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Putting 2012 To Bed

A VC : Venture Capital and Technology

But it comes across as a whiny complaint about the shitty year that 2012 was. But the reason I couldn't publish that post is it didn't capture the greater picture that 2012 represents for me. And I feel that 2012 is the next demarcation year for me but this time I have to do it in an existing firm with an existing portfolio.

Design Staff ? Hiring a designer: how to review portfolios

Design Staff

Hiring a designer: how to review portfolios. It’s easy to spot a beautiful portfolio. Look at the portfolio design itself.

Hiring a designer: how to review portfolios

Google Ventures

It’s easy to spot a beautiful portfolio. You likely have experience reading résumés and interviewing candidates, but how should you judge a design portfolio? portfolio isn’t a collection of pictures. Writers have entire portfolios without a single image.) A portfolio is just a collection of past work.

The State Of E-Commerce Checkout Design 2012

uxdesign.smashingmagazine.com

UX Study The State Of E-Commerce Checkout Design 2012. September 4th, 2012. Portfolio Design Study: Design Patterns. Portfolios.

Add Startups to Balance Your Portfolio, If You Dare

Startup Professionals Musings

entrepreneur risk startups portfolio investors businessBut these requirements go away with the new Crowdfunding JOBS Act just passed into law.

What Has Changed

A VC : Venture Capital and Technology

As the WSJ notes, VC funding of consumer web and mobile companies is down 42% in this first nine months of 2012 (vs the first nine months of 2011). All that said, these three trends are impacting our portfolio. We have fifty portfolio companies, with the vast majority in the consumer internet space. What does that mean for USV?

A Stroll Through The NextView Portfolio

Rob Go

A year ago, I wrote a post detailing some tidbits about our portfolio. Second best is to understand their portfolio.  So here is an unscientific cut of our portfolio and some commentary below. Hopefully it sheds some insight into who we are, how we work, and what we tend to gravitate towards. We have made 16 investments.

The Power Of Diversification

A VC : Venture Capital and Technology

All the profit in that ten investment portfolio comes from the big winner. Investing in startups is risky. And so that means making enough bets.

Duck Duck Go Passed 1mm Searches Per Day

A VC : Venture Capital and Technology

duckduckgo (@duckduckgo) February 14, 2012. duckduckgo.com/traffic.html.   One million searches per day is not chump change.

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Disqus2012 Launches

A VC : Venture Capital and Technology

The speedy new commenting system built from the ground up by our portfolio company Disqus is generally available today.

The Twitter "Patent Hack"

A VC : Venture Capital and Technology

And we will recommend to our existing portfolio companies that they adopt it as well. Fast forward ten years or so and Nielsen sued two of my portfolio companies, comScore and TACODA, and a bunch of other companies too, on the basis of the Thinking Media patents. You can read the entire set of provisions on GitHub. Related articles.

Hiring between portfolio companies – playing nice in the sandbox?

Seth Levine's VC Adventure

It concerns whether companies in a shared venture portfolio should have any special rules of engagement about hiring from other companies in the portfolio. That said, I do know that a few of the CEOs in the portfolio have a “no poaching” policy when it comes to friendly companies. To me, this is the real key.

The Magic Moment When You Shift To Executing As Fast As You Can

Feld Thoughts

There is this magical moment that happens when a startup finally puts the key components together to build a successful business.  After 2.5

Mobile Is Where The Growth Is

A VC : Venture Capital and Technology

We have seen this in our portfolio too. If you look at any of the top web properties on comScore, Quantcast, Alexa or any other third party reporting service you will see that they all have been fairly flat over the first half of the year. You might think that all these big web services are flatlining. Web is flattish. Yahoo!

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The New Networking: Ultimate LinkedIn Guide For 2012 Grads

YoungUpstarts

Find a job, discover new connections, and share your portfolio by taking advantage of these great tools on LinkedIn. Groups for New Grads.

Rethinking Mobile First

A VC : Venture Capital and Technology

Most notably Instagram, and also our portfolio company Foursquare. I wrote the Mobile First Web Second blog post a few years ago. In that post, I talked about apps that were designed to be used on mobile primarily with the web as a companion. There have been a number of startups that have taken that approach and done well with it. Not at all.

Mobile 116

Bootstrapping

A VC : Venture Capital and Technology

Behance isn't the only recent USV portfolio company to bootstrap its way into our portfolio. Three of the six portfolio companies in our new fund, raised late last year, were bootstrapped for an average of 3 1/2 years before we invested. But that is not true at all. Behance was bootstrapped for its first five years.

The Future of Corporate Innovation and Entrepreneurship

Steve Blank

But there is no standard strategy and structure for creating corporate innovation. organizational) changes corporations need to make. In the U.S.

How VCs Can Accelerate Portfolio Company Returns

David Teten

Koen, Gyorgy, and Adham are all Columbia Business School MBA 2012 students and former consultants with McKinsey and BCG.  I’ve also posted this at Betabeat.). Best Practices in Venture Capital Portfolio Company Value Creation. All of the firms above have online networks for their portfolio executives

Cloning Successful Startups

A VC : Venture Capital and Technology

Jeff Leventhal, the CEO of our portfolio company WorkMarket , emailed me yesterday. There are a few examples of USV portfolio companies that were not the category creator. He said: i would love to see an avc post about copycats like samwer bros. what do u think of this form of entrepreneurs, etc? So here goes. That's life.

