View from Seed

SEPTEMBER 4, 2018

It occurred to me that although we mentioned our new thematic approach when we raised our last fund in 2017, we haven’t really shared a broader manifesto about how we are approaching the early stage market. It’s been an interesting several years in the early stage venture eco-system, and the sands have shifted considerably.

North America 120

North America Seed Stage Early Stage Lead Investor 120

View from Seed

JANUARY 13, 2021

But in the grand scheme of things, 10 years is a blip, and one that had a continuous bull market in tech. What has happened is that over the last 10 years, the vast majority of successful startups have raised some sort of a seed round prior to a series A. In some ways, this feels like an eternity.

Dilution 399

Dilution Later Stage Portfolio Technical Review 399

Agile VC

DECEMBER 13, 2011

How to Evaluate Firms for a Seed VC. AGILEVC My idle thoughts on tech startups. My partners and I would be thrilled to support this founder in general, but we don’t have enough conviction about the market opportunity he and his co-founders are pursuing to proceed with an investment. .” How To Think About The Future.

Seed Stage 185

Seed Stage Silicon Valley Cofounder Technical Review 185

David Teten

JANUARY 19, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. Our categorization is not a technical one. Additionally, Flexible VC can accommodate all types of companies, not just asset-lite, tech-enabled companies.”. Novel Growth Partners, Lighter Capital, Rev Up, Corl, Flow Capital. Of the Inc.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

Rob Go

SEPTEMBER 4, 2018

It occurred to me that although we mentioned our new thematic approach when we raised our last fund in 2017, we haven’t really shared a broader manifesto about how we are approaching the early stage market. It’s been an interesting several years in the early stage venture eco-system, and the sands have shifted considerably.

North America 36

North America Seed Stage Early Stage Lead Investor 36

Agile VC

SEPTEMBER 15, 2011

How to Evaluate Firms for a Seed VC. AGILEVC My idle thoughts on tech startups. Also portfolio management strategy has shifted a bit in recent years, and many large investors now evaluate at all risky assets together (US tech IPOs, Brazilian bonds, Chinese private equity, etc) rather than making discrete allocations to each bucket.

IPO 100

IPO Marketing Silicon Valley Private Equity 100

Agile VC

MAY 26, 2011

How to Evaluate Firms for a Seed VC. AGILEVC My idle thoughts on tech startups. Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. We three partners are working hard. Great to see you had such a good partner to start with. How To Think About The Future. May 26, 2011.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178