View from Seed

APRIL 14, 2020

Business Models and Sectors. The public markets have clearly rewarded traditional, software based businesses over different business models, and that effect was starting to work its way through the earlier stage ecosystem. In a FOLD world, this is going to continue.

Early Stage 374

Early Stage Software Review Technical Review Due Diligence 374

View from Seed

FEBRUARY 24, 2021

Depending on the business model, some hire providers as full-time W2 workers and some assemble a network of part-time providers with disperse distribution of available hours.

Vertical 156

Vertical Software Review Portfolio Demand 156

View from Seed

SEPTEMBER 12, 2017

The old brands and distribution channels are dead or dying. But while that particular model has seen success, it certainly won’t be the only way that companies will be able to create greater personalization and serendipitous discovery for their customers. Most apparel purchases are now in some way influenced by the internet.

Internet 209

Internet eCommerce Bankruptcy Technical Review 209

View from Seed

JULY 19, 2019

And additionally, my partners and I use other, more differentiated, lenses like asking if a startup has an “ unfair distribution advantage.” JDCC stands for “Jaw-Dropping customer value through a Competition-Crushing business model.”.

B2B 149

B2B Portfolio Boston Early Stage 149

View from Seed

JANUARY 6, 2021

First, my partner Melody tends to very quickly drill-down on the value proposition of a product or service to the end user as well as the incentives of other relevant parties (eg: suppliers, distribution partners, collaborators, etc). He doesn’t have much patience for hand-waving, and loves businesses with a superior economic model.

Partner 180

Partner Distribution Founder Acquisition 180

View from Seed

AUGUST 17, 2021

I remember when I first started NextView and I was giving a talk to an audience in Boston about innovative new consumer businesses and internet business models. But in a world of power-law distributions and the near magical scale enabled by software, the potential upside far outweighs the downside in most cases.

IRR 205

IRR Dilution Founder Portfolio 205

View from Seed

AUGUST 17, 2021

I remember when I first started NextView and I was giving a talk to an audience in Boston about innovative new consumer businesses and internet business models. But in a world of power-law distributions and the near magical scale enabled by software, the potential upside far outweighs the downside in most cases.

IRR 156

IRR Dilution Founder Portfolio 156