View from Seed

AUGUST 17, 2021

New funds have formed, old market leaders are gone or walking dead. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. Patience is a virtue.

IRR 205

IRR Dilution Founder Portfolio 205

View from Seed

DECEMBER 6, 2018

Yes, information about markets and trends affecting them is near ubiquitous given our media landscape. If a large and venture-scale objective market opportunity truly does exists, it would be unusual for it to go entirely missed by everyone with experience in the space. independently come to launch very similar products/services.

Seed Stage 120

Seed Stage Startup Cofounder Stealth 120

View from Seed

SEPTEMBER 12, 2017

This kind of uncertainty and market shifts create the kinds of opportunities that we love to see, and has driven our seed investments in current market leaders like ThredUp and Dia&Co with many more opportunities ahead. But few companies have figured out how to create and capture value, and defend that value in this new order.

Internet 209

Internet eCommerce Bankruptcy Technical Review 209

View from Seed

MARCH 15, 2018

Instead, we look for large market opportunities first , and very often those come about because of some technology-enabled shift. Markets pull technologies towards solutions. We look for large markets in which there are opportunities to drive meaningful change. Markets, though, aren’t always well defined.

Technology 120

Technology Artificial Inteligence Marketing Vertical 120

View from Seed

AUGUST 17, 2021

New funds have formed, old market leaders are gone or walking dead. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. Patience is a virtue.

IRR 156

IRR Dilution Founder Portfolio 156

View from Seed

AUGUST 17, 2021

New funds have formed, old market leaders are gone or walking dead. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. But the reality is that the more interesting the market, the more likely there is to be rapid and unpredictable change. Patience is a virtue.

IRR 136

IRR Dilution Founder Portfolio 136

View from Seed

JULY 19, 2019

All early stage venture firms essentially look at some weighting of team, market, product, and traction. JDCC stands for “Jaw-Dropping customer value through a Competition-Crushing business model.”. Like other investors, we at NextView have a number of frameworks which we use to evaluate decisions on making new investments.

Boston 149

Boston B2B Early Stage Portfolio 149

View from Seed

JUNE 24, 2020

In an insidious way, it’s something that we have come to just accept as the way things are in a market of free services that are monetized through ads and the exchange of user data. And they have an old-school, highly aligned business model – consumers can pay to use the premium version of their service.

Portfolio 227

Portfolio Internet Business Model Finance 227

View from Seed

SEPTEMBER 16, 2020

Team: We tend to think of a team similar to the concept of founder/market fit. The second dimension of team/market fit has to do with actual capabilities. Have a jaw dropping customer value proposition with a competition crushing business model. The five attributes are: Team. 10X better, faster, cheaper potential.

Seed Stage 254

Seed Stage Early Stage Founder Portfolio 254

View from Seed

JUNE 21, 2022

. “We have been deep believers in the re-commerce market since seeding one of the earliest pioneers in this space in ThredUp. We believe that Nuw represents a huge leap in this market by enabling a near frictionless peer-to-peer model that their early customers absolutely love!” Get to know the business.

Ireland 156

Ireland Europe Early Stage Founder 156

View from Seed

OCTOBER 28, 2019

In other words, the goal of a pre-seed round isn’t to subsequently raise a Series A (which these days requires both product-market fit and meaningful evidence of strong market demand), but to raise another round of seed financing. A continuum.

Seed Stage 247

Seed Stage Finance Dilution Early Stage 247

View from Seed

FEBRUARY 17, 2021

The first is that it solves an important societal problem in the market of elder care, which is one sub-theme that we have been pursuing for some time. The second exciting thing is that Carefull exhibits the characteristics of a “peace of mind” business model that I think is highly attractive and generally under-invested among VC’s.

Cofounder 156

Cofounder Portfolio Business Model Finance 156

View from Seed

APRIL 30, 2015

In many instances, you raise an institutional round to either fulfill a product strategy or go-to-market strategy or you’re increasing sales and marketing hires, so you have better visibility into what needs to happen in the next six, 12, 18 months. Business model? These are value-creation milestones.

