View from Seed

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How Covid-19 Has Impacted VC Portfolios

View from Seed

Some early stage businesses may even be able to get to CFBE fairly quickly. Mid-stage portfolios can be more acutely impacted if many companies have fat cost structures and were investing heavily in growth that is not materializing.

Portfolio 215
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Introducing NextView III and Our Focus on the Everyday Economy

View from Seed

For example, in computing platforms, the mainframe was superseded by the minicomputer, which was eclipsed by the PC, which was subsumed by client-server platforms, which in many ways has been replaced by cloud and mobile computing. Innovation in search, social, broadband, and mobile & cloud hasn’t come to an end.