Startup Professionals Musings

FEBRUARY 13, 2011

Since Keiretsu Forum’s founding in 2000, its members have invested over $200M in 260 companies in technology, consumer products, healthcare/life sciences, and real estate. This one claims to be the world’s largest angel investor network, with 850 accredited investor members throughout twenty one chapters on three continents.

Angel Investor 255

Angel Investor North America South America Accredited Investor 255

Both Sides of the Table

APRIL 20, 2011

One example is that they introduced a program where their founders can pool together shares from their company and exchange them for a small portfolio of other First Round Capital companies. Infonautics went public in 1996 and Half.com was sold to eBay in 2000. I'm a huge fan of this innovation. and Half.com.

Pre-Money Valuation 284

Pre-Money Valuation Technical Review Cofounder Cram Down 284

Feld Thoughts

JANUARY 2, 2023

For those of you older than 40, it sort of felt like 2000. I have 14 other stories from the companies in our portfolio that I’m responsible for. Almost all of the prognosticating I heard in 2022 was similar to what I heard and often said in 2000. If you are younger than 40, a massive tech bubble just burst.

Valuation 172

Valuation Revenue Portfolio Leadership 172

Agile VC

OCTOBER 23, 2012

And even if they wanted the index return, there is essentially no way to buy (or sell) a broad-based basket of VC funds in the way you can trade the S&P 500 or Russell 2000 or other public equity index. LPs investing in venture hold a subset of all the funds in the VC universe by design (see #4 & 5).

LP 176

LP Accredited Investor Carried Interest Portfolio 176

Feld Thoughts

JUNE 9, 2021

I’ve been working with Matt since 2000. If you are looking to expand your leadership team or board , are looking for a part-time executive role or board role , or are an investor looking for fractional executives to join your portfolio companies , you should become part of the Bolster network right now.

Fractional CTO 70

Fractional CTO Cofounder Startup Lead Investor 70

Steve Blank

MARCH 31, 2014

I’m honored to be at a university noted for knowledge, and in a city with 2000 years of history – home of Gaudí one of the 20 th century’s greatest innovators. Third, smart companies manage an innovation portfolio where they can pursue potential disruption in a variety of ways. Thank you for the kind introduction.

Private Equity 325

Private Equity Metrics China Intellectual Property 325

Steve Blank

SEPTEMBER 14, 2009

Over the same 30 years, Venture Capital firms have honed their skills and strategies to match Wall Streets needs to achieve liquidity for their portfolio companies. The IPO Bubble – August 1995 – March 2000 In August 1995 Netscape went public, and the world of start ups turned upside down. What Do VC’s Do?

Silicon Valley 217

Silicon Valley IPO Technical Review Venture Capital 217

OnlyOnce

OCTOBER 31, 2013

Fred Wilson has been a venture investor and director in Return Path since 2000, first with Flatiron Partners and then with Union Square Ventures. Look for VC portfolios that have a lot of “like” companies (B2B, B2C, media, tech, etc.). Selecting Your Investors. We’ve been through a lot of wars together.

Valuation 133

Valuation Term Sheet B2C Security 133

Startup Professionals Musings

DECEMBER 27, 2014

Examples of some leaders in this space include Ron Conway in Silicon Valley and Brian Cohen , chairman of the New York Angels, who each may have over 500 startups in their portfolio. VCs are committed to servicing existing portfolios. Individual angel investors have been filling the gap, and now match VCs in total amount invested.

Angel Investor 260

Angel Investor Silicon Valley Startup Portfolio 260

YoungUpstarts

DECEMBER 7, 2019

Established in 2000 in Russia, the MetaQuotes Software Corporation has arguably revolutionised mobile trading in developed companies across the globe. As a result of this, MT4 users are able to seamlessly build diversified trading portfolios over time, in line with their evolving knowledge base and growing practical experience.

Russia 147

Russia Security Portfolio Software 147

Version One Ventures

OCTOBER 15, 2020

Up until late August, Lightning Labs had capped the channel capacity and payment size for users of their popular implementation of the network to ~$2000 USD and ~$500 respectively to better protect user funds with experimental software. . Other businesses are pushing mainstream Lightning adoption for shopping.

Networking 168

Networking Global OTC Security 168

K9 Ventures

SEPTEMBER 8, 2015

2) New market (less common form, examples are Lyft and eShares) and 3) New business model (least common, non-K9 portfolio examples are PriceLine and SolarCity). We grew it to just under 20 people and were acquired at the height of the bubble in 2000. We don’t have categories of interest. I started my first company when I was 20.

