Version One Ventures

APRIL 19, 2016

If you’re not already familiar with the startups and founders making up the V1 portfolio, here’s a summary of some of this quarter’s news clippings. Portfolio companies in the news. Beyond funding announcements, several portfolio companies made the news this quarter. Funding and Follow-ons.

Portfolio 60

Portfolio San Francisco API Software Review 60

Feld Thoughts

MAY 8, 2023

Startup Snapshot, a data-sharing platform for the entrepreneurial ecosystem, recently released its latest report, The Untold Toll: The Impact of stress on the well-being of startup founders and CEOs. The startup grind takes a major toll on a founder’s mental health. Only 23% of founders report going to a psychologist or coach.

Founder 171

Founder Startup Vertical Portfolio 171

Version One Ventures

DECEMBER 3, 2019

Bessemer started the idea of the “anti-portfolio” – the companies that you passed on, but ended up doing very, very well. . After Honey was acquired by PayPal for $4B a few weeks ago, we thought it was a good time to share the Version One anti-portfolio: Honey. We met Sonder’s founder Francis Davidson many times between 2014 and 2016.

Portfolio 202

Portfolio Cap Table Early Stage Valuation 202

Steve Blank

FEBRUARY 19, 2013

His reaction reminded me one more time why entrepreneurship is an art, why VC’s manage portfolios of companies and why new ideas come from those who don’t respect the status quo. He was very negative about the concept and strongly suggested the team do a pivot, but the founder was very determined to make a go of his concept.

Vertical 332

Vertical Agile Customer Development Lean 332

Steve Blank

MAY 28, 2009

Steve,&# he said, “you’re missing the most interesting part of vertical markets. Our firm has a portfolio of companies across a broad range of markets and the way we look at it is pretty simple – the deals fall into two types: those with customer/market risk and those with invention risk.”

Vertical 144

Vertical Silicon Valley Marketing Customer 144

Hunter Walker

AUGUST 31, 2021

Early adopter verticals — such as software development and tech sales — is mostly in Gen 3. Over the past 12–18 months another theme had started to coalesce in the Homebrew portfolio — Future of Work tools that were built with a combination of IQ *and* EQ. Thankfully I knew there were better options in development.

Software 116

Software Vertical Framework Software Developers 116

VC Cafe

MARCH 6, 2024

Calling Israeli startup founders in Interactive Entertainment, AI & Gaming! At Remagine Ventures , we’re always on the lookout for visionary founders building the future of interactive entertainment and gaming. If you’re an Israeli startup founder raising a pre-seed round in these spaces, we want to hear from you!

Artificial Inteligence 141

Artificial Inteligence Generative AI Startup Vertical 141

View from Seed

OCTOBER 18, 2017

When describing the Everyday Economy, it is helpful to talk about some of the verticals that are seeing wholesale redesign and the opportunities within those verticals. We have blogged about a few of the verticals so far, including housing , food , entertainment , and others.

Vertical 166

Vertical Seed Stage Viral Portfolio 166

Version One Ventures

JULY 21, 2020

Backing the next generation of mission-driven founders”. But ultimately, as our interests change, the one constant has been the founder. No matter the vertical, geography, business model, macro or micro trends, entrepreneurs form the nucleus of a generational company. You’ll note the description “mission-driven founders.”

Founder 213

Founder Vertical Differentiation Portfolio 213

View from Seed

JUNE 23, 2022

Founder: Dennis Chim. Long-term: Influencers across the world with 10K+ followers and across all major verticals (e.g. Get to know the founders. RH: Founders, please introduce yourselves. . RH: What’s your favorite thing about being an early-stage founder? Company: Influencer Direct. ” – David Beisel.

DC 156

DC Cambodia eCommerce Social Media 156

Hunter Walker

OCTOBER 31, 2020

Qualification #1: You know how to do something specific that is valuable and needed often in pursuing a deal or servicing the portfolio. Whatever it is, it helps diligence opportunities, win deals or service the portfolio in ways that make the founders and GPs feel good. Highlighted Homebrew Portfolio Jobs. Synthetic bio.

