Both Sides of the Table

DECEMBER 11, 2022

The browser and thus the WWW and the first Internet businesses were born circa 1994–95 and there was a golden period where anything seemed possible. I had realized that I didn’t have it within me to be as good of a player as many of them did but I had the skills to help as mentor, coach, friend, sparing partner and patient capital provider.

Valuation 466

Valuation San Francisco Ratchet Liquidation Preference 466

Steve Blank

MARCH 31, 2014

Just look at the disruptive challenges that businesses face today– globalization, China as a manufacturer, China as a consumer, the Internet, and a steady stream of new startups. Today billions of dollars that companies could have invested in innovation are sitting in the hands of private equity funds.

Private Equity 329

Private Equity Metrics China Intellectual Property 329

Both Sides of the Table

JULY 16, 2010

The VC industry grew dramatically as a result of the Internet bubble - Before the Internet bubble the people who invested in VC funds (called LPs or Limited Partners) put about $50 billion into the industry and by 2001 this had grown precipitously to around $250 billion. Partners leave the industry. VC will shrink.

LP 311

LP Technical Review Early Stage Silicon Valley 311

Austin Startup

JULY 23, 2010

So why would you not think that internet retailers are interested in maximizing pricing as well? The company announced that is just completed $13M in financing from existing investors SMH Private Equity Group, ABS Ventures, Austin Ventures, and Trellis Partners. An item’s price is the price.

Balance Sheet 67

Balance Sheet Private Equity LP IPO 67