Version One Ventures

SEPTEMBER 8, 2023

I’ve done this by surrounding myself with great friends and co-investors at other funds – a handful of them have become my best daily sparring partners (outside of Boris and Leah at V1). Even when founders don’t get the desired response, they still appreciate our quick turnaround and even forward along referrals. Pay it forward.

Cofounder 182

Cofounder Portfolio Capital Gains Vertical 182

Version One Ventures

FEBRUARY 18, 2014

Should an investor really be expected to use the 10, 15, or 20 products in his or her portfolio? After all, a great product is the basis for a successful company and an investor who doesn’t understand, know, or use the product is most likely a sub-optimal sparring partner and advisor. I say absolutely. Related articles.

Portfolio 156

Portfolio Product Vertical Email 156

Hunter Walker

JULY 20, 2019

While this hasn’t happened to any of our portfolio CEOs in a while, there’s one reason for a VC passing on a funding round that just sets me off: “I wanted to do the deal but couldn’t convince my partners.” c) You never believed in the first place, and are blaming your partners versus just passing.

Partner 92

Partner Cap Table Vertical Portfolio 92

David Teten

SEPTEMBER 23, 2017

PEVCTech is partnering with Blue Future Partners to run the first large-scale survey of VCs’ technology stack. Johann Kratzer of Blue Future Partners , a fund of funds, observed, “The majority of the hundreds of funds we’ve diligenced rely predominantly on their relationships to source deals. Greylock Partners.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Hunter Walker

MAY 4, 2014

My answers are actually bland, largely because I had a pretty good handle on what the initial 12 months would bring and a great partner in Satya Patel. They use their own brain to fill in the blanks on an opportunity versus really understanding how the founders think. New VCs are vulnerable to fashionable verticals.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

This is going to be BIG.

MAY 5, 2023

You can stop making new investments, but it will take years to actually work through your active portfolio companies. It’s been incredibly rewarding to be able to offer relevant advice or a connection at the right time and to see when a founder builds on that key turning point and it leads to success. No more founder pitch meetings.

Later Stage 218

Later Stage Venture Capital Term Sheet Limited Partner 218

View from Seed

MAY 11, 2020

As a firm, we have had a thesis around the unbundling healthcare to create best-in-class, vertical healthcare solutions for the world’s biggest problems. We are pleased to once again be working with the founders of Monument Mike Russell and Justin Geller. Alcohol addiction is near the top of the list.

Vertical 207

Vertical Programming Software Leadership 207

techcrunch.com

AUGUST 12, 2012

Founders Den co-founder and angel investor Zachary Bogue has joined forces with seasoned big data VC Matt Ocko , Metamarkets founder Michael Driscoll and Prismatic CEO Bradford Cross to launch Data Collective , the world’s first Big Data-only early stage investment fund. → Learn More.

Early Stage 70

Early Stage San Francisco Los Angeles Southern California 70

Version One Ventures

MARCH 25, 2014

At version one, we are big believers in the vertical SaaS opportunity. A mobile-first approach, combined with a laser-like focus on a specific vertical, can create the right toolset to help SMBs achieve huge productivity gains ( I wrote about this nearly a year ago for TechCrunch).

Vertical 153

Vertical Cloud Mobile Partner 153

Haystack

DECEMBER 29, 2018

As more investors have more touch points with a “Softbank round” in their portfolio, a picture emerges — rounds here often take a long time to close. And, privately, many investors up and down the stack are discussing what the true impact of these mega rounds will be. The fear of them investing in a competitor is real.

Technical Review 165

Technical Review Venture Capital Russia China 165

View from Seed

MARCH 29, 2018

We wanted to learn more about the nuanced industry market forces before applying the same hands-on investing model we do with tech startups in other verticals. Many of these companies, however, exhibit similar characteristics to the things we invest in outside of the health vertical. They can be surprisingly capital efficient.

Vertical 120

Vertical Stealth Portfolio Seed Capital 120

Version One Ventures

OCTOBER 17, 2018

And we also look at companies that are creating the best product for a specific vertical – including bio/healthcare and other emerging tech. With Angela’s promotion to General Partner , we now have investment partners located in both the U.S. It is a true honor to be a partner of yours! Acknowledgements and gratitude.

