Feld Thoughts

AUGUST 25, 2015

Secondly, the driver of returns for the funds raised in 1978 – 1981 was not their underlying portfolios, at what stage, or in what industries they were built. Some were Silicon Valley early stage companies, such as Apple, Quantum, and Masstor Systems. Instead, the driver was the 1983 bull market. CIVC. $ 250,000. .

Venture Capital 70

Venture Capital SBIC Technical Review Silicon Valley 70

Agile VC

SEPTEMBER 15, 2011

Also portfolio management strategy has shifted a bit in recent years, and many large investors now evaluate at all risky assets together (US tech IPOs, Brazilian bonds, Chinese private equity, etc) rather than making discrete allocations to each bucket. The global macro conditions could weigh heavily on the IPO market for awhile.

IPO 100

IPO Marketing Silicon Valley Private Equity 100

Austin Startup

MARCH 7, 2021

Or are they running to a fresh perspective, a massive talent pool, and an innovation culture that balances social impact with global domination? The second wave of companies were mainly concentrated in Silicon Valley, and coincided with the rise of platforms (Google, Facebook, etc.) Was this going to happen anyway?

Texas 90

Texas San Antonio Houston Dallas 90

View from Seed

AUGUST 26, 2015

Just yesterday, Adam Medros , SVP of Global Product at TripAdvisor and an entrepreneur advisor for NextView, just asked about when the next event will be. Outside of Silicon Valley, you can usually get into pretty good deals writing pretty small checks ($10K or so) if you are relevant to the sector you are investing in.

Technical Review 120

Technical Review Angel Investor Software Review Silicon Valley 120

View from Seed

AUGUST 26, 2015

Just yesterday, Adam Medros , SVP of Global Product at TripAdvisor and an entrepreneur advisor for NextView, just asked about when the next event will be. Outside of Silicon Valley, you can usually get into pretty good deals writing pretty small checks ($10K or so) if you are relevant to the sector you are investing in.

Technical Review 120

Technical Review Angel Investor Software Review Silicon Valley 120

David Teten

FEBRUARY 3, 2014

Similarly, my research on venture capital portfolio operations found that Portfolio Operator VCs such as Andreesen Horowitz , First Round Capital , ff Venture Capital , and Google Ventures are hiring unusually large teams and structuring them in traditional pyramids. Notes: Only for IT & related sectors. May 3, 2009.

Private Equity 114

Private Equity Venture Capital Technical Review Equity 114

Austin Startup

AUGUST 1, 2017

While I work with a few companies in Silicon Valley, the vast majority of my clients are either in Austin or ecosystems that look much more like Austin than SV; “second tier” tech communities. Large funds write larger checks because they lack the mental/resource bandwidth to actively manage a portfolio of smaller investments.

Liquidation Preference 48

Liquidation Preference Common Stock Valuation Silicon Valley 48