Babbling VC

OCTOBER 3, 2011

For those of you not in the know, they are one of the largest limited partners ( LP's : investors in venture capital funds) in Europe and are basically in almost all the funds throughout the market. If you see the new funds which have recently been launched you can tell the LP's are putting their money with former entrepreneurs.

LP 82

LP Europe Germany Venture Capital 82

Haystack

JULY 20, 2018

While I don’t have portfolio level stats for them, their new endeavor Foundry Next (to invest in smaller funds and then follow-on into key investments) has built up an LP basket of 23 positions in a variety of new VC funds. Global and Local. The global story is undeniable, but what about what’s going in the USA outside the Bay Area?

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

VC Cafe

SEPTEMBER 5, 2024

” And the best three VC vintages in the last 25 years came in the three years after the global financial crists – 80% of those returns came from emerging managers. Example: Emerging managers handle everything from deal sourcing to LP communications to social media in-house.

Management 103

Management Technical Review Venture Capital Generative AI 103

David Teten

DECEMBER 3, 2019

Tim Friedman, Founder, PE Stack , said, “If I could offer one piece of advice to today’s managers, it would be to take the time to understand the demands of the modern institutional LP. We are also seeing technology evaluation as an increasingly important part of LP operational due diligence.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Both Sides of the Table

JUNE 29, 2014

I saved it mostly for LP discussions that I had over the past year. The opportunity set is much bigger than ever (50x more users, 10x time online, mobile, social, credit-card enabled, global) … when things work they work faster and at an unprecedented scale. Here is a preview of what we found & what we will publish: 1.

Venture Capital 362

Venture Capital IPO Jordan LP 362

Eric Friedman

DECEMBER 27, 2021

Operating as a sort of fund-of-funds model there is an economy of scale program for figuring out the GP/LP structure, working out the services providers like legal, audit, and tax handling. I think this was brought to life by teams like [link]. 8/ A proper accelerator is setup for GPs. Bonus: Maybe I do this.

Balance Sheet 97

Balance Sheet Stock Private Equity Option Pool 97

David Teten

APRIL 13, 2021

In 2018, the 8,000 active private equity funds globally had a 15 to 16 percent annual performance differential between top and bottom quartile funds. Thus, many LPs have outsourced their investment management processes to professional investment consultants (ICs). Two degrees of separation. .

Private Equity 60

Private Equity Technical Review Management LP 60

Austin Startup

AUGUST 10, 2017

Our investment thesis is simple: Blockchains will impact trillions of dollars of economic activity across many industries globally. We look for projects and protocols that can rethink major classes of global commerce. Blockchains are going to reorganize large swaths of global economic activity, creating massive new winners.

Technical Review 48

Technical Review Cofounder Technical Cofounder Austin 48

Both Sides of the Table

MARCH 3, 2013

In a discussion I had with Fred Wilson at the Invesco LP meeting Fred said the same about the influence of Clayton. We also spoke about technology systems in the perspective of global competition. I have written about Deflationary Economics (one of my most read posts ever) & The Innovator’s Dilemma before.

Bankruptcy 403

Bankruptcy Offshore Liquidation Preference Balance Sheet 403

David Teten

JANUARY 21, 2021

. —– UP Fund is a rolling venture fund launched in Q4 2020, and part of global SaaS accelerator Upekkha, based in India. The fund’s network of mentors are all invested LPs, ensuring they have “skin in the game.” Region: Global with focus on Europe and US . —– TinySeed. redemption, revenue share, etc.)

Equity 78

Equity Revenue Cofounder Colorado 78

Board Effect

SEPTEMBER 24, 2024

Martin Schneider , Chief Audit Executive, META Matt Mabel , Vice President – Internal Audit, American Express Travel Related Services Company, Inc Naohiro Mouri , Executive Vice President and Chief Auditor, AIG Global Operations Paul Lee , Sr Manager Internal Audit, Medline Industries, LP Rian Boncay , Program Project Manager, Dell Inc.

