Both Sides of the Table

JULY 16, 2010

But VC is an “illiquid asset&# so funds didn’t disappear quickly - In 2000/01 the stock market quickly adjusted punishing investors in the NASDAQ and in individual public technology stocks. side note: our last fund at GRP Partners is currently ranked as the 5th best performing fund of the year 2000. That’s OK.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Both Sides of the Table

APRIL 2, 2010

It’s also meaningless if they had four $200 million funds and the last one they closed was in 2000. 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. What is a VC fund?

Venture Capital 269

Venture Capital Balance Sheet Early Stage Software Review 269

Agile VC

MAY 26, 2011

Silicon Valley is still emerging from the tech bubble and massive downturn of late 2000-2002. I certainly bear no ill will to the various firms that ultimately passed on our fundraise… as a seed stage VC myself now I can appreciate how hard it is evaluating companies at the earliest stages of development. [link] Terence Donnelly.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Agile VC

JULY 11, 2012

You can learn as much from these cautionary tales as you can from the enduring successes, plus studying a broad sample of firms helps avoid drawing false conclusions due to survivorship bias. There are a number of VC firms that had extraordinary success in enterprise software, telecom equipment, and semiconductors in the 1990s.

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240