ReadWriteStart

AUGUST 16, 2019

. ” Before acquisition the then SeedInvest CEO Ryan Feit previously said , “With over 37,000 accredited investors, SeedInvest is by far the largest platform in terms of the number of high net worth investors. ” Platforms are changing; not all platforms are the same.

Artificial Inteligence 115

Artificial Inteligence Accredited Investor Startup SEC 115

VC Cafe

MARCH 8, 2010

billion (net management fees and operational expenses). Koby Simana, IVC CEO, said: “foreign institutional investors – who before the crisis had been the lead source of capital invested in Israeli funds – have suffered serious losses due to the credit crunch.

IRR 74

IRR Venture Capital Institutional Investors 74

Berkonomics

AUGUST 3, 2023

However, most often, these funds are solicited by a well-meaning entrepreneur from investors who are not qualified as accredited investors under the law (currently requiring a proved income of $200,000 a year or $1 million in net worth for an individual investor).

Private Equity 118

Private Equity Valuation Cap Table Accredited Investor 118

David Teten

MARCH 24, 2014

For Professional Institutional investors: agency risk is a huge problem. For family offices / high net worth investors: the fact that some funds succeed with high returns motivates those with gambler mentalities to chase hot managers or to think that they can use their luck / smarts / intelligence to find the best managers.

Software Review 114

Software Review Due Diligence Venture Capital Portfolio 114

abovethecrowd.com

JUNE 2, 2021

Would that help retention and NPS (Net Promote Score)? On the demand side, the IPO process is limited to a handful of institutional investors and also ignores the vast majority of retail investors. Many, many more investors are locked-out of the process than are invited to participate. Would they be loyal?

IPO 82

IPO Customer Matching Silicon Valley 82

Austin Startup

APRIL 1, 2017

If in reading the above, you feel the advice carries a perspective that is a tad too cynical and untrusting, I suggest that you go talk to multiple founder CEOs who have gone through rounds of funding with institutional investors. But institutional investors have a job to do, and it’s not to be your BFF.

Term Sheet 48

Term Sheet Institutional Investors Technical Review Lead Investor 48

Rob Go

OCTOBER 14, 2012

About 75% of the portfolio companies that are at least 6 months old have successfully raised series A’s from good institutional investors at a nice valuation step-up from our initial investment. Net net, I think things have gotten much better for entrepreneurs, which is a good thing for us overall.

New Hampshire 50

New Hampshire Croatia Omaha Portfolio 50

Startup Professionals Musings

OCTOBER 27, 2013

I still get a lot of questions on these mysterious and often invisible investors, so here is another attempt to bring them out of the ether. By definition, an angel investor is not an “institutional investor.” Angels are typically high net worth individuals who are investing their own money, for a wide range of motives.

Matching 253

Matching Advisory Board Angel Investor Database 253

Startup Professionals Musings

MARCH 27, 2017

I still get a lot of questions on these mysterious and often invisible investors, so here is another attempt to bring them out of the ether. By definition, an angel investor is not an “institutional investor.” Angels are typically high net worth individuals who are investing their own money, for a wide range of motives.

Advisory Board 120

Advisory Board Angel Investor Database Institutional Investors 120

OnlyOnce

JULY 13, 2017

I have a lot of institutional investors in our cap table at Return Path. One was from one of our institutional investors, sharing guidelines and timetables for doing CEO reviews across its portfolio. It even had the Net Promoter Score question of would I recommend this investor to another entrepreneur!

Institutional Investors 48

Institutional Investors Cap Table Portfolio .Net 48

Startup Professionals Musings

SEPTEMBER 21, 2012

I still get a lot of questions on these mysterious and often invisible investors, so here is another attempt to bring them out of the ether. By definition, an angel investor is not an “institutional investor.” Angels are typically high net worth individuals who are investing their own money, for a wide range of motives.

Angel Investor 245

Angel Investor Advisory Board Database Institutional Investors 245

This is going to be BIG.

