LP Naming Portfolio San Francisco 
David Teten
MARCH 18, 2021
Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. However, we’d argue that for most smaller managers who are not brand names, it’s better to be highly identified in your niche than being a generalist. Most LPs we speak with agree. . 7) Stage-defined funds.
K9 Ventures
AUGUST 14, 2017
Enjoy watching… It took the supercomputer Deep Thought (the name seems oddly fitting with the current buzz around Deep Learning!) The small and concentrated portfolio means that K9’s interests are always well aligned with the interests of founders who choose to work with us. 7 ½ million years to calculate The Answer.
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Both Sides of the Table
MAY 7, 2018
I literally have a Google Sheet for nearly every portfolio company who is in the process of raising a round. Know the firm but also know the partnership So by now you have 50 names on a spreadsheet with 8–10 A’s, 8–10 B’s, 10–20 C’s and 10 D’s. In 2010 I didn’t know a single thing about LPs (the people who invest in VC funds).
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. Redfin specifically identifies Denver, San Antonio, and Houston as the next hubs newer generations will seek out. (I
Both Sides of the Table
JUNE 8, 2014
I just returned from 3 days in Cincinnati including attending the annual meeting of one of Upfront’s LPs – Cintrifuse. I have never been more optimistic about the impact that the tech startup community is having on cities in America or about the role that cities outside of San Francisco / Silicon Valley can play in our future.
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