David Teten

DECEMBER 3, 2019

But in business, you want a lot of partners. However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. 1) Manage the firm .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Haystack

JANUARY 2, 2020

On top of this, technology is no longer a vertical sector — it is entirely horizontal and spreading outward into global markets and new industries. On the other hand, those portfolios may not catch lower prices in certain vintages or potentially be investing so quickly, the bar for what makes an investment could go down.

Portfolio 76

Portfolio Venture Capital Vertical Limited Partner 76

View from Seed

OCTOBER 14, 2021

As someone relatively new to the VC space, I was particularly struck by the partners’ collective reflections regarding what has changed and what has remained the same. It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. The new website is colorful, it’s exuberant. Check it out! .

Seed Stage 296

Seed Stage Portfolio Curation Vertical 296

ConversionXL

OCTOBER 25, 2018

Tom Tunguz offers a framework that uses a scale from 1 to 10 to assess demand generation portfolios: 1. How many campaigns, how many creatives, how many partners, how many referrers? Eventually, expansion is necessary for every growing business; it also protects companies from the aforementioned risks of an undiversified portfolio.

Demand 132

Demand Vertical Campaign Channel 132

VC Cafe

NOVEMBER 9, 2024

VCs see Agentic AI as $4 Trillion Opportunity “A multi-trillion-dollar opportunity to reimagine software, services, and work” Insight Partners A new report by Battery Ventures is calling it the Coming AI Market “Supercycle”. This isn’t just automation ; it’s autonomous problem-solving.

Cofounder 109

Cofounder Open Source Venture Capital Stealth 109

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. What VCs most typically talk about are: – Industry expertise.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. What VCs most typically talk about are: – Industry expertise.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

Version One Ventures

FEBRUARY 18, 2014

Should an investor really be expected to use the 10, 15, or 20 products in his or her portfolio? After all, a great product is the basis for a successful company and an investor who doesn’t understand, know, or use the product is most likely a sub-optimal sparring partner and advisor. I say absolutely. Related articles.

Portfolio 156

Portfolio Product Vertical Email 156

David Teten

JANUARY 21, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA.

Equity 78

Equity Revenue Cofounder Colorado 78

View from Seed

OCTOBER 14, 2021

As someone relatively new to the VC space, I was particularly struck by the partners’ collective reflections regarding what has changed and what has remained the same. It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. The new website is colorful, it’s exuberant. Check it out! .

Seed Stage 194

Seed Stage Portfolio Curation Vertical 194

Duct Tape Marketing

APRIL 14, 2022

Bob is the Founder and Chairman of the Board of Acceleration Partners, a global partner marketing agency. In this episode, I talk with the Founder and Chairman of Acceleration Partners, Bob Glazer, about why diversifying your marketing strategy with other channels — like partnerships — is the way of the future.

Marketing 97

Marketing Affiliate Channel Software Review 97

David Teten

AUGUST 19, 2019

In 2019 we partnered with several revenue-based lending providers, effectively creating a marketplace. “. We’re also regularly following-on for existing portfolio companies.”. The following information is based on companies funded by us and/or our capital partners: The average most recent monthly revenue is $331,229.

Revenue 60

Revenue Technical Review Software Review Equity 60

Hunter Walker

JULY 20, 2019

While this hasn’t happened to any of our portfolio CEOs in a while, there’s one reason for a VC passing on a funding round that just sets me off: “I wanted to do the deal but couldn’t convince my partners.” c) You never believed in the first place, and are blaming your partners versus just passing.

Partner 93

Partner Cap Table Vertical Portfolio 93

David Teten

SEPTEMBER 23, 2017

PEVCTech is partnering with Blue Future Partners to run the first large-scale survey of VCs’ technology stack. Johann Kratzer of Blue Future Partners , a fund of funds, observed, “The majority of the hundreds of funds we’ve diligenced rely predominantly on their relationships to source deals. Greylock Partners.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Hunter Walker

SEPTEMBER 27, 2021

In some ways it’s ALWAYS to an investor’s benefit to suggest a potential new investment wouldn’t be competitive to an existing portfolio company, and it’s ALWAYS to the current portfolio company’s benefit to suggest it might be. How does the expansion of firm mandate change incentives for its individual partners?

