Feld Thoughts

FEBRUARY 9, 2016

Once again, as we find ourselves in the middle of a significant public market correction, especially around technology stocks, there’s an enormous amount of noise in the system, as there always is. Then, if you end up doing a down round, it suddenly matters a lot. Go read it now – I’ll wait.

Cap Table 70

Cap Table Down Round Liquidation Preference Founder 70

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

AUGUST 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

thebarefootvc

JULY 26, 2015

After a tumultuous week in global markets, today the US stock market ended higher on the session. As a former investment banker who followed the markets closely once upon a time (especially when I was in the midst of public market M&A transactions), I now have the luxury of watching from an arm’s length.

Marketing 40

Marketing Investment Bankers Valuation China 40

abovethecrowd.com

APRIL 20, 2016

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. In late 2015, many public technology companies saw a significant retrenchment in their share prices primarily as a result of a reduction in valuation multiples. With the public markets down, these groups began writing down Unicorn valuations.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Scalable Startup

FEBRUARY 1, 2013

Marc Andreessen: So the computer industry started in 1950 and basically ran for 50 years with the same model, which was a model where all of the new computers, all the new technology, all the new software started out being sold for the highest prices to the biggest organizations. So originally the customer was the Department of Defense.

Software Review 22

Software Review Startup Venture Capital Stock 22