Version One Ventures

JULY 5, 2017

Q2 has been busy for Version One and our portfolio companies – here’s a quick recap of select news coverage, funding announcements, and product updates (at least the things we can announce publicly): . Portfolio Companies in the News. Once again, Clio was recognized as Team of the Year by BC Tech. Funding and follow-ons.

Portfolio 100

Portfolio Silicon Valley Canada Artificial Inteligence 100

View from Seed

FEBRUARY 10, 2015

David Cancel – Co-founder/CEO of Driftt (Co-founder/CEO of Performable at the time he first joined our group of advisors, after which he became HubSpot’s Chief Product Officer following an acquisition of Performable). Portfolio' Mike Baker – CEO of DataXu. Brian Shin – Founder/CEO of Visible Measures.

Software Review 120

Software Review Technical Review Entrepreneur Due Diligence 120

Startup Professionals Musings

OCTOBER 27, 2014

The good news is that a patent can scare off or at least delay competitors, and as a “rule of thumb” patents can add up to $1M to your startup valuation for investors or M&A exits (merger and acquisition). Even after your application is accepted, the issuing process takes a lifetime in today’s technology (4-5 years).

Software Review 250

Software Review Software Technical Review Intellectual Property 250

Agile VC

FEBRUARY 10, 2015

David Cancel – Co-founder/CEO of Driftt (Co-founder/CEO of Performable at the time he first joined our group of advisors, after which he became HubSpot’s Chief Product Officer following and acquisition of Performable.). Mike Baker – Co-Founder/CEO of DataXu. Brian Shin – Founder/CEO of Visible Measures.

Software Review 113

Software Review Technical Review Entrepreneur Cofounder 113

Haystack

DECEMBER 29, 2018

It’s that time of year, time to look back and reflect on the most significant storylines in the tech, startup, and VC world. Technology is, like water, flowing and seeping into nearly every sector and eventually into most of the global economy. companies, more sensitivity around technology IP and security.

Technical Review 165

Technical Review Venture Capital Russia China 165

Both Sides of the Table

OCTOBER 21, 2009

On the third Wednesday of every month I co-chair a meeting called the SoCal VCA (venture capital alliance), which represents participants from all of the top venture capital firms in Southern California as well as prominent members of the Tech Coast Angels (TCA). We feature a prominent speaker at every event.

Technical Review 241

Technical Review IPO Southern California Venture Capital 241

YoungUpstarts

SEPTEMBER 12, 2018

At Rev1, we’re knee deep in helping startups build and scale in the Midwest, including direct support for attracting executive and tech talent. stars*, Tech Elevator, Bunker Labs and others in your community which provide access to diverse developers, business leaders, mentors, and board members. Be honest about your weaknesses.

Hiring 100

Hiring Technical Review Silicon Valley Due Diligence 100

Agile VC

FEBRUARY 10, 2015

David Cancel – Co-founder/CEO of Driftt (Co-founder/CEO of Performable at the time he first joined our group of advisors, after which he became HubSpot’s Chief Product Officer following and acquisition of Performable.). from SaaS to e-commerce, ad-tech to mobile. ?. advice and mentorship to founders in the NextView portfolio.

Software Review 100

Software Review Technical Review Entrepreneur Cofounder 100

View from Seed

FEBRUARY 24, 2021

Technology also presents the opportunity to further turbocharge such “targeted care” by offloading certain care deliveries to much more scalable modalities such as text-based behavioral nudges and in-app content libraries. For one, providers need to be licensed in a particular state to see and prescribe patients from that state.

Vertical 156

Vertical Software Review Portfolio Demand 156

David Teten

AUGUST 19, 2019

Since 2017 we’ve managed $3 million in revenue-based financing, which helps cash-strapped technology companies grow. We’re also regularly following-on for existing portfolio companies.”. Investment Criteria: B2B SaaS or tech-enabled services with proven, recurring contracts. Bigfoot Capital. ARR of $500K+.

Revenue 60

Revenue Technical Review Software Review Equity 60

Gust

OCTOBER 19, 2014

The good news is that a patent can scare off or at least delay competitors, and as a “rule of thumb” patents can add up to $1M to your startup valuation for investors or M&A exits (merger and acquisition). Even after your application is accepted, the issuing process takes a lifetime in today’s technology (4-5 years).

Software Review 173

Software Review Software Technical Review Intellectual Property 173

View from Seed

DECEMBER 4, 2019

If you aren’t familiar with these metrics, I recommend reading the original post to get a sense of the numbers that I’ll be reviewing here. 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.