Term Sheet 120

Term Sheet Equity Startup Seed Stage 120

View from Seed

APRIL 30, 2019

All three have different business models… SaaS, media/ad, and consumer transactional. All three are impressive and valuable businesses in their own right. And Zoom has become the most valuable of the three in terms of market cap though daily fluctuations put it and Lyft fairly close ($16B+).

IPO 180

IPO B2B B2C Institutional Investors 180

View from Seed

SEPTEMBER 16, 2019

By the time you get to this point in the pitch, you have hopefully convinced the investor that your team is special, you are pursuing a market opportunity that matters, and have a product offering that is resonating in the market. Your job is to show that your positive momentum will lead to sustained market leadership.

Seed Stage 192

Seed Stage Metrics PR Leadership 192

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. He tends to love founding team that have analytical, quantitative marketing DNA. The go-to-market approach and any unfair distribution advantages.

Partner 180

Partner Distribution Founder Acquisition 180

View from Seed

JANUARY 26, 2022

With new games come new in-game mechanics and business models. It is true; there are secondary markets such as eBay where gamers have been buying and selling World of Warcraft (WoW) and RuneScape items for years. Opaque markets are now transparent. This prevents a demise similar to that of FarmVille 1.0.

Flash 156

Flash Architecture Security Community 156

View from Seed

SEPTEMBER 19, 2019

One thing I’ve really come to appreciate in recent years is how much one’s business model drives everything else about a company. For a VC fund, ownership strategy is probably one of the main drivers of our business model. The post Some Thoughts on Ownership appeared first on NextView Ventures.

Dilution 136

Dilution Early Stage Business Model Founder 136

View from Seed

APRIL 24, 2019

Along those lines, there was a set of personal concierge models which launched a few years back like Magic , Operator , and 26 other alternatives (including my own personal favorite Delegate , as I’m a happy customer).

SMS 207

SMS San Francisco Channel Dilution 207

View from Seed

JANUARY 5, 2021

Mercenary founders tend to do more extensive market mapping to build a company in “white spaces” versus being guided to an opportunity by a specific set of values. At some level nearly all tech entrepreneurs are evangelizing something… a new technology, a new business model, a new brand. The Missionary.

Detroit 367

Detroit SEC Founder Affiliate 367

View from Seed

MAY 16, 2019

One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Market Cap. might have a market cap of $150B+. ARPUs/year. Salesforce = $2,200+.

Lock-up Period 168

Lock-up Period Retention Azure .Net 168

View from Seed

JANUARY 11, 2018

Troops is similarly embedded into the workflow of sales and marketing teams — it’s the glue between daily internal conversations and customer interactions. Impact First, Business Models Second. In the history of NextView, we’ve invested in approximately 60% consumer and 40% business oriented startups.

B2B 120

B2B B2C Vertical Portfolio 120

View from Seed

SEPTEMBER 11, 2019

it’s understandable that investors will want to see how your product is doing in the market. If in the long run your B2C business is likely to have an ad-based revenue model, the ability to acquire a large number of users at zero or extraordinarily low cost is critical. B) Post-Product Companies.

Seed Stage 149

Seed Stage B2B Seed Capital Revenue 149

View from Seed

MARCH 29, 2018

For many years, NextView has looked at many health-related businesses but invested in relatively few. We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. I should make clear that we are not life science investors.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

View from Seed

FEBRUARY 19, 2015

In 2010, we were recruiting for a Senior Vice President of Sales and Marketing for Backupify, and it was clear that many of the people I was interviewing wanted the CEO role. Think more about business models. I’ve seen many companies with great products die because a great product is not necessarily a great business.

Founder 120

Founder Startup Cofounder Business Model 120

View from Seed

JUNE 11, 2019

This makes sense, because it’s more likely that a firm with a weaker competitive position is willing to stretch and pay a price way above market in order to win what they think is a competitive deal. I’ve also found that the best lead investors tend to be somewhat more price sensitive.