Technical Review 52

Technical Review Government South Africa LLC 52

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?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

David Teten

SEPTEMBER 23, 2017

Similar companies more focused on later-stage investors include Avention , Bureau Van Dijk , Dow Jones , FactSet , Genesis , S&P S&P Global Market Intelligence , DueDil , Core 2 Group , D&B Hoovers , InsideView , LexisNexis , Pitchbook , Preqin , PrivCo , Thomson Reuters , and Unquote.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

JANUARY 19, 2021

Aunnie Patton Power writes, “According to the Global Impact Investing Network, 85% of Impact Investors look for market rate or close to market rate returns, but they are cognizant that pushing for a full company exit might have negative impact on the company’s founding mission. Particular application in impact capital.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

Haystack

JUNE 1, 2018

Perhaps because of this success and the unique elbow grease they supply to their portfolio, it was shocking to many to see that one of the storied seed franchises would contract, become its own sole LP, and scale back its operations. Some established VC brands are rumored to be cutting back their LPs a bit to keep money in-house.

LP 116

LP Global Social Media Portfolio 116

Version One Ventures

SEPTEMBER 12, 2017

At the same time, ICOs have emerged as a new way for projects to raise money globally in a frictionless way. Or you might even think about a tokenization of your own fund (so that LP shares are liquid). It has 10 times the market cap of SNAP, the most prominent IPO of 2017. We’ve all heard this song before.

Venture Capital 164

Venture Capital LP Dilution Limited Partner 164

VC Cafe

JULY 4, 2022

Another impact of the meltdown of the public markets is on performance, in LP and VC books which resulted in 68% of funds estimated to have marked down companies in their portfolio. this year in comparison to the previous one, the third-highest decline seen in recent times behind the global financial crisis’ 7.8% Pitchbook.

Venture Capital 167

Venture Capital Valuation Private Equity LP 167

VC Cafe

JUNE 18, 2012

Orrick - Orrick’s Start-Up Tool Kit is a comprehensive set of resources designed to aid start-ups and their founders on the journey from the “garage” to the global marketplace. SECA – the represnetative body for Switzerland private equity has LP and VC documentation templates, including models: [link] mplates.aspx.

Open Source 110

Open Source Switzerland Private Equity LP 110

Babbling VC

JANUARY 7, 2011

Conversely you could blame the LP's (limited partners: the investors in venture funds) and say they are the one's not risking it enough. The Tier-1 funds continue getting the money from the LP's and before LP's give their money to other VC's, they'll increase the amount of money they invest in the Tier-1 funds. .

Finance 76

Finance LP Europe Valuation 76

thebarefootvc

MARCH 8, 2012

While the initial fund is $120M we will have access to ru-Net’s (the Russian LP) $700M of capital to support growth of portfolio companies and opportunistically invest at later stages where we can add value beyond capital. Startups are not immune to globalization and can accelerate growth if thinking globally from launch.

Silicon Valley 69

Silicon Valley Ghana Venture Capital India 69

Both Sides of the Table

MARCH 30, 2016

If you want to see what was on my mind – I started foreshadowing change publicly in October 2015 with a forecast of what I expected in 2016 VC funding markets at a presentation I gave at the annual Cendana VC/LP conference hosted by Michael Kim.

Balance Sheet 150

Balance Sheet Burn Rate Valuation Forecast 150

VC Cafe

APRIL 9, 2010

Yorkville Advisors, LLC Buyer Funds: YA Global Investments, L.P. Yorkville Advisors, LLC Buyer Funds: YA Global Investments, L.P. NGN Capital; Peregrine Ventures Buyer Funds: NGN BioMed Opportunity II LP. (TASE:BICL). Feb-25-2010. -. BiondVax Pharmaceuticals Ltd. TASE:BNDX). Feb-25-2010. -. Feb-21-2010. Feb-21-2010. Toe Fix Ltd.

Israel 68

Israel Venture Capital LLC LP 68

Babbling VC

NOVEMBER 7, 2011

International network: even if you are focused on one region, your network has to be global and extensive enough that you can be a channel for M&A. This is the majority of what you have to do to stay in the face of LP's (plus attend relevant events). It makes you too rational and risk averse in your decision making.

LP 66

LP Salary Partner Portfolio 66

Both Sides of the Table

JULY 23, 2014

At the other end of the spectrum large funds have gotten even larger in the past few years which has massively increased the amount of consolidation in our industry as 66% of LP money into venture is now concentrated in late-stage or full-cycle VCs. Summary: Cheap, mobile, social, global, always-on, one-click-purchase =. Why is this?

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

Feld Thoughts

JANUARY 28, 2015

I’m in for $100,000 so you’ve got your first LP. .” David: “Do you really think I can do that?” ” Brad: “Absolutely – you’re a great investor. Raise a small fund – $5 million. I’ll help you get it done.” ” David: “Ok – let’s go.”

