Both Sides of the Table
FEBRUARY 12, 2019
Over the past month a colleague ( Chang Xu ) and I sifted through data on the venture capital industry (as we do every year) and made a bunch of calls to VCs and LPs to confirm our hypotheses. As a result of the IPO window shifting we saw a massive inflow of public-market capital into the latest stages of venture.
Both Sides of the Table
JUNE 28, 2011
In this three-part series I will explore the ways that the Venture Capital industry has changed over the past 5 years that I would argue are a direct result of changes in the software industry, not the other way around. So it’s unsurprising that typical “A rounds&# of venture capital were $5-10 million.
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View from Seed
DECEMBER 4, 2019
For example, a $10B endowment might be looking to have 10% ($1B) allocated to venture capital at any one time. So, if the venture asset class performs well in terms of unrealized mark-ups, the % of VC relative to the total portfolio actually increases. That 10% might start to look more like 12% or 15%.
Both Sides of the Table
MAY 23, 2012
Many observers of the venture capital industry have questioned whether its best days are behind it. Looking ahead at the next decade I am excited by what I believe will be viewed as one of the best and most rational investment periods for venture capital due to seven discrete factors: 1. Morning in VC.
Pascal's View
AUGUST 28, 2010
6) The most efficient fuel for this IPO engine is venture capital. The BDS series tracks the annual number of new businesses (startups and new locations) from 1977 to 2005, and defines startups as firms younger than one year old. … Four of the twenty companies with the largest market capitalization in the U.S.—Microsft,
Altgate
MAY 14, 2009
What has caused this improvement in capital efficiency? Some of the big ones are open source , cloud computing and virtual office infrastructure. Many folks, including me , have written about the trends that are driving down costs. In some cases costs today are 1/10 that of even 5 years ago. AWS is a great example.
This is going to be BIG.
DECEMBER 11, 2014
In fact, my history with Rob and Backupify goes back almost ten years, well before the idea of cloud backup was ever a glimmer in anyone''s eye. I don''t remember when I started talking to Rob, but I know it was before February of 2005, because I found "rob@businesspundit.com" in the contacts I ported over when I left GM and went to USV.
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