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Where Do Venture Capital Dollars Actually Come From? This Visual Explains

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Most folks reading this will know that many startups were built in part with the help of venture capital. Click the image to view a larger version.).

Playing Startup

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But I think it’s important to discuss, particularly given today’s heady environment for startups. So why should I or we collectively care?

Not Everyone Is “Killing” It: How & When to Admit It

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Note: This post also published at NextView’s blog for seed stage companies The View From Seed. billion. How can we put things into context?

Seduced By Growth, But Terminal Scale Still Matters

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We’re off to a fresh start here at the beginning of 2016. What happened? realignment of valuations by late stage investors?

Square IPO: Is Square A Good Payments Business?

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Square filed its  S-1  several weeks ago and is now in the middle of its IPO road show process. This was clickbait at best or bad journalism at worst.

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Introducing Growth Guides – Practical Help for the Seed Stage

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We’re launching a series of platform initiatives here at NextView in 2014. Today we’re pleased to announce the first in a series of Growth Guides. What’s a Growth Guide? Well our focus here at NextView is helping exceptional seed stage companies get things off to the best possible start.

Alibaba S-1: Sizing Up A Giant

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My S-1 deconstructed posts over the years ( Facebook , Groupon , Kayak , et al) have usually been a single long read. the UPS, FedEx, DHL equivalents).

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Alibaba S-1: How Well Do They Monetize?

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Today I’m going to analyze monetization across Alibaba’s various businesses. stocks inventory) and is really more analogous to Amazon.

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What TAM Really Means

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It’s well known VC’s love markets that are huge in size, but what’s sufficiently big for a market to be attractive to VCs?  It starts with an honest appraisal of TAM. TAM =  ”Truly” Addressable Market  –> Wikipedia would have you believe that TAM stands for total addressable market. Uber, AirBnB).

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Angel Investing: Know (What Motivates) Thyself

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think the most important thing any new angel investor can do is to candidly assess their motivations for making startup investments. Angel investing, particularly for entrepreneurs and others who’ve chosen a startup career path, can be rewarding in many different ways. ” But as an angel one can overweight this factor.

The Rise & Fall of Great Venture Firms [Part 1] ? AGILEVC

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NextView's still in its infancy

Mobile Payments: The Trillion Dollar Industry That's Never - AgileVC

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Mobile payments are the trillion dollar industry that everybody's been waiting for but has never materialized.

Should Apple Buy Hungary?

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increasing dividends or issuing preferred stock). But in all seriousness, what should Apple do with a massive and growing pile of cash?

The End of ?Internet? Companies ? AGILEVC

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Change Collective: Helping Create A Better You

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Change Collective announced their seed round today , in conjunction with their broader launch of the company.  I thought I’d share a little of what makes us enthusiastic to partner with Ben, Derek, and their team to help them as they build their business. first met Ben about 5-6 years ago.

The Difference Between Apple & Facebook ? AGILEVC

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In 2011 Facebook paid out $1.4 billion to developers and

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Farmeron ? Why SaaS for Cows is Incredibly Exciting ? AGILEVC

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Farmeron announced the closing of its $1.4M seed round today.

First Mover Fallacy

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While our portfolio at NextView is roughly equally weighted to consumer facing and B2B companies, it seems that for consumer companies in particular being first mover confers little benefit and the drawbacks probably outweigh whatever weak advantage might exist. First Movers. Atari (home video game consoles). Twitter (microblogging).

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Running a Startup Board Meeting

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There’s a lot of good suggestions out there for how early stage startups can approach (or improve) board meetings. Some of my favorites are from Brad Feld  (also this one from him ), Andy Payne , and Steve Blank. All three have perspective as both entrepreneurs and as investors / advisors in the startup board room.

Microsoft, Near Death, & Enterprise Cloud

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And Microsoft’s Azure strategy has given it a strong position in public and private cloud computing. Want names?

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The Future of Internet & Cars

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With chips running large parts of cars came basic diagnostic tools like the “check engine” light to OBD ports.

There Is No Subprime Model for VC

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That model still works for quite a few firms, but now there are also some different models producing attractive returns. payday lending).