Silicon Valley 127

Silicon Valley North America San Francisco LP 127

View from Seed

MARCH 15, 2018

My partners and I have been very public and transparent over the past six months about our thematic investing approach — what we call the Everyday Economy. Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. .

Technology 120

Technology Artificial Inteligence Marketing Portfolio 120

View from Seed

JANUARY 11, 2018

For several months now, my partners and I have spent a lot of time talking about why we’re investing in the Everyday Economy. We dove deep into how this investment thesis extends to major verticals of consumer spending like entertainment , clothing , and home. The answer is no. BookBub ), hybrid B2C/B2B2C models (e.g.

B2B 120

B2B B2C Vertical Portfolio 120

Version One Ventures

MARCH 4, 2014

The right investor should help a founder with all three of those questions: 1. The best investors are instrumental in helping founders recruit the perfect team. For key positions, they should jump in and pitch a candidate to join a portfolio company. And is there enough cash in the bank to keep the lights on? Related articles.

Portfolio 154

Portfolio Vertical Operations Hiring 154

Haystack

JANUARY 18, 2020

To me, it makes sense, because “tech” is no longer a vertical – it’s seeping into every sector horizontally. This impacts portfolio construction and possibly returns, though on the flip side, end-markets are larger and outcomes can be greater — look at Datadog, for instance.

Seattle 130

Seattle Seed Stage Deal Flow Vertical 130

Genuine VC

AUGUST 3, 2012

For us, the investment is certainly fresh and newest in our portfolio, but it also feels familiar. CEO Anne Raimondi and my partner Rob were colleagues together at eBay in the early 2000’s before she went on the lead product and/or marketing at many household internet names like Zazzle, InsiderPages, and SurveyMonkey.

Seed Stage 199

Seed Stage Cofounder Portfolio Curation 199

Hunter Walker

MAY 10, 2015

There are lots of implications for founders – both positive and less so – so they should go into these opportunities thoughtfully, but at Homebrew we’ve enjoyed co-leading with some BigVCs and anticipate we’ll happily continue to do so when it makes sense for the entrepreneur. Uh oh, potential conflict.

Portfolio 48

Portfolio Early Stage Cofounder Vertical 48

Steve Blank

AUGUST 31, 2009

No newly hired sales and marketing exec is going to tell a founder, “Hey my prior experience and assumptions may not actually be relevant to this new startup.” The Outsourcing of Founders Responsibility The Product Development model separates founders from deeply understanding their customers and market.

Customer Development 238

Customer Development Developer Customer Silicon Valley 238

Genuine VC

APRIL 12, 2012

People ask us at NextView all of the time: “What is the typical profile of an entrepreneur in your portfolio?” Subtly behind that question is often one about the experience-level of the founders. We have and will continue to fund young entrepreneurs in their twenties – and as my partner Rob Go likes to say, we’re proud of it.

Vertical 144

Vertical Portfolio Search Internet 144

Ben's Blog

JULY 24, 2011

This is a guest post by Jeff Jordan, General Partner of Andreessen Horowitz. They were joined by a third co-founder, Nathan Blecharczyk, who brought programming expertise. Platforms upon which their community of users continually expands into new verticals. Talk about a business with humble roots.

Rhode Island 78

Rhode Island Portfolio Liechtenstein San Francisco 78

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. 1) Manage the firm .

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Genuine VC

APRIL 12, 2012

People ask us at NextView all of the time: “What is the typical profile of an entrepreneur in your portfolio?” Subtly behind that question is often one about the experience-level of the founders. We have and will continue to fund young entrepreneurs in their twenties – and as my partner Rob Go likes to say, we’re proud of it.

Vertical 109

Vertical Portfolio Search Internet 109

Both Sides of the Table

JUNE 18, 2010

What a pleasure that I got to spend an hour talking with both Om Malik (whom I’ve always respected his views) and Paul Jozefak , a venture capital partner at Neuhaus Partners in Germany (and formerly the head of Europe for SAP Ventures). His view: sometimes entrepreneurs expect too much value from the partner.

