Version One Ventures

JUNE 3, 2013

Helping with reporting for our investors, including writing quarterly updates and preparing LP advisory board meetings. Working with existing portfolio companies, including helping out with hiring, financial modeling, and research. Executing projects of your own direction that help Version One and/or our portfolio companies.

Hiring 156

Hiring North America Los Angeles Advisory Board 156

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. Mobility really changes everything.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Agile VC

FEBRUARY 21, 2012

We recently completed the final close of NextView Ventures, LP and we’re excited about both our progress to date and our plans for the future. Our portfolio has grown to 15 companies today, the bulk of which is on the US East Coast and roughly half the companies have already progressed from the seed stage to completing Series A rounds.

LP 100

LP Seed Stage Silicon Valley Limited Partner 100

Both Sides of the Table

SEPTEMBER 28, 2011

“I would far rather give out my mobile phone number than my email address.” I spend tons of time each day on portfolio company issues. I spent a late morning meeting with a product exec at one portfolio company. I spent time talking with 2 senior execs who are separately joining two of my portfolio companies.

Email 314

Email Product Term Sheet Portfolio 314

David Teten

JUNE 1, 2011

Having flexible, searchable databases accessible on mobile devices Move from partner- or people-oriented function to more institutionalized, systematic, and scalable. Zubin Avari, Charter Oak Equity LP Christopher A. Charter Oak Equity LP Fee at close Part of management fee Part of carry. Social media. Wells, PE-Nexus LLC.

Private Equity 122

Private Equity Deal Flow Equity Developer 122

Genuine VC

OCTOBER 11, 2011

I hypothesized that, “Perhaps a contrarian statement in this environment: but even though there’s been a dip in fund size due to broad economic factors and LP appetite, it wouldn’t surprise me if the truly top firms raise even larger funds over the coming decade.” What’s pouring = individual partners matter.

Venture Capital 150

Venture Capital Seed Stage Entrepreneur LP 150

Feld Thoughts

APRIL 23, 2015

I remember a meeting with the Microsoft Mobile 6.0 team as they were pitching us their vision for Microsoft Mobile 6.5. A year or two later they had less than 3% market share on mobile. We both spoke truth to Microsoft execs, even though they mostly ignored us. They ignored us. Before I dig in, I need to express two biases.

Advisory Board 70

Advisory Board Venture Capital LP Seed Stage 70

ithacaVC

FEBRUARY 13, 2013

Someone who negotiates carry yet never sees a return, fights for attribution, tames cantankerous LP side-letter requests…. It had to be somebody who’d know-it-all-social, mobile, cleantech and greentech or the “internet of things”. Yet gentle enough not to squish dreams of MBA students. So, God made a VC! So, God made a VC!

Liquidation Preference 55

Liquidation Preference IRR Due Diligence LP 55

The Startup Lawyer

JANUARY 6, 2011

We’re broadly interested in a bunch of different opportunities within the consumer web, and tend to focus on Seed and Series A investments in content, advertising, mobile and local spaces in the US of A. Do you look at portfolio companies as future acquisition targets? Have you invested in any startups thus far? Not really.

Early Stage 58

Early Stage LP Later Stage Balance Sheet 58

Both Sides of the Table

JANUARY 16, 2012

For example, if you’re looking to approach Kleiner Perkins it’s worth knowing that my friend Matt Murphy runs their iFund and therefore is the in-house expert on all things mobile. He knows the history of all of the payment gateways, mobile payment platforms, credit offerings, remittance companies, etc.

Developer 366

Developer Silicon Valley PR Las Vegas 366

Seeing Both Sides

MARCH 14, 2016

Full disclosure: Flybridge portfolio companies are hyperlinked. CHI: AvantCredit, BucketFeet, Fooda, Groupon, Iris Mobile, Narrative Sciences, Raise, SpotHero, SproutSocial. Feedback welcome! I'm sure I made many mistakes and omissions. CO: LogRhythm, Rally, Sympoz, Webroot, Welltok. ATL: Kabbage, MailChimp, Yik Yak. .

LP 20

LP Startup DC 20

Seeing Both Sides

MARCH 14, 2016

Full disclosure: Flybridge portfolio companies are hyperlinked. CHI: AvantCredit, BucketFeet, Fooda, Groupon, Iris Mobile, Narrative Sciences, Raise, SpotHero, SproutSocial. Feedback welcome! I'm sure I made many mistakes and omissions. CO: LogRhythm, Rally, Sympoz, Webroot. ATL: Kabbage, MailChimp, Yik Yak. .

LP 20

LP Startup DC 20

This is going to be BIG.

JANUARY 3, 2021

I’m active on X number of portfolio companies and meet with them at Y intervals, meaning that I should have Z portfolio company meetings per week. I baked in time to connect with my one other full-time employee as well as time for follow-ups from the portfolio company meetings I was taking.

Management 120

Management Portfolio LP Social Media 120

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