Both Sides of the Table

SEPTEMBER 29, 2013

I had a chance to discuss AngelList Syndicates with Naval at Michael Kim’s Cendana LP/VC conference on a panel with Naval, Roger Ehrenberg (IA Ventures) and Mike Brown, Jr. AngelList 101 : As you know, AngelList is a platform where angels can invest in semi-screened tech deals. Must be doing something right! Bowery Capital).

Syndicate 356

Syndicate Syndication Cofounder Early Stage 356

Both Sides of the Table

OCTOBER 26, 2020

I called an (ex) LP to tell him about her and my goals for her. Instead he championed our investment themes into sustainability and food technologies having invested in companies like Apeel Sciences and Ynsect. She has an amazing ethical compass with heart, compassion and drive. I remember years ago trying to recruit Kara.

Partner 361

Partner Management Cofounder San Francisco 361

thebarefootvc

JULY 3, 2017

Over the past month, Silicon Valley has been at the forefront of many conversations outside of the technology world. Unfortunately not for groundbreaking technology, but for rampant sexual harassment and predatory behavior. The post The LP Opportunity to Change Tech Culture appeared first on The Barefoot VC.

LP 65

LP Technical Review Silicon Valley Limited Partner 65

This is going to be BIG.

OCTOBER 5, 2012

I know how hard it is myself because I used to vet VCs for a living when I was on the insitituional LP side. In fact, one of my largest investors from a family office were former private investment people themselves, and their due dilligence was off the charts.

LP 97

LP Venture Capital Technical Review Nebraska 97

Both Sides of the Table

MARCH 1, 2016

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. …But LPs Have Been Putting Out More Money Than They Are Getting Back. LPs See The Over-Valuations and Don’t Like It.

Venture Capital 150

Venture Capital LP Silicon Valley Marketing 150

Both Sides of the Table

MARCH 6, 2017

He was running to be the 42nd mayor of Los Angeles and he outlined his vision to “open up the city government to technology and innovation” if he were elected. He wanted to bring the same level of technology focus and energy that Mayor Bloomberg had brought to New York City.

IPO 191

IPO Los Angeles South Korea Armenia 191

Version One Ventures

JULY 24, 2019

and also has the imagination to picture what the world *could* be with technology. In fact, I came into VC with little experience beyond academia but had a love for tech. – as long as s/he has a passion for technology and is aligned with our core beliefs and values. what can be better?)

Technical Review 124

Technical Review Advisory Board Due Diligence LP 124

David Teten

JANUARY 23, 2021

For more on this, see An Investor’s Personal Social Media Tech Stack. For example, one LP told me she prefers customized emails from fund principals, as opposed to a bulk-mailed quarterly update. Set up a Data Room, with a filled-out Due Diligence Questionnaire (“DDQ”).

Private Equity 78

Private Equity Venture Capital Technical Review Software Review 78

Genuine VC

SEPTEMBER 7, 2010

Perhaps a contrarian statement in this environment: but even though there’s been a dip in fund size due to broad economic factors and LP appetite, it wouldn’t surprise me if the truly top firms raise even larger funds over the coming decade. These firms aim broadly – diverse along sector, geography, and stage lines.

Seed Stage 191

Seed Stage Belgium Differentiation LP 191

Agile VC

OCTOBER 23, 2012

The VC industry (both the GP part and the LP part) pays attention to the sector’s returns, but the broader tech ecosystem only occasionally tunes in. 2) No Synthetic Alternative – If an LP can’t “buy” VC as an index, could they replicate the returns of an index some other way?

LP 176

LP Accredited Investor Carried Interest Distribution 176

David Teten

DECEMBER 12, 2017

VCs are at the forefront of technological disruption, funding many of the latest cutting edge productivity tools. Clint Korver, Partner at Ulu Ventures , remarked: “I’d compare this technology transformation as akin to what happened in public company investing. 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

MAY 16, 2017

A few years ago, I presented at an Invesco conference on Emerging GPs, and one of the highlights was a presentation by Laurie Weir summarizing CALPERS’ selection criteria under their Private Equity Emerging Manager Program Review. Sapphire Ventures’ Top 10 tips for pitching an LP . Trusted Insight LP Panel.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Hunter Walker

JANUARY 5, 2014

” If you’re in the technology industry you can probably answer but as I discovered this holiday season, most of my extended family and childhood friends were a bit fuzzier on the concept. Now I get to experience these moments not as an entrepreneur, technology executive or angel, but as a professional investor.