2012 Planning / Working Together

Seth Levine's VC Adventure

The email looked like this: I’ve been thinking a lot about feedback loops recently and thought it would be helpful to touch base on how we worked together in 2011 and think a bit about anything that we need to change about our interactions in 2012 (talk more; talk less; more concentrated time together; etc.).

Why Innovation Dies

Steve Blank

That’s why they invest in a portfolio. Solutions are found by betting on a portfolio  of low-cost experiments. Attracting faculty.

Let Your Winners Run

A VC : Venture Capital and Technology

So the youngest portfolio company in that portfolio is four years old now. We still have fifteen investments active in that portfolio including Zynga and Twitter and we own large blocks of stock in both of those companies. We will likely exit a few weaker investments in that portfolio over this year and next. That stings.

It’s Morning in Venture Capital

Both Sides of the Table

So it is unsurprising that an over-funding environment and the commensurate returns hangover would have lasted until about – well – 2012.

Advice for 2013: Deliver On Your Promises

A VC : Venture Capital and Technology

They had huge ambitions for 2012 and we thought they were delusional. There has been a lot of discussion out there about the Series A crunch, the consumer sector falling out of favor, VCs getting more conservative, the need to focus on revenues instead of users, and so on and so forth. They are headwinds not tailwinds right now.

Indeed

A VC : Venture Capital and Technology

But as I have said a number of times on this blog, they are the most complete company in our portfolio. The first great investment we made at USV was Indeed in the summer of 2005. Brad had been looking for a search engine for jobs and I saw this post on John Battelle's blog in late 2004. They didn't need our money. They have it all.

Innovate Israel Conference Brings 28 Israeli startups to London

VC Cafe

Innovate Israel 2012 aims to connect  Israeli web, mobile & digital entrepreneurs & businesses with their UK & European counterparts.

The Valuable Unsung Heroes of Startups

Both Sides of the Table

And a heartfelt thank you to my VC friends, lawyers and portfolio executives who have spent their personal time counseling me in 2012.

PR 127

Lockups and Insider Selling

A VC : Venture Capital and Technology

That is why many VC firms have a policy of moving the public stocks out of their portfolios as quickly as they can. There is a lot of sturm und drang out there in the worlds of social media, finacial media, and just plain media about all the lockups coming off and all the insider selling going on in some big internet stocks.

Stock 98

Software Eats Software Development

Peter Levine

Andreessen Horowitz Portfolio CompaniesWe just invested $100M in GitHub. In addition to the eye-popping number, the investment breaks ground on two fronts: It’s the largest investment we’ve ever made. It’s the only outside investment GitHub has ever taken. Why did we bet the farm on a series A investment? How did they do it? The No.

Pink is the New Purple!

500 Hats

Dear Marissa: Think Different. It’s a bit off the wall, but if you think it thru with me, I bet you’ll agree with the strategy.

Software Eats Education: An Audacious Undertaking

Peter Levine

Andreessen Horowitz Portfolio Companies Education Sebastian ThrunThroughout my career, I’ve been an executive at several tech companies that have revolutionized enterprise computing. I’ve also been an investor and venture capitalist (in the past and currently) focused on finding the next BIG things in tech. Let’s start with what Udacity does.

Coming Of Age

A VC : Venture Capital and Technology

They meet with tons of companies every week, work hard for their portfolio companies, and are on planes flying around to the important confereneces and demo days. I can assure you they are working harder than I am. work with a bunch of VCs who are in their early 30s and have less than five years in the business. They make rookie mistakes.

Shark Tank 2012 Holiday Episode Breakdown

Lightspeed Venture Partners

Although Sharktank has been running reruns on Fridays the last few weeks, the show ran a  Sharktank 2012 Holiday special  on Tuesday night.

Resegment If You Aren’t In The Top Three

Feld Thoughts

” If you look at the Foundry Group portfolio , you’ll notice a lot of market leaders. Six months ago I wrote a post about how I think about competition  which included a list of topics that summarizes my philosophy. An important nuance is that these companies weren’t unambiguously market leaders when they got started.

How Much Information Should you Give VCs for Due Diligence?

Both Sides of the Table

This is a hot topic I’ve been asked a lot about recently. You’re on a first date with a VC – how much should you tell them? The First Meeting.

VC Evolution: Physician, Scale Thyself.

500 Hats

In particular, I hope to highlight some less obvious [r]evolutionary shifts that people outside the industry may overlook. Mega VC, Micro VC.

How to Remain King of the World amidst Titanic Disruptions

Lightspeed Venture Partners

2012 big data Business Models Digital Media predictions startups Storage business models startups media musicVideo. A la carte. iTunes.

Why You Should Think Twice Before You Send That Intro Email

Both Sides of the Table

Usually it’s on behalf of a portfolio company. Intros.They’re the lifeblood of networking – the currency of mavens. Promise.)

Email 138

E-commerce 2.0

Jeff Jordan

One of the leaders in this is Fab.com , one of our portfolio companies.  Andreessen Horowitz E-commerce Portfolio CompaniesWe at a16z could not possibly be more bullish on the prospects for e-commerce, and we believe growth is poised to accelerate. This era ended up being dominated by two on-line behemoths, Amazon and eBay. commerce 1.0