North Carolina 90

North Carolina Hiring Angel Investor Technical Review 90

Steve Blank

FEBRUARY 19, 2013

His reaction reminded me one more time why entrepreneurship is an art, why VC’s manage portfolios of companies and why new ideas come from those who don’t respect the status quo. He was very negative about the concept and strongly suggested the team do a pivot, but the founder was very determined to make a go of his concept.

Customer Development 224

Customer Development Vertical Agile Lean 224

View from Seed

OCTOBER 14, 2021

It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. For new founder friends who are popping in to check us out for the first time, for old industry friends who are circling back around to catch up after a while… regardless of where you fall, we are so glad you’re here!

Seed Stage 296

Seed Stage Portfolio Curation Vertical 296

David Teten

DECEMBER 3, 2019

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. 3) Raise capital. They read reviews of the products of target investments.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

David Teten

JANUARY 21, 2021

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? II: Who are the major Revenue-Based Investing VCs? IV: Should your new VC fund use Revenue-Based Investing?

Equity 78

Equity Revenue Cofounder Colorado 78

Version One Ventures

FEBRUARY 20, 2020

I’m interested in the development of new tests to measure (new) biomarkers for health – whether we sample from menstrual blood to detect glucose levels ( Qurasense , a Version One portfolio company) or the microbiome to evaluate gut health, as examples. Interest 5: Disrupting the status quo in insurance. dental, vision, etc.).

Social Network 102

Social Network Vertical Cofounder Software Improvement 102

VC Cafe

JUNE 30, 2022

shout out to our portfolio company Echo3D who’s working on this) Improved collaboration tools By default, both the Unity and Unreal level editors only support a single designer editing a level at a time. I love landscapes as they help organise the categories needed to define the vertical.

Cloud 200

Cloud Venture Capital Cofounder Non-Compete 200

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? As an investor, using a portfolio company is easier when dealing with consumer apps and companies. It’s naturally tougher to be a user for business apps, particularly vertically-focused apps. Investors, really? I say absolutely.

Portfolio 156

Portfolio Product Vertical Email 156

View from Seed

OCTOBER 14, 2021

It showcases our personality, while simultaneously showcasing the accomplishments of our portfolio. For new founder friends who are popping in to check us out for the first time, for old industry friends who are circling back around to catch up after a while… regardless of where you fall, we are so glad you’re here!

Seed Stage 194

Seed Stage Portfolio Curation Vertical 194

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Portfolio company diversity.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

David Teten

JANUARY 9, 2018

Many VCs focus on specific verticals, usually based on the sector in which a VC initially made her reputation. That said, one limitation in early-stage investing particularly is that 2022’s growth sectors probably don’t fit neatly into a vertical we can define today. – Portfolio company diversity.

Venture Capital 60

Venture Capital Private Equity Silicon Valley Differentiation 60

Version One Ventures

SEPTEMBER 8, 2023

Even when founders don’t get the desired response, they still appreciate our quick turnaround and even forward along referrals. In fact, a recommendation from a founder we passed on is one of our best performing portfolio companies! as our portfolio shows ). Invest in mission-driven founders.

Cofounder 182

Cofounder Portfolio Capital Gains Vertical 182

David Teten

AUGUST 19, 2019

RBI normally requires founders to pay back their investors with a fixed percentage of revenue until they have finished providing the investor with a fixed return on capital, which they agree upon in advance. For background, see Revenue-Based Investing: A New Option for Founders who Care About Control. Decathlon Capital.

Revenue 60

Revenue Technical Review Software Review Equity 60

Hunter Walker

SEPTEMBER 27, 2021

And What This Means For Founders. In some ways it’s ALWAYS to an investor’s benefit to suggest a potential new investment wouldn’t be competitive to an existing portfolio company, and it’s ALWAYS to the current portfolio company’s benefit to suggest it might be. So what’s a founder to do?

