View from Seed

article thumbnail

AI, Blockchain, Web 2.0, and Self Driving Cars

View from Seed

as a bit of a precursor to the golden age of software based businesses that emerged in the latter half of the 2010’s, a good 10 years after the Web2.0 While great companies were founded during Web2.0, one could argue that the best companies built on mobile, social, and the cloud emerged when the concept of Web2.0 was long gone.

Web 168
article thumbnail

The Midas List Then and Now

View from Seed

Interestingly, it looks like the Midas List skipped 2010 and changed methodologies considerably in 2011, so you’d need to wait until 2021 to do a true look back. Since I’m mainly doing this for my own interest and this isn’t supposed to be a scientific analysis, I’m going to instead look at the 2019 list and compare it to the 2009 list.

Insiders

Sign Up for our Newsletter

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

article thumbnail

A Behind-the-Scenes Look at Our Recent Seed-Stage VC Investments

View from Seed

In the past 18 months at NextView, we’ve made 13 new investments (out of the 36 we’ve made since the inception of the firm back in 2010). Actions speak louder than words, after all, and the shape our investment profile will be very similar in the near future. Recent Investment Overview.

article thumbnail

How is the VC Asset Class Doing?

View from Seed

The biggest delta was in 2010, and guess what company raised their first outside funding round that year – Uber. What I find interesting is that the variation between the top 5% and the top quartile benchmarks is pretty wide. Looking at all vintages from 2005 to 2014, the top 5% TVPI is between 40% to 127% better than the top quartile TVPI.

LP 256
article thumbnail

Friday Funism – Favorite Future

View from Seed

sometime back in 2010 or early 2011) one of the limited partners we met with asked us what our “favorite future” was for NextView. Another phrase we use internally at NextView pretty often is that of a “favorite future”. Early in NextView’s history, when we were raising our first fund (e.g.

article thumbnail

New York City Tech Podcast: Eli Bronner, Growth at AngelList

View from Seed

In 2010, Eli Bronner and his Lua Technologies co-founders were this exact profile of entrepreneurs, and New York City was an exuberant tech ecosystem without much structure or identity.

article thumbnail

State of VC 2.0

View from Seed

One thing that jumps out quickly is that TVPI between 2004-2010 (avg 2.6x) has underperformed 2011-2017 (avg 3.0x). What we’ve covered so far has been more of a generalized observation about the time it takes for VC funds to show liquidity and the persistent delta between TVPI and DPI. Was this a lost decade for venture capital?

Valuation 319