Both Sides of the Table

SEPTEMBER 28, 2011

I’ve taken to saying, “Email is our personal to-do list that anybody adds to – whether they know us or not.” about their marathon 4-hour sessions to get to zero inbox or somebody else claiming email bankruptcy ( definition if you don’t know it already ). I have taken to limiting my outbound email.

Email 314

Email Product Term Sheet Portfolio 314

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. The geographic breakdown of our 123 direct investments follows: Twelve years later, we were pretty close.

North Dakota 70

North Dakota Southern California San Diego Indianapolis 70

Feld Thoughts

MAY 8, 2012

Yesterday I sent emails out passing on participating in two seed rounds for companies I really like. They had lots of investors trying to invest and each company was competitive with two other seed stage companies we’ve seen in the past 30 days. Finally, we believe strongly in active engagement as a seed investor.

Seed Stage 138

Seed Stage LP Warrant Syndicate 138

Rob Go

JULY 25, 2011

Of our 13 portfolio companies, 10 had/have formal boards during the seed stage, and the rest had a more informal structure. . A follow up can be an email that says “as next steps, thanks in advance to investor A helping with X, investor B helping with Y, and thanks to investor C for already doing Z!

Due Diligence 38

Due Diligence LP Seed Stage Portfolio 38

Both Sides of the Table

OCTOBER 18, 2015

I spoke last week at the annual Cendana VC/LP conference. I have been the recipient of many solicitous emails raving about startup company performance, imploring me to “invest before I miss out,” telling investors on occasion that they can only get into deals if they also invest in that person’s fund.

IPO 150

IPO Venture Capital LP SEC 150