Our Investment in SkyVu / Battle Bears – Taking Mobile Games Into New Territory

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We’re pleased to announced NextView’s investment in SkyVu Entertainment, along with Lightbank and angel investors.

The $100M+ Club: A New Universe of Buyers ? AGILEVC

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For the last 5-7 years the universe of potential acquirers web-based businesses has been fairly concentrated.

Small Tablets Are Further Atomizing Ubiquitous Computing

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quick emails), etc. the coffee shop, mass transit, quick meeting or waiting period scenarios).

Why VC’s Don’t “Crossover” Invest

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Why is this?  If Acme Ventures has a new supply of capital with fund IV, wouldn’t they want to reserve some of that for companies in Fund III?

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Putting Twitter’s IPO in Perspective

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Twitter’s IPO has garnered a ton of attention in the tech and popular press. Three Ways to Make Money On the Consumer Internet.

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Ubiquitous Computing and the Misguided Frenzy About “Mobile”

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i*Pad [eye- pad ] noun – a $700 version of Words With Friends. First the enthusiasm. So what about the skepticism? But why is it harder?

Why Average VC Returns Don’t Really Matter

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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. And to be fair, the sector overall has done poorly in terms of returns in the last 10-12 years despite the fact that some funds (both established and new) have done very well.

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Great Companies and the Teams IN FRONT of Them

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It occurred to me that we usually refer to entrepreneurs associated with a startup as being “behind” the company or phenomenon.  As in Mark Zuckerberg, the Harvard drop-out behind Facebook or so-and-so, the folks behind startup X. mean this not simply as a paean for entrepreneurs.

The VC Shakeout: Are We There Yet?

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[ This also appears as a guest post at PandoDaily ]. Over the weekend, I read Sarah Lacy’s PandoDaily article that the VC shakeout is taking too long.  It’s rather thoughtful and definitely worth reading if you haven’t had a chance to yet. So what’s actually happening? The lights go off and whoever is still there moves on.

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When Does Zynga Become a Value Stock?

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Draw something… other than this painful chart. Zynga’s faced a lot of pressure in the public markets recently. 2.2-2.3B

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Facebook Paid

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Like most folks in the tech ecosystem, I’m still slightly slack-jawed this morning by the announcement late yesterday that Facebook is buying WhatsApp for approximately $19 billion in total consideration. As a thought exercise though I thought I’d try to put the valuation in perspective. billion in annualized revenue. billion for it.

The Unbundled Mobile Software Stack

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I’ve been using Google’s Chrome browser on my iPad Mini for about a month now. There are several things I prefer over Apple’s Safari, including the bookmark and search history sync with my other Chrome usage (on laptop) and some small UI touches. As we all know the mobile ecosystems have remained mostly walled gardens to date.

The Imperceptible, But Very Real Boom

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I believe we’re going to look back in 2-5 years and realize that we’ve been in a once a decade boom for internet & software startups. It doesn’t feel much like a boom actually. Remember when Groupon and Zynga were each going to be worth $20-30B? And of course Twitter filed confidentially for their IPO in September.

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Tacking Towards Founder

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One of the most common questions I get is “What’s the best career path to becoming a founder someday?”

Making Good Decisions Still Means You're Sometimes Wrong.

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Making Good Decisions Still Means You're Sometimes Wrong. December 13, 2011. One of the hardest things for me as a VC remains telling entrepreneurs I like and respect that we're passing on their investment round. often tell these

Boston Startup Talent: Leaky Bucket or Everlasting Spring?

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believe this is completely the wrong way to think about things. Far more than the number of my classmates who stuck around Philly after Penn.

Our Investment in Cloze ? AGILEVC

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Today Cloze has started to talk more publicly about their funding and also is starting to open their product more broadly.

Why Entrepreneur Advisors Matter

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As the holiday season is behind us and 2015 is firmly underway, we wanted to take a moment to both announce and celebrate the collection of top entrepreneurs who have agreed to return as our Entrepreneur Advisors. These individuals have all graciously agreed? to continue their prior commitments to NextView-backed startups and entrepreneurs. –?