Babbling VC

OCTOBER 3, 2011

For those of you not in the know, they are one of the largest limited partners ( LP's : investors in venture capital funds) in Europe and are basically in almost all the funds throughout the market. Hypothesis 3: Insufficient diversification in European VC managers’ portfolios . This too is a major pain the ass for funds in Europe.

LP 82

LP Europe Germany Venture Capital 82

Haystack

JUNE 1, 2018

Perhaps because of this success and the unique elbow grease they supply to their portfolio, it was shocking to many to see that one of the storied seed franchises would contract, become its own sole LP, and scale back its operations. Some established VC brands are rumored to be cutting back their LPs a bit to keep money in-house.

LP 116

LP Global Social Media Portfolio 116

VC Cafe

JULY 4, 2022

Another impact of the meltdown of the public markets is on performance, in LP and VC books which resulted in 68% of funds estimated to have marked down companies in their portfolio. this year in comparison to the previous one, the third-highest decline seen in recent times behind the global financial crisis’ 7.8%

Venture Capital 167

Venture Capital Valuation Private Equity LP 167

Eric Friedman

DECEMBER 30, 2020

Did anyone have global pandemic on their bingo board? As mentioned at the top I do not know anyone that predicted the global pandemic of COVID19, despite the writing on the wall and the cases growing in China at the time of this post last year. There is also a network effect of portfolio companies with early GPs.

Stock 120

Stock Private Equity Option Pool LP 120

David Teten

JANUARY 19, 2021

Seed-stage compatible: Like traditional equity VC investors, Flexible VCs accomodate early-stage investment risk within their portfolios better than a traditional RBI funder. Eligible for favorable treatment under Qualified Small Business Stock exemption, if structured as equity. Particular application in impact capital. Short track record.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

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.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

Both Sides of the Table

MAY 23, 2012

Thomson Reuters data shows that around $10 billion of LP money went into VCs per year pre bubble. By 2000 the total LP commitments had mushroomed to more than $100 billion. LP contributions to VC firms shrunk from 2000 and by 2005-2008 had stabilized to around $30 billion per year. The Funding Problem.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

thebarefootvc

MARCH 8, 2012

While the initial fund is $120M we will have access to ru-Net’s (the Russian LP) $700M of capital to support growth of portfolio companies and opportunistically invest at later stages where we can add value beyond capital. Startups are not immune to globalization and can accelerate growth if thinking globally from launch.

Silicon Valley 69

Silicon Valley Ghana Venture Capital India 69

David Teten

JANUARY 21, 2021

With a portfolio that includes food, tech, and services, the fund is industry-agnostic and focused on the overlooked and underrepresented with high-margin business models. Of Indie.VC’s portfolio, 60% of investments are not in NY, CA, or MA. The INTRO tool is available to non-portfolio companies as well. Details here.

Equity 78

Equity Revenue Cofounder Colorado 78

David Teten

DECEMBER 12, 2017

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. How can accelerating portfolio company value be aided by use of software?

Early Stage 60

Early Stage Technical Review Software Review Venture Capital 60

Babbling VC

NOVEMBER 7, 2011

International network: even if you are focused on one region, your network has to be global and extensive enough that you can be a channel for M&A. This is the majority of what you have to do to stay in the face of LP's (plus attend relevant events). It makes you too rational and risk averse in your decision making.

LP 66

LP Salary Partner Portfolio 66

Haystack

JULY 20, 2018

This is a post I’ve wanted to write for a long time, but I needed the time to digest all the other great posts on the topics by other investors, and to analyze specific portfolio data from Haystack over the last five years. Global and Local. The global story is undeniable, but what about what’s going in the USA outside the Bay Area?

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

Altgate

MARCH 8, 2009

Their portfolio firms will be able to cut back on headcount and other spending and additional capital from investors will allow the companies to survive for the 2-5 years it will take the market to begin to recover. Later stage funds will end up owning more of their portfolio companies via down rounds and ultimately should see ok returns.

Later Stage 34

Later Stage Early Stage Venture Capital Portfolio 34

Agile VC

NOVEMBER 13, 2012

Sarah also points to the vast global wealth that has to get allocated somewhere as well as a small bump in long term average returns, now that the generally terrible performance of funds from the 2000-2002 time frame (after the tech bubble of the late 90s crashed) no longer factor in to 10 year returns.

LP 154

LP Portfolio Venture Capital IRR 154

Both Sides of the Table

MARCH 30, 2016

They either had a portfolio company in market and weren’t getting offers as quickly as expected or they knew a friend in the biz who was recounting this to them in a session VCs strangely call “comparing notes.”.

Balance Sheet 150

Balance Sheet Burn Rate Valuation Forecast 150

David Teten

NOVEMBER 23, 2020

I highlight endogenous social impact because many of my portfolio companies might give money to charity or provide low-cost pricing to nonprofits, but that’s not what I think of as an impact company; they’re tacking on social impact on top of their core business, whatever that is. . Starship was launched by the co-founders of Skype.

Venture Capital 60

Venture Capital Partner Technical Review Cofounder 60

K9 Ventures

OCTOBER 15, 2020

Each year that I do this, I’m amazed at what K9 founders and K9 portfolio companies have accomplished and I’m grateful to the K9 LPs for the ability to do what I do at K9. And so I felt it is important for me to go on the record with K9 founders, K9 LPs and everyone in the extended #FriendsOfK9 family on what I believe.

United States 159

United States LP Founder Social Media 159