Both Sides of the Table

JULY 23, 2014

At the other end of the spectrum large funds have gotten even larger in the past few years which has massively increased the amount of consolidation in our industry as 66% of LP money into venture is now concentrated in late-stage or full-cycle VCs. Why is this? and hasn’t abated.

Technical Review 398

Technical Review Venture Capital Valuation Pre-Money Valuation 398

David Teten

SEPTEMBER 23, 2017

produced this analysis of engineering representation within VC firms: Selected VCs with Highest Representation of Developers in Workforce. HOF Capital is currently developing a proprietary sourcing tool to automatically filter for potential deal prospects that fit our criteria. VC Firm. $ Tech % of workforce. Google Ventures (GV).

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Babbling VC

OCTOBER 3, 2011

For those of you not in the know, they are one of the largest limited partners ( LP's : investors in venture capital funds) in Europe and are basically in almost all the funds throughout the market. Hypothesis 3: Insufficient diversification in European VC managers’ portfolios . This too is a major pain the ass for funds in Europe.

LP 82

LP Europe Germany Venture Capital 82

Both Sides of the Table

FEBRUARY 18, 2017

Yves didn’t want to step down — he is still as active as any partner on our team — but he wanted me to take responsibility for: Strategy, recruiting, team development, LP relations, financial planning, etc. He did what every LP did, looked at returns, talked to portfolio companies, talked with our competitors and so forth.

Leadership 161

Leadership LP Venture Capital Silicon Valley 161

Version One Ventures

JULY 31, 2018

From Day 1, he was dedicated to my personal and professional development. Since 2012, we have made over 40 investments and have been busy building our fund, expanding and deepening our network, and most gratifyingly, working with our portfolio companies in their pursuit to transform their industries and the world.

Hiring 166

Hiring San Francisco Advisory Board Due Diligence 166

Austin Startup

AUGUST 10, 2017

But we got serious in early 2016 when we developed deep conviction around the immense technical vision of Ethereum. 3) Rebalancing — we rebalance portfolios monthly. They helped us establish 2 GP entities, 2 LP entities, and 1 Cayman entity (for international investors) in ~2 months. But we never lost the finance bug.

Technical Review 48

Technical Review Cofounder Technical Cofounder Austin 48

Both Sides of the Table

MARCH 11, 2014

Last week displayed the best of LA last week for a gala event of all of Upfront’s portfolio companies + the CEOs of many of LA’s top technology companies + 75 VC firms from LA, SF, NY & Boston + 25 LP Funds + the Chairman of Yahoo! And I’m proud of that, too. Some were warranted – others weren’t.

Los Angeles 318

Los Angeles Silicon Valley LP Warrant 318

VC Cafe

JULY 4, 2022

Another impact of the meltdown of the public markets is on performance, in LP and VC books which resulted in 68% of funds estimated to have marked down companies in their portfolio. As you may know, I’m very interested in the topic of the Metaverse, and how it’s developing in gaming and beyond. billion in June 2021.

Venture Capital 167

Venture Capital Valuation Private Equity LP 167

Both Sides of the Table

FEBRUARY 6, 2019

If you get into the best deals it has never been a better time to be a VC or LP, and the best have developed strategies to capture more value Given that the best deals are pushing out their exit dates it means that many firms aren’t seeing as quick of liquidity as they might have 20 years ago.

Venture Capital 292

Venture Capital IPO Mezzanine Early Stage 292

The Equity Kicker

NOVEMBER 26, 2013

LPs, the investors in VC funds, have a difficult job to do, largely because they have to work with poor quality data and only a small fraction of VCs deliver the returns that make them worth investing in. Discipline also helps to keeps a venture fund’s loss ratio low which is important as they are ultimately stewards of LP investment funding.”

LP 154

LP Venture Capital Portfolio Reputation 154

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. 3) Raise capital.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

The Equity Kicker

JULY 8, 2019

Then from the mid 2000s, value add began moving beyond the partner to the firm as VCs began employing people who’s full time job was helping their portfolio. The most common strategies are to provide networking services and content to portfolio leaders so they can be more effective in their jobs. . Building platforms. Applied Venture.

