Agile VC

MAY 26, 2011

I thought I’d revisit it and share the story… First, you have to rewind mentally to early 2003. is the leading consumer internet company with Terry Semel as CEO. One partnership was clearly very divided and a vocal minority of GPs thought consumer internet companies were a massive waste of time and money.

Term Sheet 178

Term Sheet Silicon Valley Technical Review Social Network 178

Haystack

AUGUST 18, 2019

When I put all of this together, what I see is: In the Bay Area, the seed stage is getting squeezed from all sides during this summer solstice of. 4/ Orthogonal Competition – I recently tweeted about a new breed of early-stage technology investor that has its roots in public equities (hedge funds, long/short, etc.)

Seed Stage 108

Seed Stage Cap Table Early Stage Malaysia 108

Agile VC

MARCH 8, 2012

But even during the macroeconomic boom of 2004 to early 2008 (inflated by various credit bubbles – housing, sovereign debt, LBOs) tech IPOs were extremely rare and then the global economic crisis of late 2008 – 2010 only further dampened hopes for a recovery. What’s the impact for early-stage startups?

IPO 100

IPO Silicon Valley Revenue Seed Stage 100

Rob Go

JANUARY 8, 2014

We don’t invest in “syndicates A rounds” as our first point of entry into a company. We invest in companies that are early – we take the early stage risk and hope to be rewarded for that risk. Sector: We invest in internet and mobile innovation. Seed rounds are what we do.

Syndicate 45

Syndicate Syndication Portfolio Advertising 45

Agile VC

JULY 11, 2012

And while the internet created both tremendous reward and tremendous investment carnage leading up to and after the 2000 tech bubble, it’s created long run disruption of broad sectors of media, advertising, business software & computing, and retail commerce and VCs that missed this shift have faced real struggles.

Silicon Valley 240

Silicon Valley Carried Interest Cofounder Boston 240

Austin Startup

MARCH 7, 2021

In short, the first wave of internet companies were widely distributed and brought people online (AOL in Virginia, Microsoft in Albuquerque and Seattle, Dell in Austin, etc.) Austin-based BigCommerce, which went public last year, was also a recent success story for our growth stage fund, Revolution Growth.

Texas 90

Texas San Antonio Houston Dallas 90

View from Seed

AUGUST 26, 2015

So, if you’ve been a successful internet founder or have launched great web/mobile products, most founders would love to have you in a round even if your check size is small. There are a lot of options to expand your deal sourcing, like AngelList, syndicates, angel groups, etc. Talk to people and get their POV. Preferably both.

Technical Review 120

Technical Review Angel Investor Software Review Silicon Valley 120