LP 70

LP Seattle Angel Investor Partner 70

YoungUpstarts

OCTOBER 23, 2017

by Joe Duncan, founder of Duncan Capital LP. This is a major issue and the role of data analytics will continue to expand as per a January article from Global Banking and Finance Review which cited that the world’s top investment banks were fined a total $43 billion over the last seven years for failures in customer reporting.

Technical Review 154

Technical Review Artificial Inteligence Software Review IPO 154

Pascal's View

SEPTEMBER 24, 2008

The panelists will debate the pros and cons of different expansion strategies, and I expect that there will be some twists and turns to the discussion given the radically different global financial market picture. THE PANEL: Sean Hill, Partner, Proskauer Rose, LLP – moderator. John Balen, General Partner, Canaan Partners.

Venture Capital 28

Venture Capital LP Later Stage Vertical 28

Altgate

MARCH 8, 2009

As everyone knows, what is being reported as dry powder isn’t real as many of those LP commitments would not survive a capital call (and thus capital calls aren’t being made). Also, the $1.5 trillion of unrealized returns is by and large the valuation based on the price paid or the most recent round.

Later Stage 34

Later Stage Early Stage Venture Capital Portfolio 34

Start Up Blog

APRIL 29, 2013

Do it yourself, Design it yourself, Distribute it yourself, 3D it yourself – in fact we can nearly make anything in home or certainly procure it via global production hubs like alibaba.com We can make anything because all the tools of production have been democratized for ever. It’s the next phase of D.I.Y:

Uruguay 123

Uruguay Technical Review Vertical Las Vegas 123

Both Sides of the Table

FEBRUARY 6, 2017

But the reality is that “global warming” massively blunted the effects of winter and my prognosis for VC fundings of entrepreneurs in 2017–2018 is now very sunny indeed. GLOBAL seems here to stay unless something stupid Trump’s it. Global “WARMING” But “global” isn’t the only story, warning is at least half of the equation.

Venture Capital 150

Venture Capital Saudi Arabia Kuwait Burn Rate 150

Agile VC

NOVEMBER 13, 2012

Sarah also points to the vast global wealth that has to get allocated somewhere as well as a small bump in long term average returns, now that the generally terrible performance of funds from the 2000-2002 time frame (after the tech bubble of the late 90s crashed) no longer factor in to 10 year returns. So at a fund level (e.g.

LP 154

LP Portfolio Venture Capital IRR 154

Startup Lessons Learned

MAY 4, 2021

And if you look at what percentage of the global population lives within commuting distance of one of our offices, it's a tiny fraction of the world, far less than 1%. Well, this Bitcoin white paper was describing another global decentralized protocol, but instead of moving information, it was for moving value around.

IPO 113

IPO Cofounder Technical Review Government 113

Austin Startup

JUNE 26, 2019

Do you want someone already making $12–17/hour watching your kid to make less (so a LP can make their returns…)? So sign me up for innovating on use cases or mapping intelligence logic for women and people of color (you know, the global majority!). This all points, in my view, to the competency with this market.

Silicon Valley 54

Silicon Valley Startup B2C Sweat Equity 54

Eric Friedman

DECEMBER 30, 2020

Did anyone have global pandemic on their bingo board? As mentioned at the top I do not know anyone that predicted the global pandemic of COVID19, despite the writing on the wall and the cases growing in China at the time of this post last year. Ok lets move on… Photo by Anna Shvets on Pexels.com. Bonus: Maybe I do this.

Stock 120

Stock Private Equity Option Pool LP 120

David Teten

NOVEMBER 23, 2020

The Boston Consulting Group and MassChallenge , a US-based global network of accelerators, partnered to study why “ women-owned startups are a better bet ”. I was previously a Partner at two different VC firms, neither of which had any contractual LP mandate to invest in diverse companies. Why is that?

Venture Capital 60

Venture Capital Partner Technical Review Cofounder 60

Both Sides of the Table

OCTOBER 18, 2015

I spoke last week at the annual Cendana VC/LP conference. [note: I now publish and respond to comments on my public Facebook page. If you’d like to follow me there my FB profile is here ].

IPO 150

IPO Venture Capital LP SEC 150

K9 Ventures

OCTOBER 15, 2020

So I want all K9 LPs and K9 founders to know that: I believe in Global Warming and that human actions are destroying the delicate balance of our planet. This brings the 2020 K9 LP meeting to a close. If you haven’t already, please watch David Attenborough’s documentary on Netflix: A Life on our Planet. That’s the end of my rant.

United States 159

United States LP Founder Social Media 159