LP 256

LP IRR Distribution Portfolio 256

YoungUpstarts

NOVEMBER 19, 2015

By Marina Djordjevic, Director of Talent Acquisition at Idean. The rapid rise of the digital economy and sharp focus on delivering an excellent user experience has made it challenging for companies that aren’t Google or some other tech giant to recruit the creative talent they need. Get creative with candidate sourcing.

Technical Review 100

Technical Review Silicon Valley Los Angeles New York City 100

Version One Ventures

OCTOBER 18, 2012

“Traction is the new IP ” sums up perfectly how the technology space has evolved over the past decade due to the nature of the web. Barriers to entry are no longer created by patents or by tech differentiation alone, but by superior traction in the marketplace. Let’s take my own portfolio as an example.

IP 163

IP Technical Review B2C Social Network 163

David Teten

DECEMBER 3, 2019

When I met my now-wife, I realized that any technology that can find me a spouse is a killer app. I’d argue that the same type of technologies that have revolutionized dating can revolutionize our industry. . I walk through below how progressive investors are using technology and analytics throughout all of their operations.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Both Sides of the Table

NOVEMBER 3, 2009

and the subsequent acquisition sprees of companies like Google, Yahoo!, portfolios. The COGS (costs of goods sold) tells me about how big your customer acquisition costs will be. Usually in a tech / software startup 70-80% of your costs will be people. Each quarter you should review your model. You get the point.

Business Plan 334

Business Plan AJAX Venture Capital Technical Review 334

David Teten

SEPTEMBER 6, 2015

Her work included heading Nokia’s location-based services business and app portfolio for emerging markets, which she built from a back-of-a-napkin idea to a 100-person organization with over 10 million users. We never seek any rights to give Amex preferential treatment at the time of a potential acquisition.

Venture Capital 60

Venture Capital Balance Sheet Technical Review Portfolio 60

Both Sides of the Table

APRIL 4, 2011

One of the things I discuss the most with the portfolio companies I’m involved with is that “you manage what you measure.”. Only one guy in the room knew – their tech lead. Once you churn a user due to stability or performance problems it can be hard to get them back. Customer Acquisition. You Manage What you Measure.

Metrics 346

Metrics Startup Acquisition SEM 346

David Teten

JANUARY 19, 2021

Our categorization is not a technical one. Additionally, Flexible VC can accommodate all types of companies, not just asset-lite, tech-enabled companies.”. The value ascribed by subsequent investors (in a secondary); buyers (acquisition); or the public markets (IPO). Technology-centric businesses. 15-20% sold per round.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

YoungUpstarts

JANUARY 27, 2015

by Jack Narcotta, Devices Analyst at Technology Business Research. The impacts of increased traffic acquisition costs and investments to bolster its online infrastructure on Microsoft’s gross and operating margins will be offset as the company accelerates its transition to more lucrative cloud-based services.

Cloud 100

Cloud Mobile Software Review Technical Review 100

Software By Rob

JANUARY 25, 2012

And the funds came from revenue generated by my portfolio of web applications and websites that I’ve built over the past several years. This acquisition is a long story, but if you have a few minutes let me tell you the best parts. But within 24 hours we were off and running, discussing a potential acquisition.

Acquisition 63

Acquisition Software Review Fresno Algorithm 63

Steve Blank

SEPTEMBER 14, 2009

Posted on September 14, 2009 by steveblank Over the last 30 years Wall Street’s appetite for technology stocks have changed radically – swinging between unbridled enthusiasm to believing they’re all toxic. Tech acquisitions went crazy at the same time the IPO market did. 4) help nurture and grow the companies they invest in.

Silicon Valley 226

Silicon Valley IPO Technical Review Venture Capital 226

Austin Startup

FEBRUARY 1, 2018

TL;DR Product management is a unique and poorly understood discipline, especially as it applies to software and other tech-related companies. Product management is a unique and poorly understood discipline, especially as it applies to software and other tech-related companies.

Management 85

Management Product Technical Review Software Review 85

Agile VC

MAY 13, 2013

While our portfolio at NextView is roughly equally weighted to consumer facing and B2B companies, it seems that for consumer companies in particular being first mover confers little benefit and the drawbacks probably outweigh whatever weak advantage might exist. We sometimes think of being a fast follower in pejorative terms.

Cloud 205

Cloud B2B Software Review Technical Review 205

abovethecrowd.com

JULY 23, 2014

Eric is one of the up-and-coming stars in the technology industry, and we are very excited he is becoming our partner. Eric’s keen intellect, his experience as an entrepreneur and CEO, his depth in infrastructure and enterprise software, and his infectious optimism about technology make him an ideal Benchmark partner.

