YoungUpstarts
OCTOBER 23, 2017
by Joe Duncan, founder of Duncan Capital LP. An early example occurred in 2010 when UBS Analyst Neil Currie accessed satellite imagery to monitor activity in Walmart parking lots, running the data thru a mathematical regression to translate it into customer activity for better earnings forecasts. We need smarter humans than we did.”.
David Teten
JANUARY 19, 2021
In all these cases, capital is provided to fuel forecasted growth without creating a commitment to a particular vision for future funding rounds, exit goals, and associated blitzscaling. That said, nothing is cost-free. More complex cost of capital calculation. The State of Flexible VC. Short track record.
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YoungUpstarts
NOVEMBER 18, 2018
The costs associated with patenting your technological or creative boon, successfully bringing your product to market and compelling larger companies to come to the table and negotiate a royalty deal rests in how you proceed. Master the Art of Trend Forecasting (or Onboard Someone to Do it For You).
Both Sides of the Table
OCTOBER 14, 2015
I spoke at Michael Kim’s excellent annual Cendana VC/LP conference today. But like many companies over the past five years it hired aggressively and probably had some degree of straying off of a core strategy and some amount of excess jobs relative to its current revenue forecasts and opportunities. Here’s my take away.
David Teten
SEPTEMBER 23, 2017
Sources like Crunchbase , Angel List , and Seed Invest even give this data away for free or very low cost. Jaime Hildreth, Managing Director of GP and LP Strategies at Ipreo , informed us that 97% of Ipreo’s GP clients report that data requests from LP’s have increased over the past two years.
Hunter Walker
NOVEMBER 30, 2022
Opportunity Cost of GP’s Time. Opportunity Cost of Follow-on Capital. Opportunity Cost of Non-Investment in Competitors. Relationship Cost of SPVs/Direct Co-Investment and LP Credibility. Others believe they’re moments to silently delete their Tweets.
Both Sides of the Table
MARCH 30, 2016
If you want to see what was on my mind – I started foreshadowing change publicly in October 2015 with a forecast of what I expected in 2016 VC funding markets at a presentation I gave at the annual Cendana VC/LP conference hosted by Michael Kim. Total customers grew 20% year/year. Great companies get financed.
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