Venture Capital 225

Venture Capital Non-Compete Vertical Europe 225

Austin Startup

DECEMBER 3, 2019

Techstars provides their accelerator portfolio companies with access to financial, human and intellectual capital to fuel the success of their business. This is a very strong group of founders building some of the worlds next amazing companies. For more information about the Techstars Austin accelerator program, see here.

Austin 62

Austin Curation Startup Dallas 62

Austin Startup

JUNE 27, 2017

Collectively they have $850M in capital in their most recent funds: [link] Both Silverton Partners and LiveOak Venture Partners have filed regulatory documents associated with new fundraising efforts in 2017 so we should all look forward to announcements from them on successfully raising new funds.

Venture Capital 54

Venture Capital Austin Texas Private Equity 54

Hippoland

AUGUST 8, 2018

At Hustle Fund, we back both first time founders as well as repeat founders. One thing I’ve noticed is that almost every repeat, previously-successful-founder focuses on the same thing for their respective startups: customer acquisition. Marketing first. Product second. B2B companies can have great unit economics.

Founder 48

Founder Sales Cycle Affiliate Retention 48

Hippoland

AUGUST 8, 2018

At Hustle Fund, we back both first time founders as well as repeat founders. One thing I’ve noticed is that almost every repeat, previously-successful-founder focuses on the same thing for their respective startups: customer acquisition. Marketing first. Product second. B2B companies can have great unit economics.

Founder 48

Founder Sales Cycle Affiliate Retention 48

Austin Startup

FEBRUARY 21, 2020

Carolyn Yarina , Co-Founder and CEO of Sisu Global Health. Sisu is currently expanding its product portfolio and geographic scale to develop additional cutting-edge, patented, clinically proven medical devices, and to create a system for medical device commercialization in emerging markets.

Baltimore 62

Baltimore Africa South Africa Michigan 62

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.

Customer Development 219

Customer Development Web Developer Customer 219

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. André Flórido , Betmarkets’ Co-Founder & COO, answered questions about his company, shared some book recommendations, and explained why he thinks obedience is overrated.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

Austin Startup

FEBRUARY 10, 2020

If you’re interested in sports betting (or adding a fresh element to your investment portfolio), Betmarkets thinks it knows how you can boost your profits. André Flórido , Betmarkets’ Co-Founder & COO of Betmarkets, answered questions about his company, shared some book recommendations and explained why he thinks obedience is overrated.

Portugal 62

Portugal Investment Bankers United States Cofounder 62

David Teten

JANUARY 21, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. This essay is part of a series on alternative VC: I: Revenue-Based Investing: a new option for founders who care about control. III: Why are Revenue-Based VCs investing in so many women and underrepresented founders?

Equity 78

Equity Revenue Cofounder Colorado 78

Duct Tape Marketing

APRIL 14, 2022

Bob is the Founder and Chairman of the Board of Acceleration Partners, a global partner marketing agency. He is also the Co-founder and Chairman of BrandCycle. 9:14] How do I find partners? [12:58] 12:58] Is there an example case on finding partners that you’d like to go through with us? [15:43]

Marketing 90

Marketing Affiliate Channel Software Review 90

Cracking the Code

JANUARY 19, 2016

Even in 2006, when I joined Bessemer Venture Partners, there was still a lot of skepticism in the Silicon Valley around SaaS (one of my first blog post in 2006 was titled: “W hy I disagree with Tony Zingale — CEO of Mercury Interactive — on the future of SaaS "). My SaaS focus at Accel Partners is the natural continuity of this path.

API 48

API Silicon Valley Europe Differentiation 48

ReadWriteStart

DECEMBER 8, 2011

Some vertical ad networks have gone after this opportunity, Glam Media being one of the most successful of the lot. There are some excellent comments, especially observations made by Vikrant Mathur, founder of iFood.tv. It's just not worth it. You can participate in further discussion here. Indian Product Entrepreneurs Emerging.

Greece 116

Greece Entrepreneur India Silicon Valley 116

ConversionXL

OCTOBER 25, 2018

Tom Tunguz offers a framework that uses a scale from 1 to 10 to assess demand generation portfolios: 1. How many campaigns, how many creatives, how many partners, how many referrers? Eventually, expansion is necessary for every growing business; it also protects companies from the aforementioned risks of an undiversified portfolio.

Demand 132

Demand Vertical Campaign Channel 132