Both Sides of the Table

SEPTEMBER 15, 2022

The market was down considerably with public valuations down 53–79% across the four sectors we were reviewing (it is since down even further). ==> Aside, we also have a NEW LA-based partner I’m thrilled to announce: Nick Kim. But rest assured valuations get reset. Please follow him & welcome him to Upfront!! <==

Technical Review 416

Technical Review Pre-Money Valuation San Francisco Valuation 416

VC Cafe

FEBRUARY 27, 2023

For the past 10 years, with interest rates near zero, VC investors plowed record amounts into tech startups and enjoyed a seemingly ‘easy’ investing environment. Seed and pre-Seed investment levels and valuations remain healthy, there’s more talent in the market and less competition.

Venture Capital 215

Venture Capital Technical Review LP Institutional Investors 215

View from Seed

AUGUST 17, 2021

It’s by far the longest time I’ve spent working on any one thing, and I feel very blessed to have been able to work with my partners, colleagues, founders, and collaborators. My partners will tell you that I am an incredibly impatient person. Early on, I sweated the fact that our early funds had pretty “meh” IRR in the first 3-5 years.

IRR 205

IRR Dilution Founder Portfolio 205

View from Seed

AUGUST 17, 2021

It’s by far the longest time I’ve spent working on any one thing, and I feel very blessed to have been able to work with my partners, colleagues, founders, and collaborators. My partners will tell you that I am an incredibly impatient person. Early on, I sweated the fact that our early funds had pretty “meh” IRR in the first 3-5 years.

IRR 156

IRR Dilution Founder Portfolio 156

David Teten

MAY 16, 2017

Historically, the process of winning capital from limited partners has been opaque. A few years ago, I presented at an Invesco conference on Emerging GPs, and one of the highlights was a presentation by Laurie Weir summarizing CALPERS’ selection criteria under their Private Equity Emerging Manager Program Review. ” .

Private Equity 60

Private Equity Venture Capital Technical Review Equity 60

View from Seed

AUGUST 17, 2021

It’s by far the longest time I’ve spent working on any one thing, and I feel very blessed to have been able to work with my partners, colleagues, founders, and collaborators. My partners will tell you that I am an incredibly impatient person. Early on, I sweated the fact that our early funds had pretty “meh” IRR in the first 3-5 years.

IRR 136

IRR Dilution Founder Portfolio 136

David Teten

JANUARY 19, 2021

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. Our categorization is not a technical one. Additionally, Flexible VC can accommodate all types of companies, not just asset-lite, tech-enabled companies.”. Yes, via conversion rights at a valuation cap. Of the Inc. 5000 companies, only 6.5%

Cofounder 78

Cofounder Technical Review Equity Dividend 78