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

Hunter Walker

APRIL 27, 2014

Last week we held our first annual LP meeting, when venture funds get their investors together with updates on operations and results. Community : Building out Homebrew WW HQ in SF which at any time houses a couple of portfolio companies and founders pre-funding. We make available coworking space for free.

LP 97

LP Cofounder Term Sheet Valuation 97

Both Sides of the Table

MAY 27, 2016

I was speaking recently to the team at NuOrder , an LA-based company we’re an investor in about “realism in startups” — an impromptu talk I have given to any of our portfolio companies who ask. I was asked again in an LP meeting later in the week and then again at a founder breakfast gathering we hosted yesterday.

Early Stage 254

Early Stage Non-Compete LP Later Stage 254

K9 Ventures

AUGUST 14, 2017

It was a conscious decision to maintain the fund size at the same level, despite both market pressure (larger rounds at earlier stages) and demand pressure (lots of LP money entering the stage) to raise a larger fund. Our space, The Kennel, has been home to many of the K9 portfolio companies. K9’s last fund, K9 Ventures II, L.P.,

Technology 96

Technology LP San Francisco Portfolio 96

Austin Startup

DECEMBER 12, 2017

Cindy Revol, Joe Beard and Anurag Jain from Perot Jain, LP We received a warm welcome from Trey Bowles when we first came to Dallas and there have been many others who have opened their arms to us since. Perot Jain, LP is an early stage venture capital firm founded by Ross Perot Jr. Ross Perot, Jr., About Perot Jain, L.P.

Dallas 48

Dallas San Antonio Houston Texas 48

Hunter Walker

MAY 2, 2016

We signed a termsheet for a new seed investment in the morning and then spent the afternoon/evening hosting our 3rd Homebrew Annual Meeting for our fund’s investors. Advisory Board lunch w our largest investors followed by a State of Homebrew, State of the Market, State of our Portfolio presentation. Ok, now back to present day.

Advisory Board 48

Advisory Board LP Institutional Investors Portfolio 48

Hunter Walker

MAY 2, 2016

We signed a termsheet for a new seed investment in the morning and then spent the afternoon/evening hosting our 3rd Homebrew Annual Meeting for our fund’s investors. Advisory Board lunch w our largest investors followed by a State of Homebrew, State of the Market, State of our Portfolio presentation. Ok, now back to present day.

Advisory Board 48

Advisory Board LP Institutional Investors Portfolio 48

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. Haystack Portfolio Data. Well, that time has finally come. Migration, Diasporas, and Rejuvenation.

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

Both Sides of the Table

JUNE 8, 2014

To build applications we needed databases (Oracle), browsers (Netscape), servers (Sun Microsystems), storage (EMC), security (Semantic), application servers (Apache), caching software, load balancers, hosting facilities, programming languages and methods, CDNs, DSL equipment, Wifi routers and so forth. Money is the easy part.

Silicon Valley 390

Silicon Valley Kansas City Startup Venture Capital 390

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

Both Sides of the Table

FEBRUARY 3, 2015

And we were just entering the “TechCrunch era” with a little known blogger named Michael Arrington hosting parties at his rental house in Atherton and Robert Scoble first appeared naked in a shower (in this case with Shel Israel – and this was the exact party. So many people I now know were there. Question not.

LP 150

LP Technical Review Deal Flow 150