View from Seed

APRIL 27, 2022

Homebuyers and homeowners alike want ways to maximize their purchase power and increase their financial flexibility, while investors look for equity-based exposure into residential real estate without prohibitive acquisition and carrying costs. .

Equity 156

Equity Cofounder Acquisition Restful 156

View from Seed

DECEMBER 4, 2019

At the same time, despite some realizations in recent years through M&A, PE acquisitions, and IPOs, the general sense I get from LPs is that the level of distributions don’t quite line up with the unrealized performance. This would suggest that TVPI would be performing well.

LP 256

LP IRR Distribution Portfolio 256

View from Seed

MAY 14, 2015

(A quick aside on working with brokers based on what we see at NextView: Most of our startups wind up working with the large, popular firms in town, though many start by trying to find space that’s being vacated by another startup, either due to their acquisition, closing up shop, or a move of their own.

Seed Stage 120

Seed Stage Startup Cofounder Technical Review 120

View from Seed

AUGUST 3, 2021

There Tim as SVP Sales built a machine which grew revenue from $0M to $18M ARR in a matter of months prior to the acquisition. Correlated Co-Founder and CEO Tim Geisenheimer was on the Founding Team of TapCommerce , an early NextView portfolio company which was subsequently sold to Twitter for a reported $100M.

Cofounder 156

Cofounder Seed Stage Portfolio Revenue 156

View from Seed

AUGUST 3, 2021

There Tim as SVP Sales built a machine which grew revenue from $0M to $18M ARR in a matter of months prior to the acquisition. Correlated Co-Founder and CEO Tim Geisenheimer was on the Founding Team of TapCommerce , an early NextView portfolio company which was subsequently sold to Twitter for a reported $100M.

Cofounder 156

Cofounder Seed Stage Revenue Acquisition 156

View from Seed

SEPTEMBER 4, 2018

This is why we actually have one of the lowest # of investments/partner among all institutional seed funds, and have invested in developing a platform of resources to support founders around team building, product, customers acquisition, and capital planning.

North America 120

North America Seed Stage Early Stage Lead Investor 120

View from Seed

SEPTEMBER 11, 2019

For consumer companies this is usually around user acquisition, engagement, and retention. So even if you only have a few thousand users, investors will look at the growth rate and sources of user acquisition to assess if an audience of tens of millions is within reach at little or no cost.

Seed Stage 149

Seed Stage B2B Seed Capital Revenue 149

View from Seed

OCTOBER 20, 2021

Customer acquisition tends to be a beast in these segments. But we are really just scratching the surface and could probably populate several entire portfolios of companies going after different aspects of this problem. While this is an area that we are passionate about as investors, it is not without significant challenges.

Acquisition 227

Acquisition Portfolio Technology Founder 227

View from Seed

DECEMBER 6, 2018

To analyze what’s become of the OG Unicorns, it’s first worth noting that at the time of the 2013 post about 2/3rds of the 39 on the list had already been realized via IPO or $1B+ acquisitions. Most startups that hit this level did so via IPO or acquisition value.

IPO 120

IPO Valuation San Francisco Silicon Valley 120

View from Seed

JANUARY 24, 2024

For example, Facebook was an application enabled by the internet, but its social graph and reach became a platform for customer acquisition, personalization, and other applications that were built upon it. Generally, we have been largely application-focused investors at NextView.

Vertical 194

Vertical Cloud Software Technology 194

View from Seed

AUGUST 3, 2021

There Tim as SVP Sales built a machine which grew revenue from $0M to $18M ARR in a matter of months prior to the acquisition. Correlated Co-Founder and CEO Tim Geisenheimer was on the Founding Team of TapCommerce , an early NextView portfolio company which was subsequently sold to Twitter for a reported $100M.

Cofounder 136

Cofounder Seed Stage Portfolio Revenue 136

View from Seed

DECEMBER 19, 2014

This past year was nothing short of packed for NextView, from announcing our second fund to several acquisitions (TapCommerce to Twitter, GrabCAD to Stratasys, Directr to Google), three late-stage fundraises (InsightSquared, Swipely, and thredUP), to hiring our first employee (Jay Acunzo, i.e. me, our director of platform).