OCTOBER 5, 2012

He shepards you through a sales process and the family nets about $390 million after taxes. If anyone has any solutions to this, as a former institutional investor myself, I'm all ears--especially if we think that the best fund opportunities are the smaller ones. It's time to think about selling the company.

LP 97

LP Venture Capital Technical Review Nebraska 97

YoungUpstarts

FEBRUARY 13, 2017

Many potential investors tend to shy away from the market because they don’t think they have enough trading/investment capital to get an audience with the top-tier investment managers on Wall Street. Wall Street is also not helping matters with its focus on exclusive products for Ultra-high net worth individuals.

Investment Bankers 113

Investment Bankers Marketing Startup Institutional Investors 113

Startup Professionals Musings

JULY 23, 2011

I still get a lot of questions on these mysterious and often invisible investors, so here is another attempt to bring them out of the ether. By definition, an angel investor is not an “institutional investor.” Angels are typically high net worth individuals who are investing their own money, for a wide range of motives.

Angel Investor 242

Angel Investor Advisory Board Startup Database 242

View from Seed

OCTOBER 29, 2014

The nature of LP investors can vary widely, but the bulk of the capital in the VC ecosystem comes from large institutions like pension funds, endowments of universities and hospitals, charitable foundations, insurance companies, very wealthy families (aka family offices), and corporations. The first is a staff constraint.

LP 335

LP Private Equity Institutional Investors Venture Capital 335

David Teten

DECEMBER 3, 2019

Excel and Google simply aren’t going to cut it if you expect to build a high quality institutional investor base.”. Beacon technology system , which automatically outbound-solicits a universe of over 10,000 institutional investors, without requiring LPs to register for an online network of funds. .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Austin Startup

JUNE 14, 2017

Even with modern technology that enables casting a wider net for your market reach, most professionals rely significantly on a local client base. It’s also why true startup lawyers — corporate lawyers with a focused practice in emerging tech and venture-backed companies — generally exist only in cities with dense startup ecosystems.

Silicon Valley 48

Silicon Valley Houston San Antonio Austin 48

Haystack

OCTOBER 2, 2019

What I will say is many institutional investors require them, and fair or not, most investors view the pitch deck as a proxy for how the founders will present to customers. Simply asking folks to use a standard format like PDF would make a world of difference. We won’t get into that here.

Deal Flow 106

Deal Flow Cap Table Early Stage Institutional Investors 106

VC Cafe

JUNE 19, 2020

There’s an increasing interest from institutional investors in particular, but also high-net-worth individuals, private banks and a variety of other players who are thinking to make more impact investments than we’ve seen in the past couple of years.”. Business as usual is no longer an option,” they conclude.

Venture Capital 174

Venture Capital Global South Africa 174

Startup Professionals Musings

JUNE 27, 2010

I still get a lot of questions on these mysterious and often invisible investors, so here is another attempt to bring them out of the ether. By definition, an angel investor is not an “institutional investor.” Angels are typically high net worth individuals who are investing their own money, for a wide range of motives.

Angel Investor 227

Angel Investor Advisory Board Database Institutional Investors 227

Agile VC

OCTOBER 29, 2014

The nature of LP investors can vary widely, but the bulk of the capital in the VC ecosystem comes from large institutions like pension funds, endowments of universities and hospitals, charitable foundations, insurance companies, very wealthy families (aka family offices), and corporations. The first is a staff constraint.

Venture Capital 279

Venture Capital LP Private Equity Institutional Investors 279

David Teten

JULY 12, 2017

When I meet with other VCs, family offices, and other institutional investors, the most common question I get is: “What are the highest-potential companies in your portfolio which are raising now?”

Syndicate 60

Syndicate Syndication Institutional Investors LP 60

Berkonomics

JUNE 8, 2017

However, most often, these funds are solicited by a well-meaning entrepreneur from investors who are not qualified as accredited investors under the law (currently requiring a proved income of $200,000 a year or $1 million in net worth for an individual investor). It’s an option, even though an expensive one.