Partner 74

Partner Software Review Technical Review Acquisition 74

ReadWriteStart

JULY 18, 2011

Jeff Clavier was the first tech investor I ever met; he was introduced to me years ago by some hip engineers in a bar as "one of the few cool VCs." Kedrosky: "In the 90's I was an analyst through all this [tech investment and IPO] madness. You should do your own due diligence on the investors.

Investment Bankers 153

Investment Bankers Technical Review Cofounder Due Diligence 153

VC Adventure

SEPTEMBER 10, 2010

AdExchanger just posed an interview that I did with them that touched on some of our ad-tech investments as well as our overall investment philosophy. Unlike many venture capital firms that invest in certain geographic regions or specific technologies and sectors, Foundry Group’s investing activity is largely driven by a thematic approach.

Technical Review 60

Technical Review Due Diligence Venture Capital IPO 60

Hearpreneur

JANUARY 19, 2022

Especially during challenging times, retention is significantly more crucial than acquisition. Due to that, we decided to widen our client base to increase our revenue. It took a while for the business to adjust to the work environment and the new technology. 14- Leveraging technology. 18- Investing in technology.

Entrepreneur 119

Entrepreneur Metrics Technical Review North America 119

Austin Startup

AUGUST 2, 2018

Not only are they amplifying the data behind why this is a smart business move, but also driving that forward with their portfolio. Moreso, she writes about building inclusivity into software design, and her experience as a Latina in Tech. In Austin alone, the group has over 3K members, an active Slack channel and plenty of events.

Austin 57

Austin Software Review Technical Review Entrepreneur 57

Hunter Walker

MARCH 25, 2015

Every aspect of our lives are being disrupted with technology (specifically the mobile phone) and not one category will go untouched. HW: What’s a favorite question you ask founders during your “get to know you/due diligence” process? HW: Forerunner focuses on commerce and brands.

Naming 48

Naming Technical Review Early Stage Green 48

Both Sides of the Table

SEPTEMBER 28, 2014

We want money to make some acquisitions (investors would prefer to fund M&A if they know specific deals – not to encourage bad behavior. You technically have more gas left but you never know if some unexpected circumstance causes you to run out of gas. We want a strong balance sheet (um, ok. Better that you know early.

Burn Rate 383

Burn Rate Balance Sheet .Net Valuation 383

Hearpreneur

JANUARY 19, 2018

This means constantly looking for improvements to our automation technology, using that automation more, and diligently pursuing excellence for each client’s dream website. New technologies have arrived to make people attracted and much more dependant on them. Thanks to Shawn Moore, Solodev ! #2- 2- Two goals.

Detroit 92

Detroit Entrepreneur Technical Review Revenue 92

Both Sides of the Table

MARCH 25, 2016

Many startup businesses – tech or otherwise – fail. Trying outrageous new things or even trying mundane things but in new ways but with extreme quality & innovation is what fuels the tech startup industry. The perfect competitors are the ones where they unable to respond due to The Innovator’s Dilemma.

Startup 150

Startup Seed Money DC Software Review 150

ReadWriteStart

DECEMBER 9, 2010

First, there are two primary aspects that have to be managed: inventory financing and customer acquisition costs. Vin proposes to build a restaurant search, reviews and ratings site for the Malaysian market catering both to tourists and locals. Sramana Mitra is a technology entrepreneur and strategy consultant in Silicon Valley.

Silicon Valley 117

Silicon Valley Malaysia India China 117

Cracking the Code

FEBRUARY 23, 2011

In comparison, the overall technology sector growth was projected at 9-10% in early 2010 and this forecast did not change significantly today. To justify a 60pts difference, we have to believe that the current growth rates of 10% for technology and 20% for SaaS will continue to hold for the next 9 years before converging. Portfolio.

Software Review 101

Software Review Technical Review Valuation Europe 101

Austin Startup

APRIL 27, 2019

Recently one of the startups in our portfolio, eRelevance, failed, as the Austin American-Statesman documented. As I wrote about in my post on Seven critical lessons learned in angel investing , this is painful and you must have a diversified portfolio to practice angel investing and actually make money. It is just four-years old?—?for

B2C 51

B2C Austin Cofounder IPO 51

Both Sides of the Table

JULY 29, 2010

People buy companies for 3 primary reasons: 1) they want the management team / talent 2) they want the technology or 3) they want the market traction (revenue, customer base, profits, etc). We told the horror story of the company that originally owned the URL groupon.com and lost it due to not having a trademark. &# A: Yes.

Venture Capital 282

Venture Capital Term Sheet Valuation Stock Options 282