Portfolio 189

Portfolio Acquisition Hiring Employee 189

View from Seed

NOVEMBER 4, 2019

Some early customer acquisition data may also be determined by spending against an offering that is described but doesn’t actually exist. The other priority is to generate the most cost-effective signals of market demand possible. In some cases, the quality of the product IS the thing that is most uncertain.

Seed Stage 180

Seed Stage Bootstrapping Demand Early Stage 180

View from Seed

OCTOBER 20, 2021

Customer acquisition tends to be a beast in these segments. But we are really just scratching the surface and could probably populate several entire portfolios of companies going after different aspects of this problem. While this is an area that we are passionate about as investors, it is not without significant challenges.

Acquisition 156

Acquisition Portfolio Technology Founder 156

View from Seed

NOVEMBER 28, 2016

But what if brand marketing could help you get actual results, whether that’s user acquisition or raising a Series A? Maybe big brands, big budgets, or even big wastes of money and time as a startup, right? In this episode, we talk to the VP of Brand Marketing at ecommerce company Wayfair, Nancy Go.

Marketing 120

Marketing eCommerce Startup Acquisition 120

View from Seed

AUGUST 2, 2019

A founder with authentic connections to customers is more likely to uncover unique insights early that lead to advantages around product or customer acquisition. This is particularly important when we invest pre-launch, but is really relevant throughout the founder journey.

Cofounder 168

Cofounder Acquisition Founder Matching 168

View from Seed

AUGUST 3, 2015

Marketing and user acquisition advice for those in hot, competitive markets. The surprising companies that breed highly analytical minds and user acquisition geniuses. Why and how you should grow a data-obsessed team. The hiring process at DraftKings and other data-obsessed companies.

Seed Stage 120

Seed Stage Cofounder Startup Acquisition 120

View from Seed

AUGUST 3, 2015

Marketing and user acquisition advice for those in hot, competitive markets. The surprising companies that breed highly analytical minds and user acquisition geniuses. Why and how you should grow a data-obsessed team. The hiring process at DraftKings and other data-obsessed companies.

Seed Stage 120

Seed Stage Cofounder Acquisition Analytics 120

View from Seed

JUNE 5, 2018

Treating your talent acquisition with the same level of rigor as your customer acquisition will maximize your chances at landing the talent you need to scale the business. Sourcing and branding?—?seek seek out the perfect match and tell them why you’re special.

Hiring 120

Hiring Portfolio Metrics B2C 120

View from Seed

APRIL 26, 2018

One late night in the office, I mentioned to my colleague, Director of Talent Acquisition Kristen Caldwell how frustrating my “process” was. At first, I brute-forced sourcing and ran a haphazard recruiting process, but it was quickly apparent that didn’t work.

Hiring 120

Hiring Seed Stage Portfolio Acquisition 120

View from Seed

APRIL 27, 2020

Many innovations in this sector are trying to solve the labor problem, whether it’s talent acquisition or retention (which are closely related). Only those who deeply understand this audience will have a chance for their product to break through the noise. .

Marketing 156

Marketing Retention Non-Compete Algorithm 156

View from Seed

DECEMBER 8, 2015

For example, the risk of SaaS or subscription-based companies is that (1) they tend to consume cash to grow since your customer acquisition costs are recovered over time, not up front, and (2) companies may need to push hard on scaling before they really know how robust their customer LTV will be over time.

Product 120

Product Startup Early Stage Seed Capital 120

View from Seed

OCTOBER 29, 2015

How a product without a concept of a “registered” user like Duck Duck Go addresses acquisition and hunts for signs of a potentially venture-scale business. Giant pitfalls that are unfortunately very common when startups seek traction — and how to avoid them. We catalogued 19.

Framework 120

Framework Cofounder Startup Channel 120

View from Seed

JANUARY 6, 2021

In a similar way, my partner David was a tactical acquisition marketer prior to becoming an investor, and so he gets hyper focused on a company’s go-to-market. Really being clear and crisp about this is super important to Melody and is probably the most critical thing to quickly get across in an investor pitch.

Partner 180

Partner Distribution Founder Acquisition 180

View from Seed

APRIL 24, 2019

Couple that noise with the flurry of AI/messaging startups from a few years back (set off by Facebook’s WhatsApp acquisition), in conjunction with app developers’ notification euphoria… all of which have resulted in a state on our mobile phones where “ our brains being overloaded with push notifications about nothing.”.

