article thumbnail

How is the VC Asset Class Doing?

View from Seed

The top quartile has distributed 2.03x (vs. 1.68) and the median fund now has distributed 1.27X (vs. One or two of the best companies may continue to appreciate, but most of a VC’s portfolio has probably been realized, written off, or has maxed out its value. The way this gets resolved is if their VC portfolio becomes liquid.

LP 256
article thumbnail

What’s The Optimal Portfolio Strategy for a Venture Fund?

VC Adventure

A key question my post didn’t consider was what the ideal venture portfolio might look like in the face of these data. . Nassim Taleb’s book, The Black Swan had just come out and we decided to read the book and discuss its implications for the venture firm we were about to start in late 2006.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Does Fintech Disruption Break The Investment Banking Model?

YoungUpstarts

PC and mobile interfaces dynamically display portfolio valuations and exposures, along with system-generated investment recommendations tailored to a specific client’s financial goals and risk appetite. Today employment in the sector is comparable to levels from 2005-2006 when revenues were also similar. Transaction Processing.

article thumbnail

Valuations 101: Scorecard Valuation Methodology

Gust

Active angels invest in a diversified portfolio of 10 or more companies, usually spreading their investments over a few years. In the end, such a portfolio might yield the angel investor a total return on investment of 25% per year or more. A local network of angels is critical to achieving a diversified portfolio.

Valuation 146
article thumbnail

My Life as a CEO (and VC): Chief Psychologist

Both Sides of the Table

Matt Blumberg, who runs one of Fred’s portfolio companies, Return Path, follows up with an additional three : Don’t be a bottleneck (make sure you aren’t holding up people’s work). But this isn’t restricted to distributed teams, multi-country environments or even large companies.

Ireland 319
article thumbnail

Brad Feld Drops Knowledge. Here’s What He Said …

Both Sides of the Table

This time frame – 2005/2006 – web 2.0 So we have five themes – Digital Life and Distribution are the other two.”. Distribution. You have a company called Oblong (in your portfolio) which is a Minority Report type company. Is that when it became big? was starting. Human Computer Interaction.

article thumbnail

When Should You Allow Exclusivity in Deals?

Both Sides of the Table

I must admit I discuss this very frequently with portfolio companies but hadn’t thought to write about it. If a company wanted to distribute software on a mobile device it need to sell via a “portal” (US term) or a “deck” (UK term) of a mobile carrier. PR Malloy (@diddly_do_indy) June 13, 2015.

PR 150