Feld Thoughts

JANUARY 3, 2020

My investments have always been geographically distributed across the US and I spent the majority of my time between Monday and Friday on the road. In the past few years, there have been several high profile examples of scaled companies that have a completely distributed workforce. For many years, this was a function of travel.

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BeyondVC

JANUARY 3, 2019

We had another solid year filled with learning, growth, laughter, and new projects and partners. Thanks to all of the amazing founders, advisors, co-investors, corporate partners, and others that helped make 2018 an amazing year. Welcome to our annual boldstart recap and enterprise predictions letter. First check to Series B?—?congrats

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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. However, they have been sending VCs far more investment checks in the last ten years than they’ve gotten back as distributions.

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Venture Capital LP Silicon Valley Marketing 150

BeyondVC

JANUARY 6, 2018

2017 was another year of growing, learning, investing and partnering with amazing founders. 6 portfolio companies raised Series A financings including Manifold , Hypr , and 4 unannounced, 1 raised a Series B (unannounced), and Security Scorecard raised a $28mm Series C. Our partners include IBM and one unannounced Fortune 50.

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Cloud Cofounder Portfolio Advisory Board 60

Steve Blank

MARCH 31, 2014

But the world you lead will be much different from the one your professors knew or your predecessors managed. Yet in the face of all this change, traditional firms continue to embrace a management ethos that values efficiency over innovation. To manage these employees companies create metrics to control, measure and reward execution.

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Private Equity Metrics China Intellectual Property 326

YoungUpstarts

MARCH 7, 2013

. “People and machines are producing valuable information that could enrich our lives in so many ways, from pinpoint accuracy in predicting severe weather to developing customized treatments for terminal diseases, says Boyd Davis, vice president and general manager of Intel ‘s Datacenter Software Division.

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Distribution Software Open Source Framework 154

ReadWriteStart

AUGUST 26, 2022

How to Scale Unicorns With Partner David Zhang, TVC. Joining us for this episode is our partner David Zhang, Partner at TCV (( Technology Crossover Ventures ). I’m a partner at TCV, which we founded in 1996. What guidance for your portfolio companies? And so a lot of it is performance management.

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YoungUpstarts

NOVEMBER 20, 2019

by Lu Zhang, founder and managing partner of Fusion Fund. The market for our product was global, and we had unique advantages in terms of our product and how we distributed it to customers. If the companies in their portfolio don’t have much in common with yours, it’s usually better to look elsewhere.

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Technical Review Due Diligence Early Stage Differentiation 140

David Teten

JANUARY 19, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. As two fund managers employing Flexible VC, we think it is a healthy addition to the ecosystem and will yield more predictable and stable healthy returns for investors. Novel Growth Partners, Lighter Capital, Rev Up, Corl, Flow Capital. Of the Inc.

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Cofounder Technical Review Equity Dividend 78

Both Sides of the Table

JULY 14, 2010

They are tasked with “getting deals done&# so they race around talking to tons of potential partners inking anything from channel sale deals , product integration, international distribution agreements, co-marketing arrangements, M&A discussions, etc. I love that saying. But the counter case is equally ineffective.

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Development Team Review SEM Channel Social Media 323

Both Sides of the Table

APRIL 13, 2011

If you are going to do the tour up and down Sandhill Road to try and raise your 1st round of financing you need a pitch deck because the vast majority of those meetings you are going to be sitting around a table and you will be presenting to one or more partners and that is going to be your first engagement.”. Distribution.

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David Teten

JANUARY 11, 2020

They’re taking a $1m check from me, or giving $5m to me as a limited partner. Other coinvestors: Limited partners, other VCs who are coinvestors, private equity funds which are potential growth-stage investors, etc. High-potential prospective employees of portfolio companies. I use IFTTT to re-post there anything that I tweet.

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Social Media Technical Review Media Private Equity 60

Version One Ventures

APRIL 20, 2021

Filebase is very much an API-as-a-marketplace – similar to our portfolio companies Shippo and Patch. Decentralized storage networks are among the most distributed and secure networks in the world, but they can also require custom development and complex integration. It’s not simple. P.S.: Filebase is hiring !

