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What Do LPs Think of the Venture Capital Markets for 2016?

Both Sides of the Table

At the Upfront Summit in early February, we had a chance to have many off-the-record conversations with Limited Partners (LPs) who fund Venture Capital (VC) funds about their views of the market. LPs See The Over-Valuations and Don’t Like It. All isn’t completely rosy in the LP views of the venture industry.

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What’s Really Going on in the VC Industry? What Does it Mean for Startups?

Both Sides of the Table

But VC is an “illiquid asset&# so funds didn’t disappear quickly - In 2000/01 the stock market quickly adjusted punishing investors in the NASDAQ and in individual public technology stocks. So as of 2008 total LP commitments were still at nearly $250 billion. So the people who invest in VC funds have two problems.

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Announcing NextView IV

View from Seed

But it is also large enough to write a $2M check to lead a post-seed round for companies that are starting to scale. What hasn’t changed is that our heart lies in working with founders to find product/market fit and to begin to grow. Because of this, we are always grateful to all of our LPs for their trust.

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Kindred Spirits – Our Investment In Founder Collective

Feld Thoughts

From those founders, we are aware that FC takes their mission “to be the most aligned fund to founders at the seed stage” very seriously. We want to work with people who bring a focused and complementary perspective to investing and were interested in the Founder Collective mantra of being “stage-focused and sector agnostic.”.

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State of Venture in Fall 2023

K9 Ventures

I describe this to K9 LPs as this is my opinion and feelings based on what I see from my vantage point as a pre-seed/seed stage investor. LPs and GPs should be aware of this dynamic as they make investment decisions. ‘ You have to be a little bit crazy and naive to start a company. That will never stop.

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The Changing Structure of the VC Industry

Both Sides of the Table

The rise of “micro VCs” or seed-stage funds. 15 years ago we were at the peak of Internet hype with the launch of many over-capitalized businesses with a market size & opportunity was limited. The VC market has right-sized (returned back to mid 90′s levels & less competition). Where are we today?

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A Beer Drinker's View of the Venture Industry

Genuine VC

The famed business strategist Michael Porter described a set of successful general strategies which firms employ to achieve a sustainable competitive advantage: differentiation strategy and cost leadership strategy for those firms with a broad market scope, and a segmentation strategy for those with a narrow market scope.