Early Stage 117

Early Stage Cofounder Vertical Portfolio 117

VC Cafe

JUNE 22, 2020

Facebook, YouTube, The Esports Observer), top founders in the entertainment tech and esports verticals in Israel (including Remagine’s portfolio companies NOVOS and Vault AI ) and the leading Israeli VC investors in this space. The speaker line up includes various industry leaders (Snap Inc.,

Media 120

Media Israel Vertical Portfolio 120

Hunter Walker

MAY 4, 2014

My answers are actually bland, largely because I had a pretty good handle on what the initial 12 months would bring and a great partner in Satya Patel. New VCs are vulnerable to fashionable verticals. Not Understanding Portfolio Management. Chasing Hot Markets. What are some motivations to chase the market?

Software Review 102

Software Review Vertical Seed Stage Portfolio 102

Version One Ventures

SEPTEMBER 8, 2023

I’ve done this by surrounding myself with great friends and co-investors at other funds – a handful of them have become my best daily sparring partners (outside of Boris and Leah at V1). In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! as our portfolio shows ).

Cofounder 180

Cofounder Portfolio Capital Gains Vertical 180

Version One Ventures

MARCH 25, 2014

At version one, we are big believers in the vertical SaaS opportunity. A mobile-first approach, combined with a laser-like focus on a specific vertical, can create the right toolset to help SMBs achieve huge productivity gains ( I wrote about this nearly a year ago for TechCrunch).

Vertical 153

Vertical Cloud Mobile Partner 153

Steve Blank

JULY 16, 2009

Meanwhile my partner was in heaven working with his newly hired group of game designers directing and producing our first games. No, not really, but my partner owns the studio and tells me it’s spectacular and everyone will love it. Go spend some time outside the building talking to potential distribution partners.

Silicon Valley 223

Silicon Valley RSS Video San Diego 223

View from Seed

MAY 11, 2020

As a firm, we have had a thesis around the unbundling healthcare to create best-in-class, vertical healthcare solutions for the world’s biggest problems. As they were conceiving of this business based on Mike’s own experience with medical treatment for managing alcohol, we were captivated by the opportunity to partner with them again.

Vertical 207

Vertical Programming Software Leadership 207

View from Seed

MARCH 29, 2018

We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. Many of these companies, however, exhibit similar characteristics to the things we invest in outside of the health vertical. They can be surprisingly capital efficient.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

Haystack

DECEMBER 29, 2018

As more investors have more touch points with a “Softbank round” in their portfolio, a picture emerges — rounds here often take a long time to close. And, privately, many investors up and down the stack are discussing what the true impact of these mega rounds will be. The fear of them investing in a competitor is real.

Technical Review 165

Technical Review Venture Capital Russia China 165

View from Seed

JANUARY 11, 2018

For several months now, my partners and I have spent a lot of time talking about why we’re investing in the Everyday Economy. We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. BookBub ), hybrid B2C/B2B2C models (e.g.

B2B 120

B2B B2C Vertical Portfolio 120

techcrunch.com

AUGUST 12, 2012

The two Data Collective managing partners, who are currently raising fund number two, tell me that the timing is right for a fund committed exclusively to Big Data companies, as the barriers to entry in launching these sorts of startups are only getting lower. The partners are currently in the middle of successfully raising their second fund.

Early Stage 70

Early Stage San Francisco Los Angeles Southern California 70

View from Seed

MARCH 15, 2018

My partners and I have been very public and transparent over the past six months about our thematic investing approach — what we call the Everyday Economy. Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. .