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API Portfolio Distribution Networking 102

Steve Blank

JANUARY 18, 2022

But the portfolio of options available to Admiral Nimitz and President Roosevelt were not limited to battleships. If you look at the Navy force structure today and its plan for the next decade, at first glance you might say they have a diversified portfolio and a plan for more. woke up on Dec.

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Agile China Artificial Inteligence Taiwan 379

Rob Go

SEPTEMBER 9, 2013

BitSight - Risk Management (backed by Flybridge and Menlo). Custommade – Marketplace for Customer Products (NextView Portfolio Company). GrabCAD – 3D Community and Collaboration (NextView Portfolio Company). Gridco Systems – Power Distribution Systems (backed by General Catalyst and Northbridge).

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Boston Technical Review Community Cofounder 71

Pascal's View

MARCH 12, 2010

Susan Mangiero , CEO of Investment Governance’s Fiduciary X , asked me the following: Question: Please differentiate between the governance of a VC fund versus the governance of companies in a VC fund’s portfolio? An important question to ask is, do the partners evaluate themselves and each other on an annual basis or at all?

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Government Portfolio Technical Review Due Diligence 28

Genuine VC

JULY 19, 2010

Micro VCs will continue to come in many flavors with slightly different strategies, but there are a few distinctive defining characteristics: On a per partner basis, each investor is investing less than $25M in any given fund. The capital deployment velocity is notably higher than a traditional 1-2 investment per partner per year.

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View from Seed

DECEMBER 11, 2019

“I’m thrilled to announce that I’m joining [New Firm] as a Partner where I will continue to invest in great Founders across the industries I care about.”. “I In any professional service industry, there is natural shuffling in the junior roles, as the race up the pyramid towards a Partner title is like musical chairs.

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Both Sides of the Table

APRIL 21, 2020

Biggest Advice I Give to Portfolio Founders? Food production and distribution, group collaboration, remote training or education, sensor technology (tracking people movement, temperatures, etc), certain biotech deals. But when a fund writes checks into a portfolio company it typically “reserves” money to invest in future rounds.

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Marketing Valuation Churn Rate Balance Sheet 263

The Equity Kicker

FEBRUARY 24, 2014

I’m excited to let you know that David Norris joined us today as my Partner. Today I am proud to join Forward Partners as a VC. “Many of you in this room in 20 years time will be in business and you’ll be managers. I am truly excited about being instrumental in defining that model. I studied, graduated.

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Partner Early Stage Business Model HTML 91

VC Adventure

JULY 27, 2011

We meet with various company managers, talk to other people in industry to get their take, call current and prospective customers, exercise our own network of contacts to get background on the idea and team, perform reference checks on key management, etc. And really management had no great choice. . That’s right.

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Technical Review Due Diligence Cap Table Portfolio 120

ReadWriteStart

MARCH 1, 2011

Bryce Roberts , a partner at O?Reilly The opposite approach of index investing is an actively managed or concentrated investing approach. alone and would rather take time to find companies that he can actively manage and leverage his competitive advantage with. To my surprise, VC? s 500, and the Nasdaq composite Index.

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Technical Review Due Diligence Cofounder Startup 123

This is going to be BIG.

MARCH 14, 2019

It started out with initial investment size, pricing, and outcome behavior for each deal and then it made a prediction around the distribution of outcomes. A Time and Attention Model How much time will you be spending on each portfolio company? How long is your partner meeting going to be? I ask the same of new managers.

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LP Due Diligence Portfolio Distribution 97

David Teten

SEPTEMBER 2, 2017

It’s hard enough to get a job at a venture capital or private equity firm; it’s even more complex to join as a Partner. Sean Seton-Rogers, Partner, Profounders Capital, breaks the conversation into three areas: Control: voting/veto for new deals, share of management company. So assessing fit is critical.

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Private Equity Venture Capital Equity Partner 60

Hearpreneur

DECEMBER 24, 2017

We managed to automate 25% of our bookings and achieved higher ratings than before. In addition, we were lucky enough to finally find reliable partners, thus adding a few more services to our portfolio – like Locksmith and Childcare. This year have been fantastic for both me and the company.

