View from Seed
JULY 31, 2014
More interesting, however, is reflecting on what “rhymes” across multiple investments within our portfolio. The internet continues the disintermediation of content creation. As we look to continue to build out portfolio, we encourage you to subscribe to The View From Seed to keep in touch. Recent Investment Themes.
David Teten
SEPTEMBER 6, 2015
Her work included heading Nokia’s location-based services business and app portfolio for emerging markets, which she built from a back-of-a-napkin idea to a 100-person organization with over 10 million users. They act in the interest of their portfolio companies like any investor would.
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Version One Ventures
JULY 19, 2018
For example, Wish has given shoppers direct access to Chinese sellers; LetGo and OfferUp have connected local buyers and sellers with a visually appealing mobile-first experience; and our portfolio company Headout has taken the supply of offline attractions, activities and events online as well as mobile for travellers to book on-demand.
Up and Running
AUGUST 17, 2016
If you are serious about your long-term success, then you may consider publishing a weekly or monthly newsletter with updates on current mortgage rates, changes in real estate laws, benefits of homeownership, how to develop a real estate investment portfolio, health checks on the local market, and so on.
VC Adventure
APRIL 11, 2011
“We’re not AdTech investors,&# I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.&# While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. And for a while that worked pretty well. They are: Scale. Margin Dynamics.
Occam's Razor
MARCH 30, 2017
The current crop of Analytics tools are getting better and better at the known knowns , the process of disintermediation of the humans doing that work is only going to accelerate… And then that work will disappear. As close to perfect data, with little to no instrumentation, because it will all already be built in. Discipline. (Be
VC Adventure
APRIL 11, 2011
“We’re not AdTech investors,” I’d push back, “we just have a bunch of companies in the portfolio that are working in and around online advertising.” While this is about 20% of our active portfolio, we’ve never considered AdTech a theme. ” And for a while that worked pretty well.
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