San Francisco 48

San Francisco Early Stage Portfolio Software Engineering 48

David Teten

SEPTEMBER 16, 2014

To succeed in the space, angels must have a high risk tolerance, a large bank account to weather losses, and most important, a diverse enough portfolio to handle losing money on most of your investments. Of course, investing in a diversified portfolio is a significant time commitment. approx 2004-09. More than 90% of startups fail.[2]

Angel Investor 114

Angel Investor Technical Review Venture Capital Pre-Money Valuation 114

Babbling VC

MAY 19, 2012

Without sounding all grim, I want to just reiterate what I told a ton of my portfolio companies back in 2000. Nor should you make any major decisions based on what Facebook did. Learn where you can but do not consider them your peer. . There will be wild successes and overnight millionaires. Keep at what you are doing regardless.

Silicon Valley 81

Silicon Valley Technical Review IPO Social Network 81

Both Sides of the Table

JULY 29, 2010

The A round was done in February 2000 (end of the bull market) and my B round was done in April 2001 (bear market). So in the video I talked about the “stack rank&# of intros: portfolio companies, entrepreneurs, lawyers as the main ones and other investors as the secondary way. I eventually needed more money. Tough, but true.

Venture Capital 282

Venture Capital Term Sheet Valuation Stock Options 282

The Equity Kicker

MAY 7, 2013

These firms have had a significant impact on growth over the last 20 years through the bubbles and crashes they create – e.g. the Long-Term Capital Management crash of 1998, the Dot-Com crash of 2000, and the housing meltdown of 2008.

Development Team Review 94

Development Team Review Business Plan Agile Operations 94

VC Adventure

APRIL 2, 2020

For example, I also generally point out that despite most investors saying this, the vast majority are hitting pause on new investments for a bit (say 1-2 months, but who really knows) while they both focus on their existing portfolio and the decisions that need to be made in the near term about cash preservation, PPP loans, etc.

Valuation 118

Valuation Portfolio Database Early Stage 118

crowdSPRING Blog

MAY 16, 2014

How To Use Portfolio Theory At Your Startup | by Chris Yeh – crowdspring.co/1jkfmFu. 786,000 Americans bike to work, up 60% since 2000 – crowdspring.co/RvNk49. (And The “Problem” With The S+M=ACV Axiom) | saastr – crowdspring.co/1nEMgpF. Three Mysterious Philanthropists Fund Fourth-Largest U.S.

Social Media 92

Social Media Small Business Design Media 92

Where to Play

AUGUST 18, 2020

In 2000, they included tentage into their portfolio and since then they have established themself as a premium brand in marriage event management. Their root lies in a small ice-cream manufacturing and sale unit which was established back in 1988.

Pakistan 62

Pakistan Sales Cycle Marketing Technical Review 62

Both Sides of the Table

JUNE 27, 2011

And these ideas have ways of seeping into board discussions with portfolio companies as in, “have you ever thought about trying A, B or C?&# I know because I did this in early 2000. Most ones that I know have very high ethical standards so I’m not concerned about that.

Early Stage 380

Early Stage Stealth Marketing Startup 380

The Startup Magazine

MARCH 18, 2020

The journey towards retirement can be aong and sometimes bumpy one, and sometimes your portfolio can take a few hits a long the way. It should be stated that the stocks have practically always been good assets to own because they have survived big crashes before like 1929, 2000 and 2008.

Stock 116

Stock Portfolio Reputation Government 116

Genuine VC

AUGUST 3, 2012

For us, the investment is certainly fresh and newest in our portfolio, but it also feels familiar. CEO Anne Raimondi and my partner Rob were colleagues together at eBay in the early 2000’s before she went on the lead product and/or marketing at many household internet names like Zazzle, InsiderPages, and SurveyMonkey.

Seed Stage 199

Seed Stage Cofounder Portfolio Curation 199

Steve Blank

JULY 15, 2010

The two decades from 1979 when pension funds fueled the expansion of venture capital to 2000 when the dot-com bubble burst were the Golden Age for entrepreneurs and venture capital firms. VC’s invested their limited partners’ “risk capital” in a portfolio of startups in exchange for illiquid stock. Take a look at the chart below. (It

Venture Capital 297

Venture Capital IPO Liquidity Event Entrepreneur 297

Ben's Blog

JANUARY 31, 2012

This approach has already lead to some stunning results: In 2011, we hosted over 600 portfolio presentations to corporate customers and partners at our office in Menlo Park. These presentations resulted in more than 3,000 introductions between portfolio companies and prospective Fortune 500/Global 2000 senior executives.

Venture Capital 78

Venture Capital Portfolio Cofounder Partner 78

Both Sides of the Table

FEBRUARY 27, 2011

But privately here is what I say every week, “I was at the dot com cocktail party in 99-2000. Balance your portfolio with ultra-safe investments. I decided to stop talking about this publicly because I realized that nobody likes to hear this. We were all drunk & stupid. The hangover was sure painful for everybody involved.