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Las Vegas Entrepreneur Software Review Community 88

Women Entrepreneurs Can

NOVEMBER 27, 2023

One way is to utilize a relationship intelligence platform that identifies the right expert from your network in minutes, freeing managers’ time to focus on other critical business priorities. It should comprise leaders from all areas that create or manage risk and the chief compliance officer.

Private Equity 52

Private Equity Equity Due Diligence Securities and Exchange Commission 52

This is going to be BIG.

FEBRUARY 22, 2010

We realized that there were certain open positions in our portfolio we wanted to call extra attention to. You'll be responsible for the successful management of the sales organization in order to meet the objectives of the Company. A week or so ago, we launched the Key Hire Wire at First Round. You make it happen.

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Part-Time VPE CTO Hire Engineer Sales 92

www.allthingsdistributed.com

OCTOBER 23, 2010

All Things Distributed Werner Vogels weblog on building scalable and robust distributed systems. Technology Visionary andOperations Manager – This pattern is usually found in dot.com and othertechnology-oriented companies where information technology is key ingredient inimplementing business strategy.

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CTO CTO Hire Syndicate Syndication 40

David Teten

DECEMBER 3, 2019

But in business, you want a lot of partners. 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.

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Technical Review Software Review Analytics Private Equity 78

VC Adventure

SEPTEMBER 10, 2010

My partners and I have written extensively about this thematic approach on the Foundry Group blog: [link]. I’m extremely excited about the portfolio of companies my partners and I have put together at Foundry Group which includes some great ad tech companies which you list above. They eat, sleep and breathe product.

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Technical Review Due Diligence Venture Capital IPO 60

Both Sides of the Table

FEBRUARY 6, 2019

Yes, VC / Startup Funding is up Massively If you look at how much VC firms have raised from Limited Partners (LPs) over the past 2 decades you’ll see that we’ve returned to a level that we haven’t seen since 1999. If you get into a high-growth company and you have asymmetric information on how the management team is performing?—?this

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VC Cafe

SEPTEMBER 16, 2021

She makes money for the platform that hosts her without receiving the legal and financial protections of employee status, or the stock options typically given to the platform’s engineers, designers, and managers. “What the creator economy promises, and what it actually does”, The New Yorker. Creative Automation.

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Startup Social Media Venture Capital Audio 207

YoungUpstarts

JULY 18, 2011

Founded less than two years ago by Internet entrepreneur and former model/actor Keith Britton and his partner actress Zoe Saldana , MyFDB allows users to freely browse credited magazine covers, editorials, and ad campaigns, as well as search credited people and company profiles. Who says technology isn’t fashionable?

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Startup Professionals Musings

FEBRUARY 28, 2012

Your startup is now part of someone’s portfolio, and here are a few of the ways in which you should expect to be monitored by your investors: One or more seats on the Board. Manage to documented milestones. These are not optional suggestions, so treat them as management objectives that will get you fired if you don’t perform.

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Advisory Board Entrepreneur Venture Capital Angel Investor 241

500hats.com

AUGUST 2, 2012

While a flood of new VCs came into existence during the late 90’s internet boom, many had difficulty raising new funds after the crashes of 2000-2001 and 2008 , and as a result significantly fewer fund managers exist now compared to a decade ago. They are operators, through and through.

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Silicon Valley Early Stage Venture Capital Valuation 74

Steve Blank

NOVEMBER 16, 2009

Union Square Ventures The next morning I got to spend time with Brad Burnham , partner at Union Square Ventures talking about their investment strategy and insights about web-based businesses. Bill and his partner Fred Wilson have invested in ~30 or so companies with 27 still active. It’s an impressive portfolio.

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Customer Development Web Developer Customer 223

David Teten

AUGUST 18, 2017

At HOF Capital , we try to manage these layers to be “ MECE ” (Mutually Exclusive, Collectively Exhaustive). To the extent possible, we try to use our social media presence to point back to our website, our Partners, and/or our portfolio companies’ websites. In descending order of importance, they are: Reputation.

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Due Diligence Marketing Reputation Social Media 60