VC Cafe

OCTOBER 16, 2024

But substantial investments are also being deployed into emerging startups, particularly into vertical applications. Vertical Applications Taking Off. A large portion of the funding and innovation in voice AI is concentrated on applications for specific industry verticals. This includes OpenAI’s latest round of $6.6

Vertical 170

Vertical Generative AI B2C CTO Hire 170

Austin Startup

APRIL 25, 2017

In summary: Snap’s current business doesn’t justify a $20B valuation. How can one justify a $20B valuation for Snap? The product that could most likely justify Snap’s $20B valuation is Spectacles. To be clear, I can’t forecast the details of how an augmented reality OS should work. I think AR is that big, it’s huge.

Valuation 48

Valuation Technical Review Social Network Forecast 48

Pascal's View

NOVEMBER 1, 2008

42in;text-align:left;direction:ltr;unicode-bidi:embed; vertical-align:baseline;mso-line-break-override:none;punctuation-wrap:hanging"> SOME COMMON EXAMPLES OF BOARD MISALIGNMENT.42in;text-indent:-.42in;text-align:left;direction:ltr;unicode-bidi:embed; about your operating forecasts and be prepared to revise them – up or down. -.38in;text-align:left;direction:ltr;unicode-bidi:embed;vertical-align:baseline;

Vertical 28

Vertical Syndicate Syndication Forecast 28

David Teten

SEPTEMBER 23, 2017

Close to 80% responded that manual processes, such as tracking down support, preparing reports and pulling data from different sources, are the biggest pain points they face in the valuation process. The VC Software Stack — the Untouched Vertical. Kushim , Totem , and VisibleVC focus on serving this need among VCs.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

A Crowded Space

JANUARY 13, 2016

The founders of the company have experience as operators in this industry and rather than just copying Uber, they thought carefully about what really made sense for this vertical. The drivers cart tons of food around in their car and the company tries to plan accordingly based on forecasted demand in a particular area.

Demand 60

Demand San Francisco Atlanta Business Model 60

Cracking the Code

OCTOBER 13, 2020

This summer saw two record transactions within a month, as UiPath became the first European Cloud decacorn in July and Visma, a Norwegian company, became the world’s largest ever software buyout with a $12B+ valuation. Big milestones for the old continent! Is the sky the limit for Cloud public stocks?

Europe 71

Europe Cloud Silicon Valley Israel 71

Hunter Walker

NOVEMBER 30, 2022

When you pick your investment in a vertical you mostly have to steer clear of direct and adjacent competitors, especially if you were a lead check and/or a Board member. This is less of a problem when the entire vertical falls apart (think of the last generation of scooter startups). Opportunity Cost of Non-Investment in Competitors.

Vertical 48

Vertical LP Syndication Syndicate 48