Software Review 127

Software Review Balance Sheet Cofounder Technical Review 127

VC Cafe

SEPTEMBER 5, 2024

Example: Emerging managers handle everything from deal sourcing to LP communications to social media in-house. They look at founders as their customers, and the best emerging managers will roll up their sleeves and do candidate reviews, pitch deck assistance and bespoke BD for startups, and personalised updates for LPs.

Management 103

Management Technical Review Venture Capital Generative AI 103

VC Cafe

APRIL 29, 2020

According to the Covid-19 impact report by research firm Beauhurst: 5,070 UK companies are at a ‘severe’ or ‘critical’ risk 615K startup and scaleup jobs are at risk Later stage startups are at the most risk Across the board, tech sectors and verticals are the most likely to experience a positive or low impact.

Israel 124

Israel SBA Technical Review Startup 124

Feld Thoughts

MARCH 27, 2018

I was asked if any existed the other day by an LP, so following is a list of papers I am familiar with. How Do Accelerators Impact the Performance of High-Technology Ventures? , Business Incubators and Accelerators: A Co-Citation Analysis-Based, Systematic Literature Review , Hausberg and Korreck, 3/17. Who Needs Contracts?

LP 107

LP Incubator Venture Capital Technical Review 107

David Teten

JUNE 1, 2011

Larger funds tend to have industry-specialized sourcing, but less so at the smaller funds due to lack of scale Riverside shares deal-based compensation, so that the sourcing team works together and it’s not zero sum in terms of hoarding contacts. Zubin Avari, Charter Oak Equity LP Christopher A. Question : How are you organized?

Private Equity 122

Private Equity Deal Flow Equity Developer 122

David Teten

SEPTEMBER 23, 2017

VCs tout themselves as frontier technology investors, but most are using the same infrastructure tools they have used for the past 20+ years: Excel and recent college grads searching Google. According to Knowledge.VC , under 5% of US VCs have a full-time team member focused on technology. . But we’re doing it slowly.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Board Effect

SEPTEMBER 24, 2024

We are so pleased to announce the Diligent Modern Governance 100 (MG100) Award winners for this year. Matt Zimmerman , Director, Technology Risk & Resilience, Charles Schwab & Co., The post Find out who the Diligent Modern Governance 100 Award winners are appeared first on BoardEffect. Why do we give MG100 Awards?

Technical Review 52

Technical Review Government South Africa LLC 52

Feld Thoughts

MARCH 24, 2017

Not only are the downsides of overcapitalization problematic for founders, but FC also examined overcapitalization in upside scenarios by studying the data from the last five years of tech IPOs. As an LP, I’ve had the good fortune to be an investor in many funds, including some exceptional ones.

Founder 76

Founder LP Technical Review Seed Stage 76

Version One Ventures

MAY 3, 2023

I shared his optimism going into this trip and came back even more bullish about the potential of India’s tech ecosystem. Getting around in these cities is generally tough due to the never-ending traffic, so plan accordingly if you decide to visit. I had only a few connections in India before this trip.

India 86

India LP Silicon Valley Vertical 86

thebarefootvc

FEBRUARY 19, 2014

”, almost exactly 2 years ago to this day at Bloomberg LP’s headquarters in NYC as part of Social Media Week. I overviewed demographic and economic trends globally and outlined the opportunity for technology companies to access growth in the emerging markets. I gave a talk, titled “What in the World?”,

India 107

India North America Ukraine Silicon Valley 107

David Teten

APRIL 13, 2021

As Greycroft said in an essay : “Since we were a small fund, it would have been overwhelming to us and our small administrative staff to set up the meetings and follow ups, fill out questionnaires (which for the most part fall into a dark hole), and respond to the myriad of questions which occur during the due diligence process.