Portfolio 84

Portfolio LP Venture Capital Partner 84

David Teten

JANUARY 19, 2021

Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder. which they co-developed with Fenwick & West. . Eligible for favorable treatment under Qualified Small Business Stock exemption, if structured as equity.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

David Teten

JANUARY 23, 2021

Yohei Nakajima, Founder of Untapped.vc , said, “Before pitching LPs and building my firm, I talked with over 50 people I knew to get feedback.” . It’s virtually mandatory to develop a detailed, data-backed deck, and ideally a video pitch. See How Emerging Venture Capital Fund Managers Should Think About Their LP Fundraising Strategies.

Private Equity 78

Private Equity Venture Capital Technical Review Software Review 78

Feld Thoughts

AUGUST 6, 2018

While I don’t have portfolio level stats for them, their new endeavor Foundry Next (to invest in smaller funds and then follow-on into key investments) has built up an LP basket of 23 positions in a variety of new VC funds. Hopefully, we will continue to help develop and expand existing and new startup communities.

North Dakota 70

North Dakota Southern California San Diego Indianapolis 70

Both Sides of the Table

JANUARY 16, 2012

He’s focused on that sector (not exclusively but predominantly) and therefore has an amazing network at large financial services firms to help you with business development. So they develop short-hand ways to qualify things better. I get many Tweets directed at me that say, “come check out my product.”

Developer 366

Developer Silicon Valley PR Las Vegas 366

Eric Friedman

DECEMBER 30, 2020

The idea of Twitter reincarnating the “verified” program under the launch of a creator economy support system would re-invigorate developers, be an easy way to start to KYC people and integrate with payment gateways (hello Square – they know people over there. 8/ A proper accelerator is setup for GPs. 9/ Hubs vs. Offices.

Stock 120

Stock Private Equity Option Pool LP 120

Both Sides of the Table

SEPTEMBER 28, 2011

I spend tons of time each day on portfolio company issues. I spent a late morning meeting with a product exec at one portfolio company. I spent time talking with 2 senior execs who are separately joining two of my portfolio companies. We call these investors “LPs” for limited partners. Marketing.

Email 314

Email Product Term Sheet Portfolio 314

YoungUpstarts

NOVEMBER 18, 2018

Other ways that patents can be added to your financial portfolio is through acquisitions – in plain English, buying up other people’s patents. This is typically a way of adding additional intellectual property to a patent portfolio (collection of multiple patents). and Alarmforce LP, SkyBell Technologies, In August Home Inc.,

Intellectual Property 157

Intellectual Property Forecast LLC Acquisition 157

Hunter Walker

MAY 18, 2015

Anne Dinneen: Nothing has contributed more to the growth of the Irvine endowment over the years than our venture portfolio. And what leads to adding or removing a fund from Irvine’s portfolio? An addition to the portfolio typically offers some differentiation or new value proposition. thanks Anne!

LP 48

LP Portfolio Early Stage Institutional Investors 48

Babbling VC

NOVEMBER 3, 2013

Developers become interesting people and even friends verses "must hires" who are treated like unicorns. . LP''s.what''s that? You stop writing blog posts which are actually targetted at your portfolio but aren''t. . You''re not in the Valley (if not based there) three or four times a year at least and couldn''t be bothered. .

LP 99

LP Portfolio Business Plan Demand 99

Both Sides of the Table

MAY 23, 2012

Thomson Reuters data shows that around $10 billion of LP money went into VCs per year pre bubble. By 2000 the total LP commitments had mushroomed to more than $100 billion. LP contributions to VC firms shrunk from 2000 and by 2005-2008 had stabilized to around $30 billion per year. The Funding Problem.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

This is going to be BIG.

NOVEMBER 30, 2011

I've had the privilege of working not only for investors like Josh Kopelman and Fred Wilson, but for an institutional LP that had been invested in venture capital since 1980. In all my investment jobs, the professionals I worked for were mentors and actively participated in my development. 2) Trial by fire.

LP 115

LP Venture Capital Startup Affiliate 115

Feld Thoughts

APRIL 23, 2015

We had a blast together and as we went out to raise our Foundry 2007 fund, Scott made several introductions which resulted in two wonderful, long term LP relationships. That’s how a friendship develops, at least in my world. You do stuff together, learn from each other, and then do things for each other.

