Both Sides of the Table

APRIL 2, 2010

Unfortunately over the period of 2000-2010 the VC industry hasn’t performed well and therefore the number of funds going forward is likely to reduce greatly. A fund size of $25 – $100 million in normally an “early stage&# fund that is likely to do seed investments and/or smaller A round investments.

Venture Capital 269

Venture Capital Balance Sheet Early Stage Software Review 269

Agile VC

MAY 26, 2011

I thought I’d revisit it and share the story… First, you have to rewind mentally to early 2003. is the leading consumer internet company with Terry Semel as CEO. To give you a sense, for 2002 the entire US online ad market was $6B and had shrunk year over year (it was $25B+ for 2010). link] leehower.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Feld Thoughts

JULY 12, 2016

If we fund an early stage startup company today and it’s hugely successful, it’ll be coming into its own in 2025. The last was dinner with Alex Rigopulos, the co-founder of Harmonix, which he co-founded with Eran Egozy in 1995, sold in 2007, bought back in 2010, and is still running today. Ponder that for a moment.

Boston 70

Boston Cofounder Early Stage Founder 70

thebarefootvc

JULY 3, 2016

New York City : NYC is growing as a startup hub; yet early stage (seed, small A rounds) institutional capital has not kept up with the local growth. This global reach is a new model of early stage venture, one that we believe we will see more of in the future. In fact, only 13% of VCs investing in the US are based in NYC.

North America 40

North America Early Stage New York City Portfolio 40

thebarefootvc

FEBRUARY 3, 2016

New York City : NYC is growing as a startup hub; yet early stage (seed, small A rounds) institutional capital has not kept up with the local growth. This global reach is a new model of early stage venture, one that we believe we will see more of in the future. In fact, only 13% of VCs investing in the US are based in NYC.

North America 40

North America Early Stage New York City Portfolio 40

Both Sides of the Table

DECEMBER 13, 2010

By 1999 we had grown into the largest independent consulting firm in the world. By 1999 it seemed like everybody was growing, though. Increasingly it became difficult to tell any system integration company apart and there was a whole new breed of competitors in the market helping companies build Internet businesses.

Turkey 302

Turkey Differentiation IP Technical Review 302

Both Sides of the Table

MAY 23, 2012

So of course returns from 2000-2010 were subpar on average for the industry. By 2010-2011 this had shrunk by half again, averaging under $15 billion. In 1998 it was 150 million, 1999 250 million and by 2000 it had crossed 350 million. By the end of 2011 the Internet population was estimated at 2.3 Today’s Normalization.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347