Both Sides of the Table

FEBRUARY 14, 2010

One of our core tasks was “market analysis,&# which consistent of: market sizing, market forecasts, competitive analysis and then instructing customers on which direction to take. In 1999 I was in Japan doing a strategy project for the board of directors of Sony. And then they market the F out of that result.

Investment Bankers 415

Investment Bankers Mobile Software Review Japan 415

Both Sides of the Table

APRIL 2, 2010

This is part of my series on Understanding Venture Capital. Some wait 5-7 years but usually this is because it’s proving more difficult to raise a new fund due to market conditions or the lack of returns in their current fund. But you can do some focused Internet-based research before approaching the firms.

Venture Capital 269

Venture Capital Balance Sheet Early Stage Software Review 269

thebarefootvc

AUGUST 13, 2013

Whereas I may have seen a dozen companies in 1999 with a point solution in a particular area, now I see multiples. While there are some nuances in their solutions, these are not usually enough to validate so many startups in any given market, and larger companies are looking to snap up talent which is otherwise hard to recruit.

Advisory Board 70

Advisory Board Cloud Venture Capital Vertical 70

Both Sides of the Table

NOVEMBER 14, 2010

While many of my friends bragged about their 5 condos in Florida I kept talking about how the real estate market was in a bubble – their gains an illusion. above inflation yet in many markets in the US & Europe prices were rising at 10-25% per year. “Yeah, but there is a shortage of supply.

Florida 299

Florida Technical Review San Antonio Los Angeles 299

abovethecrowd.com

OCTOBER 17, 2013

In addition to market concerns, I had the unique experience of working with Dan Nordstrom and the team at Nordstrom.com in August of 1999. ecommerce Internet retailing Uncategorized Venture Capital Web/Tech Ecommerce Retailing Stitch Fix' and John Fleming, previously EVP of Walmart and CEO of Walmart.com.

eCommerce 62

eCommerce Technical Review North America San Francisco 62

Seeing Both Sides

APRIL 10, 2011

In May 1996, Open Market completed a successful IPO and more than doubled on the first day of trading, ending with a $1.2 billion market capitalization. But if that observation led them to refrain from investing in the Internet sector, they would have missed one of the most stunning legal creations of wealth in history.

IPO 48

IPO IRR Brazil Government 48

Both Sides of the Table

NOVEMBER 4, 2010

The framework of his book has profoundly altered how I think about the technology market and affects how I thought about building my businesses and how I think about investing in venture capital. Let’s start with the incumbents position in a market. I’ve characterized it in a chart below. So what did happen?

Vesting 376

Vesting Framework Revenue Technology 376

thebarefootvc

DECEMBER 16, 2011

Mobile Marketing Comes of Age: Retailers finally began to see the promise of location based applications and consumers changed their shopping behavior using their mobile devices. The list of applications to engage, empower and organize citizens continues to grow, and will be one of the most defining legacies of 2011.

Technical Review 110

Technical Review India Mobile Hockey Stick 110

Feld Thoughts

JULY 31, 2014

The prior fund that I had co-founded – Mobius Venture Capital – had blown up after having a very successful first fund in 1997. A year or two later they had less than 3% market share on mobile. Venture Capital fundraising VC' I remember a meeting with the Microsoft Mobile 6.0 They ignored us.

LP 155

LP Advisory Board Venture Capital Early Stage 155

Startup Professionals Musings

JANUARY 16, 2011

But before you jump on the bandwagon, you should consider the advice I saw recently from the maven of venture capital, William H. The timing of an IPO is driven heavily by the state of the economy in general and the stock market in particular, in concert with your profitability. The market is moving back up, but slowly.

IPO 223

IPO Social Media Media Exit Strategy 223

abovethecrowd.com

JANUARY 24, 2014

Even though things were frothy enough that the head of the federal reserve felt the need to talk down the market, the top was in fact many, many years away. And the venture capital firms that pulled back in 1996 missed the best three years of return in the history of venture capital industry. What was it in 2003?

Silicon Valley 74

Silicon Valley Venture Capital Employee Internet 74

www.inc.com

SEPTEMBER 24, 2011

Sales & Marketing | Wednesdays. SALES & MARKETING. Online Marketing. Internet and Online Business. Bringing Innovation to Market. a 50-employee provider of e-marketing solutions to small and midsize businesses, based in Needham, Mass. Get and keep customers with affordable online marketing tools.

Fractional CTO 40

Fractional CTO Equity Iowa Technical Cofounder 40

abovethecrowd.com

FEBRUARY 27, 2019

Fortunately, the rise of the Internet, and specifically Internet marketplace models, act as accelerants to the productivity benefits of the division of labour AND comparative advantage by reducing information asymmetry and increasing the likelihood of a perfect match with regard to the exchange of goods or services.