Advisory Board 70

Advisory Board Venture Capital LP Seed Stage 70

Both Sides of the Table

MAY 7, 2018

I literally have a Google Sheet for nearly every portfolio company who is in the process of raising a round. I figured I was wasting my time unless the LP was leaning in on my first meeting. The hardest thing is that after you’ve had a great first meeting with a VC (or LP) you expect it’s all going to start happening!

LP 215

LP San Francisco Minneapolis Partner 215

Agile VC

JULY 19, 2012

Back in the 2000-2001 timeframe, a flood of LP capital was coming into the VC asset class given the strong returns of the mid-late 90s tech boom/bubble. Though they only started in 2006, Foundry’s obviously off to a great start with investments in Zynga and AdMeld and a promising portfolio of others.

Cofounder 193

Cofounder Limited Partner Early Stage LP 193

David Teten

DECEMBER 12, 2017

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. How can accelerating portfolio company value be aided by use of software?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

David Teten

JUNE 1, 2011

I enjoyed participating in last week’s Capital Roundtable Private Equity Masterclass on “ Best Practices for Sourcing Quality Deal Flow & Developing New Business ” (May 26 th , 2011). Question : If you are starting a business development group, what are the top three things you should do? View more presentations.

Private Equity 122

Private Equity Deal Flow Equity Developer 122

Bryce Dot VC

NOVEMBER 19, 2012

Generally we keep these closing quiet, but given the word has leaked I thought I’d take a moment to put down some thoughts on our development as a firm and some of the thinking that went into the new fund. We capped it $85M making it our largest to date. Firstly, wow!

Seed Stage 61

Seed Stage LP Incubator Venture Capital 61

firstround.com

SEPTEMBER 10, 2013

I was their first full-time engineering hire and I helped build out the team and set the agenda for product development. Web development is a creative and fast-paced world. Business Development. Learning & Development. Leaving Google to join Redbeacon was one of the best decisions I ever made. This gave us pause.

CTO Hire 52

CTO Hire Engineer Software Review Part-Time VPE 52

K9 Ventures

DECEMBER 10, 2011

” Now that last statement is a little off, since I have a portfolio company in Berkeley and one as far south as San Jose. And, even though I do enjoy meeting up with the founders in my portfolio for lunch every couple of months, the majority of the interactions with my portfolio founders still happens over email or phone.

Silicon Valley 124

Silicon Valley San Jose Portfolio Cofounder 124

K9 Ventures

DECEMBER 10, 2011

” Now that last statement is a little off, since I have a portfolio company in Berkeley and one as far south as San Jose. And, even though I do enjoy meeting up with the founders in my portfolio for lunch every couple of months, the majority of the interactions with my portfolio founders still happens over email or phone.

Silicon Valley 112

Silicon Valley San Jose Portfolio Cofounder 112

K9 Ventures

NOVEMBER 30, 2008

The birth of modern-day venture capital (not considering the European monarchs financing explorations and projects as venture capital) can be traced back to American Research and Development, which was started by Georges Doriot. The LP perspective. The money side is flexible. What is not flexible is time.

IRR 48

IRR Venture Capital LP Early Stage 48

Venture Chronicles

JULY 16, 2010

Death by VC is a growing trend and is the result of a VC pulling the plug on a company for reasons not related to simply running out of cash and not developing a viable business. This is not uncommon and rarely goes to the point where a single investor has positions in two companies that are directly competitive.

Due Diligence 28

Due Diligence Term Sheet Limited Partner LP 28

Both Sides of the Table

JANUARY 30, 2016

We did what many VC funds did – we presented our annual results, we stood up and talked about our portfolio companies, we invited a few to also present and then we had dinner & drinks at some posh restaurant. Before making this change I called our LPs to ask for advice and input. So we planned a Technology Summit.

Community 150

Community Los Angeles LP Portfolio 150

David Teten

NOVEMBER 23, 2020

I highlight endogenous social impact because many of my portfolio companies might give money to charity or provide low-cost pricing to nonprofits, but that’s not what I think of as an impact company; they’re tacking on social impact on top of their core business, whatever that is. . . They have saved the lives of dozens of babies.

Venture Capital 60

Venture Capital Partner Technical Review Cofounder 60