SMS 207

SMS San Francisco Channel Dilution 207

View from Seed

SEPTEMBER 14, 2021

My hypothesis is that one of the biggest drivers of extreme outperformance for less mature funds is outlier acquisitions that happen early in a fund’s life. . This trend is also persisting for more recent vintages, although the effect seems greater for DPI vs. TVPI.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

JUNE 13, 2019

I know some of the investors in Chewy prior to the PetSmart acquisition, but I am not a shareholder nor do I intend to purchase shares in the IPO. It’s core business is cashflow positive, excluding marketing spend for new customer acquisition. I’ll break down Chewy’s business based on their recent S-1 filing here.

Leadership 214

Leadership .Net Revenue Acquisition 214

View from Seed

SEPTEMBER 14, 2021

My hypothesis is that one of the biggest drivers of extreme outperformance for less mature funds is outlier acquisitions that happen early in a fund’s life. . This trend is also persisting for more recent vintages, although the effect seems greater for DPI vs. TVPI.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

View from Seed

JANUARY 11, 2017

Most corporate VCs today understand the rights and responsibilities of startup minority shareholders, and don’t try to push for onerous requirements like ROFR on an acquisition or egregious information rights. It doesn’t mean it can’t be done, but having say Google as an investor can make it tricky to work with say Apple.

Strategic Investors 120

Strategic Investors Post-Money Valuation Seed Stage Cofounder 120

View from Seed

JANUARY 10, 2022

Our structured sessions will focus on fundraising, product, customer acquisition, as well as other important pre-seed topics. . We’re also including facilitated, hands-on mentorship from experienced advisors, tactical experts, and portfolio founders.

San Diego 156

San Diego San Francisco Alabama Valuation 156

View from Seed

MAY 28, 2020

alternative seafood), action from large incumbents (pivots or acquisitions), and other types of technology-driven innovations. COVID is adding tailwinds to the already up-and-coming alternative animal products space, and in the coming months and years, we will likely witness expansion into new areas (e.g.

Memphis 256

Memphis Distribution Bankruptcy Operations 256

View from Seed

MARCH 3, 2015

It may turn out that Facebook is the most expensive user acquisition channel for you, but you won’t know that until you test other things. Facebook might look amazing right now, but that’s just because you don’t have enough context around what other channels are capable of doing for your business.

Marketing 120

Marketing Sales Cycle Startup CTO Hire 120

View from Seed

DECEMBER 6, 2018

1] For simplicity, we’re just going to focus on new customer acquisition (vs. This is not a post that advocates for physical retail for every consumer brand/company out there, but one that encourages a holistic consideration of marketing channels inclusive of physical footprints. appeared first on NextView Ventures.

Operations 120

Operations Minneapolis Channel Dallas 120

View from Seed

MARCH 24, 2015

These are private sales of a minority position in these companies, not IPOs or acquisitions. In particular, I feel a few things really strongly: 1. $1 1 billion private financings do not equate $1 billion of company value. It’s what one investor was willing to pay to have a small position in a company, not a measure of true underlying value.

Valuation 120

Valuation Startup IPO Finance 120

View from Seed

MARCH 16, 2016

Put all that together, and consider that this is a company that thinks in decades or even centuries, and we’re bound to see both more jobs and more acquisitions. Additionally, few legacy companies have been as successful in innovating through younger channels like YouTube, Vine, Snapchat, podcasting, and more. Much more funding.

Boston 215

Boston Early Stage Artificial Inteligence Semantic 215

View from Seed

SEPTEMBER 14, 2021

My hypothesis is that one of the biggest drivers of extreme outperformance for less mature funds is outlier acquisitions that happen early in a fund’s life. . This trend is also persisting for more recent vintages, although the effect seems greater for DPI vs. TVPI.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

View from Seed

AUGUST 12, 2015

The game plan is then to show accelerating user growth across a variety of user segments and understandable/declining acquisition costs. And if you can do that, you can probably tell some story about how the company can indeed accomplish more than anyone today thinks is possible.

Seed Stage 120

Seed Stage Marketing Angel Investor Term Sheet 120