Syndicate 202

Syndicate Syndication Seed Stage Lead Investor 202

View from Seed

JUNE 7, 2019

Does the company’s business model allow it to capture the value that its products are creating? You see this in SaaS companies that have popular products, but market forces limit the amount of dollars they can capture from customers. This is not a given.

eCommerce 42

eCommerce Business Model Revenue Founder 42

View from Seed

JUNE 23, 2022

Influencer Direct puts the tools to create their own eCommerce business directly into the hands of influencers.” Get to know the business. Rachel Hodes (RH): What problem exists in the market that your business is trying to solve? RH: Close your eyes and imagine where your business will be in five years.

DC 156

DC Cambodia eCommerce Social Media 156

View from Seed

JANUARY 24, 2018

The concept our Guilds is simple: We want to bring together small groups of Product and Go-to-Market experts to lend their time to support our portfolio company founders and key operators. Go-to-Market Guild. Jessica Meher, VP, Marketing at Notarize. Jared is Blue Apron’s Chief Marketing Officer. Jared holds a B.A.

Operations 176

Operations Cofounder Technical Review Angel Investor 176

View from Seed

JANUARY 11, 2023

Time to set real goals, iterate through real product pushes, craft real go-to-market strategies, make real introductions to downstream investors, the list goes on and on. However, participants are empowered to market to future funders that we are absolutely willing to do at least our pro-rata in the next round. Who We Are.

Programming 156

Programming Sacramento San Francisco Founder 156

View from Seed

MARCH 15, 2017

Market & Background: Depending on how early the company is, this section often has the most work behind it as we will do existing market analysis and map the company against projected product-market-fit via publicly available data and proprietary info from past and present portfolio companies. .

Due Diligence 265

Due Diligence Seed Stage Portfolio Metrics 265

View from Seed

FEBRUARY 27, 2019

To add to the pressure, you’re likely still on the path of finding product-market fit (‘PFM’), which requires racing with high throughput and fast iterations before time (and money) runs out. They could look quite different based on whether you’re pre- or post-PMF: Pre-PMF: Key hypotheses of the business you want to prove/disprove?—?they

Hiring 120

Hiring Bandwidth Product Early Stage 120

View from Seed

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. after WWII, were all a direct result of the mass market adoption of the automobile many decades earlier. It’s a question every VC asks themselves and the entrepreneurs they invest in.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273

View from Seed

MARCH 20, 2020

Businesses will be forced to adapt to changing circumstances and seek opportunities to innovate. New, emerging business models will gain tailwinds that propel them forward to new horizons. But amidst this chaos and uncertainty, I do believe there are silver linings. Consumers who haven’t yet adapted to restaurant delivery (e.g.

New York City 374

New York City Demand Technical Review Non-Compete 374

View from Seed

FEBRUARY 27, 2019

Talk me through the inception of Janji and the basis for your business model. We applied for, and eventually won, a business plan competition the next year. Really, at the core of this business, it’s not just about the gear, but there is a sense of greater good behind it.

Bolivia 120

Bolivia Uganda Cambodia Cofounder 120

View from Seed

APRIL 20, 2020

market who could benefit from capital and engaged hands-on mentorship from the NextView partnership & extended advisor network. Consumer and SaaS B2B companies that use technology drive a brighter collective future for mass market end users, per our investment approach thesis. Further capitalizing the company for success.

B2B 436

B2B Seed Stage B2C Programming 436

View from Seed

MAY 5, 2020

One of the tendencies in fearful markets is to only back proven entrepreneurs in one’s own network, which has a particularly negative effect on founders who are under-represented in the startup-ecosystem. Rob : Second-order effects of COVID on Health tech, “peace of mind” business models, senior and child care, sustainability.

Founder 156

Founder B2B Business Model Analytics 156