We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. And for a while that worked pretty well. They are: Scale. Margin Dynamics.

Disintermediation 82

Disintermediation Advertising Portfolio Aggregator 82

VC Adventure

APRIL 11, 2011

“We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. ” And for a while that worked pretty well. Performance.

Disintermediation 48

Disintermediation Advertising Portfolio Aggregator 48

Rob Go

JANUARY 21, 2016

The ride experience is better in an UberX than a taxi, uberX is cheaper than a taxi, and on demand mobile booking, payments, etc make it way more convenient. Our consumer portfolio has largely been focused around convenience. I think this will prove true of many on-demand economy companies, unfortunately. Uber is the trifecta.

Disintermediation 28

Disintermediation Distribution Demand Flash 28

thebarefootvc

OCTOBER 25, 2015

However, I see growing awareness from traditional financial institutions that some of these innovations can help them reach not only vastly underserved markets but also digitally savvy consumers who are demanding better service at better price points. employ 60K people in 11 countries. employ 60K people in 11 countries.

Disintermediation 58

Disintermediation United States Nigeria Kenya 58

thebarefootvc

OCTOBER 25, 2015

However, I see growing awareness from traditional financial institutions that some of these innovations can help them reach not only vastly underserved markets but also digitally savvy consumers who are demanding better service at better price points. employ 60K people in 11 countries. employ 60K people in 11 countries.

Disintermediation 40

Disintermediation United States Nigeria Kenya 40