Southern California 267

Southern California Angel Investor Early Stage Silicon Valley 267

500hats.com

AUGUST 2, 2012

While a flood of new VCs came into existence during the late 90’s internet boom, many had difficulty raising new funds after the crashes of 2000-2001 and 2008 , and as a result significantly fewer fund managers exist now compared to a decade ago. In the past ten years there have been several dramatic changes in venture capital.

Silicon Valley 74

Silicon Valley Early Stage Venture Capital Valuation 74

ConversionXL

JANUARY 18, 2022

Jeff Bezos’s private space technology company Blue Origin was founded back in 2000. It helps them audit existing content portfolios (blog posts, landing pages, etc.) You’d think that no one could recreate a product so sophisticated and advanced as space rockets, right? In 2002, Elon Musk created Space X.

Marketing 109

Marketing Social Media Non-Compete Audience 109

The Equity Kicker

JULY 8, 2019

From around 2000, and perhaps coinciding with the need to work harder to win deals as opportunities dried up after the internet bubble burst, individual partners at VC firms began adding ‘helping CEOs win’ to their job descriptions. . Building platforms. They called them ‘Platform Teams’ and the value they add varies between funds.

Portfolio 84

Portfolio LP Venture Capital Partner 84

YoungUpstarts

OCTOBER 30, 2017

The CEO of Blockbuster, John Antioco, said in 2000, “Redbox and Netflix aren’t even on the radar.”. My down payment from mowing lawns was only $3,000, but set the pace for me to find my next investment and grow what became a multi-million dollar portfolio.

Entrepreneur 203

Entrepreneur Oregon Early Stage Texas 203

Ben's Blog

JUNE 18, 2011

In the last bubble, the S&P hit 44x in January 2000. In 2000, I was CEO of the first cloud computing company, Loudcloud, where the price for a customer running a redundant version of a basic internet application was approximately $150,000 per month. Currently, the S&P is trading at 22x. The internet is working.

Technical Review 76

Technical Review Software Review Valuation Internet 76

David Cohen

MARCH 30, 2020

In 2000, the Internet bubble burst. We raised a lifetime grand total of $100,000 for that business in the form of advance payment from early customers. In 1999, we sold that business and I started angel investing. By 2002 the NASDAQ had fallen by nearly 80%. Starting a tech company after this? Or even working for one? You must be nuts.

Founder 174

Founder Valuation Startup IP 174

BeyondVC

JULY 7, 2010

This was the year 2000 and the idea was that Metapa would allow any company to send any media asset over any content delivery network and our service would automatically transform the asset for viewing anywhere.

Portfolio 109

Portfolio Open Source Architecture Database 109

ReadWriteStart

AUGUST 20, 2012

In 2000, venture capitalists poured a staggering $112.2 According to Dow Jones VentureSource Senior Manager of Corporate Communications Kim Gagliardi, 3,404 venture financing rounds were completed in 2011, down 47% from the 6,361 closed in 2000. That was up 29% over 2000 in just five years. It just doesn’t fit.

Venture Capital 127

Venture Capital San Francisco Deal Flow Atlanta 127

Both Sides of the Table

JULY 27, 2014

Mark pointed out that on the one hand 6 months ago one of Silicon Valley’s best known ibankers told him that SaaS public valuations were the most over-valued since the dot com bubble in 2000. Yet Mark also pointed out that the recent corrections in the public market valuations and the scrutiny new IPOs have undergone is a health sign.

Valuation 309

Valuation Pre-Money Valuation Later Stage Non-Compete 309

Austin Startup

FEBRUARY 17, 2011

SailPoint also signed a strategic partnership with BMC Software, enabling BMC’s worldwide sales force and distribution partners to resell SailPoint IdentityIQ™ as the identity management component of BMC’s business service management portfolio.

Global 73

Global North America Customer Cofounder 73

BeyondVC

JULY 7, 2010

This was the year 2000 and the idea was that Metapa would allow any company to send any media asset over any content delivery network and our service would automatically transform the asset for viewing anywhere.

Portfolio 109

Portfolio Architecture Open Source Database 109

Both Sides of the Table

FEBRUARY 8, 2010

Make sure to call the companies in that VCs portfolio that didn’t succeed. My chips were down in late 2000 / early 2001. When you finally get back up on your feet again, Everybody wants to be your old long-lost friend. Said it's mighty strange, without a doubt, Nobody knows you when you're down and out. My story briefly.

Venture Capital 288

Venture Capital Term Sheet Cofounder Partner 288