Technology 120

Technology Artificial Inteligence Marketing Portfolio 120

Version One Ventures

MARCH 4, 2014

For key positions, they should jump in and pitch a candidate to join a portfolio company. Making important early introductions to follow-on investors is one of the best ways to make sure that a portfolio company will be in a good position to rase the next round of financing. Do I have the right people on the team? Related articles.

Portfolio 154

Portfolio Vertical Hiring Operations 154

Genuine VC

AUGUST 3, 2012

For us, the investment is certainly fresh and newest in our portfolio, but it also feels familiar. CEO Anne Raimondi and my partner Rob were colleagues together at eBay in the early 2000’s before she went on the lead product and/or marketing at many household internet names like Zazzle, InsiderPages, and SurveyMonkey.

Cofounder 199

Cofounder Seed Stage Portfolio Curation 199

This is going to be BIG.

MAY 5, 2023

You can stop making new investments, but it will take years to actually work through your active portfolio companies. I’ll also continue to work within the NYC tech community—now thriving at a level I could hardly have imagined when I first got the pitch deck for USV’s first fund as a Limited Partner at the GM pension fund.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

Haystack

JANUARY 18, 2020

To me, it makes sense, because “tech” is no longer a vertical – it’s seeping into every sector horizontally. This impacts portfolio construction and possibly returns, though on the flip side, end-markets are larger and outcomes can be greater — look at Datadog, for instance.

Seattle 130

Seattle Seed Stage Deal Flow Vertical 130

Both Sides of the Table

APRIL 23, 2011

Richard De Silva is based in Menlo Park with three other partners, there and 5 partners in Boston. He is starting to see this occur in sites that are verticalizing content. An example is Metacafe, a Highland Capital portfolio company. He does think there are opportunities in vertical search. 16:35-19:35).

Vertical 265

Vertical Curation Boston Burn Rate 265

Hunter Walker

MAY 10, 2015

Less discussed is what I believe to be a primary challenge for these larger funds making meaningful commitments to seed companies: competitive conflict within their portfolio. Pragmatically, some BigVC firms specifically incorporate the “is this our bet in the vertical” question into their seed investing strategy.

Portfolio 48

Portfolio Early Stage Cofounder Vertical 48

Hunter Walker

NOVEMBER 30, 2022

While across fund cycles and an entire partnership these sorts of issues normalize out, I can tell you for sure the lead partner might be wishing they had that ‘slot’ back, especially if they are early in their career. This is less of a problem when the entire vertical falls apart (think of the last generation of scooter startups).

Vertical 48

Vertical LP Syndicate Syndication 48

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. Each VC firm/partner has a different spin on what to weigh more.) I find the same still going on with a few firms and partners.&# What Do VC’s Do?

Silicon Valley 236

Silicon Valley IPO Technical Review Venture Capital 236

Genuine VC

FEBRUARY 12, 2012

PROs of taking his angel money are the feeder system to venture financing of the next round and the vast network of portfolio CEOs which can be tapped into for connections and help. CONS of an investment from a Super Angel include potential lack of “value add” because his time is spread so thin amongst many portfolio companies.

Angel Investor 257

Angel Investor Syndicate Syndication Early Stage 257

The Equity Kicker

MAY 23, 2014

Proprietary merchandise – e.g. vertically integrated retailers like Bonobos and WarbyParker. Capital efficiency is important to us here at Forward Partners and that pushes us towards proprietary experience and proprietary merchandise companies which more often either have low stock requirements or high margins.

eCommerce 120

eCommerce Business Model Flash Curation 120

Genuine VC

APRIL 12, 2012

People ask us at NextView all of the time: “What is the typical profile of an entrepreneur in your portfolio?” We have and will continue to fund young entrepreneurs in their twenties – and as my partner Rob Go likes to say, we’re proud of it. Subtly behind that question is often one about the experience-level of the founders.

Vertical 144

Vertical Portfolio Search Internet 144