Internet 88

Internet Matching Vertical Hosting 88

ReadWriteStart

APRIL 26, 2012

In an interview with ReadWriteWeb, Davidson explains how the latest industry to receive the disruption treatment has been the venture capital business itself, with the epicenter of the quake right around San Francisco. When they exited the scene, the small IPO market followed suit. The question is why? Number of U.S.

IPO 115

IPO Stock San Francisco Lean 115

David Teten

FEBRUARY 6, 2013

David Teten, Partner, ff Venture Capital ; Chairman, HBS Alumni Angels of Greater New York. Karen Bantuveris has 15 years experience as a consultant in customer centric- leadership development, marketing strategy and business process design. Karen Bantuveris, CEO of VolunteerSpot ( ff VC and angel-backed startup with 2.5m

Private Equity 114

Private Equity North America Cofounder Angel Groups 114

VC Adventure

NOVEMBER 24, 2009

In the latest lob into the morass that has become somewhat of a sport amongst journalists and those that follow the venture capital industry, Carl Schramm and Harold Bradley write in BusinessWeek about “ How Venture Capital Lost Its Way ”. Venture capital funding is down - from an “astonishing” 1.1%

Venture Capital 48

Venture Capital Technology Advertising Internet 48

Campus Entrepreneurship

MARCH 19, 2012

(I was at the University of Chicago when a bunch distinguished professors created UNext.com during the late 1990s — BIG BUST just like the startup I joined in 1999). And Coursekit, a nascent challenger to Blackboard in the market for learning-management software. When the dot-com bubble burst, investors fled the market.

Indiana 54

Indiana Cofounder Chicago Venture Capital 54

Pascal's View

AUGUST 21, 2011

question in venture capital. This time, the debate centers on the “favored few” Social Media venture backed companies that have brought tremendous windfalls to a select group of venture funds and management teams, both pre- and post-IPO. It has been a private market phenomenon much more than a public market one”.

Valuation 50

Valuation Social Media Media IPO 50

This is going to be BIG.

NOVEMBER 7, 2011

Companies that find product/market fit deserve to grow--and if there are enough of those, there will be enough capital to follow them. Public market holdings aren't dominated by internet companies with questionable business models the way they were in the late 90's. stock market."

Angel Investor 104

Angel Investor Valuation Startup Revenue 104

thebarefootvc

JANUARY 1, 2013

I invested in Silicon Valley from 1999-2003 and in NYC pre and post 2008 financial crisis. Given the growth of the Internet, fueled by smartphones and high speed broadband, it’s no surprise that the tech world has been awash in capital in the past few years. Put in time to know your market and customers.

Silicon Valley 84

Silicon Valley United States Portfolio Internet 84

thebarefootvc

JULY 3, 2016

New funds have popped up in increasing numbers over the last few years – but I saw gaps in the market that needed to be filled. There is still a lot of work ahead, but the market has been overwhelmingly responsive to the original thesis. And…I wanted to have fun and work with great people while doing so.

North America 40

North America Early Stage New York City Portfolio 40

thebarefootvc

FEBRUARY 3, 2016

New funds have popped up in increasing numbers over the last few years – but I saw gaps in the market that needed to be filled. There is still a lot of work ahead, but the market has been overwhelmingly responsive to the original thesis. And…I wanted to have fun and work with great people while doing so.

North America 40

North America Early Stage New York City Portfolio 40

ConversionXL

JANUARY 16, 2019

Inbound marketing. Conversational marketing. Those brands, in turn, have nurtured and sustained the intellectual capital of the phrase. In retrospect, brand-owned terms feel inevitable: What could modern marketing be other than inbound marketing? Drift “conversational marketing” 0.70 Growth hacking.

Naming 119

Naming Conversion Flash Cofounder 119

David Teten

FEBRUARY 3, 2014

Prior to joining ff Venture Capital , I published the first-ever study of how private equity and venture capital funds originate new investments, with my coauthor Chris Farmer , CEO of SignalFire and an experienced VC. ff Venture Capital. First Round Capital. Acquirer/ Investor. 2009) [ii].

Private Equity 114

Private Equity Venture Capital Technical Review Equity 114

Both Sides of the Table

JANUARY 16, 2012

There is all sorts of advice on the Internet about how to raise capital. I’ve raised money as a “hot company” and I’ve raised capital when no one would return my phone calls. I’ve raised in boom markets and when everybody thought the Internet was a fraud. REAL information.