Early Stage 114

Early Stage Cofounder Vertical Portfolio 114

Mucker Lab

OCTOBER 12, 2016

Following the inevitable ups and downs of the VC investment cycle, and what founders can do when it all turns cold. Vertical integration of different funding risks. Financially, they have to reserve capital to support large portfolio companies that account for big portions of the portfolio and thus make less early stage investment.

Harvest 60

Harvest Vertical IPO Early Stage 60

VC Cafe

JUNE 22, 2020

We ( Remagine Ventures ) and our friends at Fusion LA are happy to invite founders, investors and media experts to the inaugural Media and eSports Online Annual Conference. The event will cover the trends, as well as the challenges and opportunities for Israeli startups who are active in these verticals. .

Media 120

Media Vertical Portfolio 120

Version One Ventures

JANUARY 21, 2015

One of the best parts about having a strong portfolio filled with smart people is the wise advice that founders share with each other. In this case, one of V1’s portfolio companies has been looking to hire a VP of Sales and I asked Jon Zimmerman ( @jpzimmerman ), CEO of Front Desk , to share his experiences and insight on the matter.

Sales 60

Sales Hiring Vertical Portfolio 60

Steve Blank

NOVEMBER 4, 2021

Anthony Ulwick and Ted Thayer of Strategyn have a set of unique and valuable insights: Rather than defining markets as existing, adjacent or new markets – or by verticals, technology, demographics, et al. Others define markets around verticals, e.g. the financial services market or the healthcare market.

Customer 420

Customer Marketing Lean Vertical 420

VC Cafe

MAY 18, 2022

That’s not to say that the declines have been written off already, but as mentioned in the ‘ prisoners dilemma for growth stage’ , it’s a matter of time until LPs ask to adjust the real value of their portfolios. Advice for startup founders (consolidated). Startup founders should adjust expectations accordingly.

Term Sheet 190

Term Sheet Startup Valuation Ukraine 190

Hunter Walker

MAY 4, 2014

We were always earnest in our interest and since our default engagement mode is to give feedback, I’d like to think that these meetings were of some value to the founders, but in more of these cases the initial partner should have applied more rigor and conviction. New VCs are vulnerable to fashionable verticals.

Software Review 100

Software Review Vertical Seed Stage Portfolio 100

Cracking the Code

JANUARY 25, 2021

The first time I met Matan, the founder of Melio, he told me that his mission was simple: he wanted to “help small businesses stay in business” by making B2B payments fast, simple and flexible. And he and his co-founders Ziv and Ilan made it happen: Melio’s now processing multi-billion dollar payment volumes less than two years after launch.

B2B 62

B2B Cloud Europe 62

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

AUGUST 2, 2017

Others take bets on certain verticals or business models, such as marketplaces, SaaS, or enterprise technology. For this reason, we’re excited to announce that we have closed on NextView’s $50M third fund, with a mission to champion founders who are redesigning the Everyday Economy. . How We Plan to Invest in the Everyday Economy.

Seed Stage 273

Seed Stage Portfolio Cofounder B2B 273

Cracking the Code

MARCH 24, 2015

We were fortunate to host very talented speakers from our portfolio (Ilya Sukhar from FB/Parse, Steve Marx from Dropbox, Bill Ready from Braintree, Ali Rayl from Slack, Eric Wittman from Atlassian, Sam Mac Donnell from HotelTonight.)

API 48

API Fractional CTO CTO Hire San Francisco 48

David Teten

SEPTEMBER 23, 2017

I’ve primarily seen quantitative analytic techniques used in origination , filtering , and in portfolio company recruiting , but technology can be used throughout the nine steps of the private company investing process: The 9 Steps of the Private Company Investing Process. 8) Accelerate portfolio company value. 9% (1 / 12).

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Steve Blank

JULY 16, 2009

We Don’t Need Domain Experts When I looked around at our executive staff, there wasn’t a single founder who was a gamer. However the VC’s are managing a portfolio while you, the entrepreneur are managing one company – yours. Founders need to validate their vision in front of customers early and often.

Silicon Valley 207

Silicon Valley RSS Video San Diego 207

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