Both Sides of the Table

APRIL 27, 2010

I didn’t mean to be so insulting and I didn’t mean for the net to be cast so wide that many people wondered whether I was talking about them when I was speaking of “job hoppers.&# I learned a lot from reading the comments. and we ultimately sold when we hit $14 million and had more than $30 million in backlog revenue.

Venture Capital 285

Venture Capital Hiring Software Review Stock Options 285

Both Sides of the Table

SEPTEMBER 2, 2009

The net effect for [my company] for example is we are now doing reasonably well. We should end the year with a few million in fully recurring revenue and we’re projected to double next year. But more spend = more viral opps = more revenue down the road. >50% of our revenue in now viral. Probably revenue based.

Founder 329

Founder Liquidation Preference Term Sheet Participating Preferred 329

Eric Friedman

AUGUST 18, 2021

I lovingly call him the curmudgeon of fintech – in this episode we go deep into how he is building a venture capital firm and practice, not just running a fund and how he views the world of fintech investing. One of the ones that really bothers me is how Venture Capitalists try and conflate what they do as being complicated.

Silicon Valley 88

Silicon Valley Venture Capital Cofounder Africa 88

Both Sides of the Table

JULY 16, 2010

The VC industry grew dramatically as a result of the Internet bubble - Before the Internet bubble the people who invested in VC funds (called LPs or Limited Partners) put about $50 billion into the industry and by 2001 this had grown precipitously to around $250 billion. What accelerated this was the collapse of the public stock markets.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Ben's Blog

MARCH 24, 2011

Let’s look at public market comparables and venture capital flows to see if we can find a match. Venture capital flows. A basic driver for a private technology market bubble is the over-supply of venture capital into the sector. If too much venture capital hits the streets, valuations will bubble up.

Technical Review 78

Technical Review Venture Capital Valuation Database 78

BeyondVC

JANUARY 3, 2019

For the more advanced enterprises who have migrated to the cloud, this will be a year of net new technology and building applications. The 10 year bull market where every company’s revenue chart is up and to the right is over. Look at 2001 and 2008’s Lehman collapse and Sequoia RIP Good Times deck for lessons learned.

Stealth 79

Stealth Advisory Board Cloud Virginia 79

Both Sides of the Table

OCTOBER 14, 2015

One of the points I tried to make is that as venture capital investors as an industry we seem to have a healthy disdain for public market investors. ” It goes like this: What is your net burn rate? What is your revenue growth rate and what does this imply about your number of months of capital remaining?

Burn Rate 150

Burn Rate San Francisco Private Equity LP 150