Developer 366

Developer Silicon Valley PR Las Vegas 366

SoCal CTO

OCTOBER 5, 2010

Shortly after we sold Opsware to Hewlett-Packard, I had a conversation with the legendary venture capitalist Doug Leone of Sequoia Capital. Coworking Spaces - A VC : Venture Capital and Technology , September 2, 2010 I've never been much of a fan of incubators. Simply put, there is no market for RSS.

Technology 191

Technology Product San Francisco CTO Hire 191

Altgate

JANUARY 18, 2009

I confess that when I first bought the book in 1999, it took me a full year to read it as it sat in my “reading rack&# in my bathroom. I read this book in 1999 at the height of the internet bubble and still wasn’t smart enough to short the market in time. But even that doesn’t go far enough.

Mississippi 28

Mississippi Venture Capital Green Internet 28

Reid Hoffman

MAY 16, 2020

At the same time, I was beginning to realize that the Internet was fundamentally different from closed, proprietary online services like CompuServe or eWorld. Because of the Internet — and especially because of the World Wide Web — things were starting to move very quickly in Silicon Valley in 1995. Trust your allies too.

Silicon Valley 69

Silicon Valley Internet Networking Salary 69

abovethecrowd.com

APRIL 20, 2016

Why the Unicorn Financing Market Just Became Dangerous…For All Involved. In February of last year, Fortune magazine writers Erin Griffith and Dan Primack declared 2015 “ The Age of the Unicorns ” noting — “Fortune counts more than 80 startups that have been valued at $1 billion or more by venture capitalists.” Emotional Biases.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

online.wsj.com

JULY 11, 2012

The Wall Street Journal is phasing out support of the Internet Explorer 6 (IE6) browser. Internet Explorer. Loading… Markets. Over the past two years, one of the most influential venture-capital firms has turned the usual rules of start-up investing on its head. An important message from The Journal.

Silicon Valley 42

Silicon Valley Founder Software Review Technical Review 42

VC Cafe

OCTOBER 18, 2011

He worked his way up the corporate ladder; in 1998 he became VP of the Digital TV platform strategy, which did not pan out, and in 1999 he found an opportunity in Microsoft Internet (MSN) international. Venture capital, the money that is invested into startup companies, is shrinking. The base of our industry is weakening.

Venture Capital 100

Venture Capital New Zealand Startup 100

Both Sides of the Table

JANUARY 31, 2010

Mine started this way … I started my first company in the “go-go years&# of the Internet: 1999. We raised a seed round of capital in 1999 and our first venture capital round was the first week of March 2000 (e.g. a few days before the wheels came off of the market).

Entrepreneur 308

Entrepreneur Silicon Valley San Diego Non-Compete 308

Seeing Both Sides

MAY 26, 2009

billion, as the company has successfully “grown into its valuation” and become the leading in the content delivery market).   At $20-30 billion per year, the venture capital industry as a whole remains a “drop in the bucket” in terms of capital deployed relative to the over trillion dollars sitting in private equity firms. 

Private Equity 20

Private Equity Boston Massachusetts IPO 20

Feld Thoughts

APRIL 7, 2017

Many Internet companies are struggling. We took Interliant public in 1999 on the second attempt (the SEC didn’t clear the filing until a week after the end of the first road show, our first of many misfires with Merrill Lynch, who was our lead banker.) billion market cap) in the spring of 2000. I was exhausted.

SEC 148

SEC New York Venture Capital Partner 148

Scalable Startup

FEBRUARY 1, 2013

And then five years later computers became — they dropped half in price and then the big insurance companies could buy them, and that’s when Thomas Watson, who ran IBM at the time, was quoted as saying, “There’s only a market need in the world for five computers.”. So GoodData is at the intersection of kind of marketing and business.

Software Review 22

Software Review Startup Venture Capital Stock 22

Steve Blank

JUNE 29, 2009

Reply 7thpixel , on June 29, 2009 at 10:23 am Said: My first start up in 1999 I was employee #10 or so and signed up for a Graphic Designer position. No internet, no blogs, no books [.] 2 weeks in they had outsourced my job, which lead to an awkward conversation. Thanks Steve, Great insight.

Agile 245

Agile Silicon Valley RSS California 245

David Teten

JANUARY 8, 2013

For example, many leading VCs, including First Round Capital and ff Venture Capital , have made their websites hubs for job-seekers, because their portfolio companies by definition are growth firms constantly in need of the best talent. For example, an increase in internet traffic is usually a sign of customer traction.

Private Equity 114

Private Equity Social Media Equity Media 114