Private Equity 60

Private Equity Technical Review Management LP 60

David Teten

JANUARY 19, 2021

Our categorization is not a technical one. Additionally, Flexible VC can accommodate all types of companies, not just asset-lite, tech-enabled companies.”. Marco Cesare Solinas , VC Analyst with Blue Future Partners , said, “ From the LP perspective, another disadvantage is the lack of track record given the early stage of the concept.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

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. On question #1, we see good indicators that folks are leaving. people looking to move to Austin).

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

Austin Startup

AUGUST 10, 2017

Although we were studying finance, we were always more interested in tech. We were infatuated with tech. But we got serious in early 2016 when we developed deep conviction around the immense technical vision of Ethereum. We dive deep into white papers, review technology, economics, game theory, etc.

Technical Review 48

Technical Review Cofounder Technical Cofounder Austin 48

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. The underlying technology is here and in game progress should be transferrable. I think this was brought to life by teams like [link].

Balance Sheet 97

Balance Sheet Stock Private Equity Option Pool 97

firstround.com

SEPTEMBER 10, 2013

The Review. The Review. And even though I was the tech guy surrounded by capable business-focused co-founders, I knew that building a successful company was going to start with a lot more than a command line. I was sure that browser technology was ready, and I knew we could build engaging games. First Round Capital.

CTO Hire 52

CTO Hire Engineer Software Review Part-Time VPE 52

Seeing Both Sides

SEPTEMBER 26, 2010

As you might expect, the wolves have the edge in the encounter, due to superior market information or negotiating position. But the VCs, and in turn their LPs, are left holding an illiquid bag. If you find yourself in a market transaction and don’t know for sure that you are the wolf, then, sadly, you are the sheep.

IRR 36

IRR IPO Entrepreneur LP 36

aweissman.com

JULY 31, 2007

It is not the time sink of the deal and diligence process, but maybe the lack of quality deal flow, too much LP money in the system, everyone wanting in on the Internet boom (again!), One could argue what really causes the compromise.

Venture Capital 20

Venture Capital LP Technical Review Deal Flow 20

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. From a technology perspective our journey is nowhere near over. Why is this?

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

Both Sides of the Table

SEPTEMBER 22, 2012

Growth will slow, partly due to internal limits and partly because the company is starting to bump up against the limits of the markets it serves.” Instant growth = huge valuation from follow-on investors = big VC mark-up on our quarterly reports = LP interest. That leverage technology or drive change. Grow or die.

Silicon Valley 390

Silicon Valley Venture Capital Startup Technical Review 390

YoungUpstarts

OCTOBER 23, 2017

by Joe Duncan, founder of Duncan Capital LP. This combinatorial model works because it’s diversified, can best withstand bear markets, benefits from technological synergies, and it’s the mix of products and services clients value. To dig deeper, let’s first review the influence of technology on the core components.

Technical Review 154

Technical Review Artificial Inteligence Software Review IPO 154

Start Up Blog

APRIL 29, 2013

Technology Poverty – Every revolution has its downsides – those who miss out. Technology is bringing about a new form of poverty to those who don’t have equal access to it. The technology minimums are changing quickly. The government is using the shift to technology economies as their chance to reinvent.

Uruguay 123

Uruguay Technical Review Vertical Las Vegas 123

View from Seed

AUGUST 17, 2021

at exit due to dilution. In some cases, great companies massively expand the definition or potential of the market with innovative products, technology leverage, and great execution. I can tell a story looking backwards why our LP base was carefully constructed. But over time, that fund may invest another $2M in later rounds.

IRR 205

IRR Dilution Founder Portfolio 205

This is going to be BIG.

OCTOBER 12, 2020

Moat, the biggest exit out of the bunch, was sourced when I met Mike Walrath at a tech event. 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. It was the first anyone had asked me about it.

LP 142

LP Technical Review Software Review Valuation 142

Both Sides of the Table

FEBRUARY 3, 2015

We had just gotten over the dot com crash and return to normalcy where nobody seemed to give a s**t about tech companies any more. Many people knew that I knew him due to our Twitter conversations but also because I had him speak at every one of our conferences. But Jason took Quora usage to 11. Question not.

LP 150

LP Israel Technical Review Deal Flow 150