View from Seed

FEBRUARY 24, 2021

One of the most promising trends accelerating in digital health is the verticalization of digital health. Consequently, it is now feasible to build a large business by becoming a focused vertical provider that delivers superior care and patient experience in your specialty. . What’s the End Game.

Vertical 156

Vertical Software Review Portfolio Demand 156

View from Seed

JANUARY 24, 2024

For example: Technologies: AI, IOT, Cloud, Blockchain Areas: Vertical SaaS, Crypto, Security, Consumer, Deep Tech There is nothing wrong with this approach, but it has never been native for us. Products, Problems, and People What’s always made us unusual as a firm is that we don’t have the typical answer to the question of “focus”.

Vertical 194

Vertical Cloud Software Technology 194

View from Seed

SEPTEMBER 14, 2021

The chart below illustrates this, with the black vertical line representing the average VC return. 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. . The power-law curve is when the distribution of returns is heavily skewed.

Valuation 319

Valuation Pre-Money Valuation Distribution Early Stage 319

View from Seed

SEPTEMBER 14, 2021

The chart below illustrates this, with the black vertical line representing the average VC return. 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. . The power-law curve is when the distribution of returns is heavily skewed.

Valuation 295

Valuation Pre-Money Valuation Distribution Early Stage 295

View from Seed

SEPTEMBER 14, 2021

The chart below illustrates this, with the black vertical line representing the average VC return. 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. . The power-law curve is when the distribution of returns is heavily skewed.

Valuation 156

Valuation Pre-Money Valuation Distribution Early Stage 156

View from Seed

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. Sunrise , a calendar app we invested in from our first fund, was used every single day by millions of consumers prior to their acquisition by Microsoft. Slack and Dropbox are used every single day by their business customers.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273