Both Sides of the Table

MARCH 1, 2016

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. …But LPs Have Been Putting Out More Money Than They Are Getting Back. LPs See The Over-Valuations and Don’t Like It.

Venture Capital 150

Venture Capital LP Silicon Valley Marketing 150

David Teten

MARCH 18, 2021

A typical VC thesis: “we invest in tech startups in Europe at an early stage” However, our experience shows that in many cases: . “Tech” means B2B Saas/Fintech or Consumer apps. Technical” Companies (i.e. any mention of a focus on tech companies). Technical founders . Occurrences.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78

David Teten

DECEMBER 12, 2017

VCs are at the forefront of technological disruption, funding many of the latest cutting edge productivity tools. Clint Korver, Partner at Ulu Ventures , remarked: “I’d compare this technology transformation as akin to what happened in public company investing. But what tools are they using themselves to automate their own processes?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

David Teten

JANUARY 19, 2021

Our categorization is not a technical one. Additionally, Flexible VC can accommodate all types of companies, not just asset-lite, tech-enabled companies.”. Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

Genuine VC

SEPTEMBER 7, 2010

These firms aim broadly – diverse along sector, geography, and stage lines. Perhaps a contrarian statement in this environment: but even though there’s been a dip in fund size due to broad economic factors and LP appetite, it wouldn’t surprise me if the truly top firms raise even larger funds over the coming decade.

Seed Stage 191

Seed Stage Belgium Differentiation LP 191

Haystack

JULY 20, 2018

Will the next company to raise $100M in financing just poach from decent seed-stage companies and pay triple the amount to lock up talent? The CEO writes “Silicon Valley is going to leave Silicon Valley… the technology companies… they’re chasing talent, and talent is chasing affordable housing.”

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116