Private Equity 106

Private Equity Valuation Cap Table Accredited Investor 106

Startup Company Lawyer

MARCH 12, 2009

If a C corp generates net operating losses rather than net income, these are carried forward to offset future corporate taxable income. Most venture and institutional investors favor C corps because they may have separate classes of stock, allowing for the creation of various levels of preferences, protections, and share valuations.

LLC 61

LLC Stock Options Preferred Stock Stock 61

David Teten

NOVEMBER 15, 2013

Since I became an institutional investor, my #1 learning is: this is a highly unusual and somewhat baffling industry. Disruptable Pattern #5: Institutional investors are eager to cut larger checks rather than smaller ones. I don’t think that a Net Present Value calculation is appropriate for every company.

Management 114

Management Pre-Money Valuation Venture Capital New Hampshire 114

YoungUpstarts

JUNE 28, 2012

Sustainability initiatives can reduce costs, improve efficiency, and create other net business benefits. That, however, is changing, as more mutual fund companies and other institutional investors recognize that companies providing evidence of improved ESG practices and performance may offer superior investment returns and lower risks.

Green 154

Green Institutional Investors Employee Hosting 154

Austin Startup

JUNE 4, 2017

It’s possible I could have had more success on cold prospecting if I had cast a much wider net or if I was willing to automate the emails but I dislike being on the receiving end of automated pitches so I wasn’t willing to do that. Startup deal flow is the least important thing in a non-institutional (angel) investor’s life.

Austin 54

Austin Institutional Investors Angel Groups Deal Flow 54

ithacaVC

JUNE 28, 2011

In the financing there are 3 institutional investors and 4 high net worth individuals. Even is the Series B is an “up” round (simply meaning that the per share price of the Series B is higher than that of the Series A), some investors might not want to participate.

Warrant 53

Warrant Common Stock Liquidation Preference Institutional Investors 53

K9 Ventures

MAY 14, 2011

Angels : Angels are individual investors, who are investing their own capital and doing so on a part-time basis. This in theory is very similar to the behavior of institutional investors, however, there is one big difference. Most angels will usually invest under $50K per investment.

Preferred Stock 125

Preferred Stock Seed Stage Incubator Early Stage 125

ReadWriteStart

APRIL 5, 2012

During a 25-year span of time until 2005, their final report noted, nearly all net job growth in the U.S. But the relaxation itself comes with limits, Mitchell tells us - limits that maintain the spirit in which the reporting rules were created, and which many investors actually insisted should remain.

IPO 118

IPO SEC Silicon Valley Startup 118

David Teten

AUGUST 21, 2019

Companies Lighter Capital has funded on average have negative 14% net margins.” A company with that mindset is dramatically less risky, because it’s not dependent on the financing markets for continued viability. Profitability is not required , unlike many traditional lenders.

Revenue 60

Revenue Liquidation Preference Equity Cofounder 60

Gust

OCTOBER 26, 2011

In most VC and angel financing transactions, there are three pieces to this puzzle: (1) the Company requires investors to make certain representations in the purchase agreement (e.g., Next section: Amendment.

Finance 79

Finance Term Sheet Covenant Accredited Investor 79

Rob Go

NOVEMBER 30, 2012

The strategy behind that is that there is a much higher probability of catching a super-outlier if you cast a wide net. This, coupled with greater discipline among dedicated seed funds means that the difficulty of raising seed capital from good institutional investors will increase.

Seed Stage 55

Seed Stage Pre-Money Valuation Dilution Early Stage 55

Up and Running

DECEMBER 9, 2014

That’s because I think that sales and revenue solves a whole bunch of problems for companies, sometimes it creates [crosstalk 00:38:16] them but the majority is that it solves them is that I use for us a metric called Our Net Subscription Revenue Growth. What that does is that encompasses [inaudible 00:38:32].

Small Business 95

Small Business Finance Forecast Metrics 95