Remove LP Remove Naming Remove San Francisco Remove Seed Stage
article thumbnail

Investing Outside The Bay Area

Haystack

More recently, this trend has shifted a bit within the Bay Area, which today’s giants like Uber, Airbnb, and Stripe being built in San Francisco proper while incumbents down south have begun scooping up premium commercial real estate in the city. Over the past two years, however, I’ve felt that something is out of balance.

article thumbnail

Does Your VC have an Investment Thesis, or a Hypothesis?

David Teten

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. . For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries.

article thumbnail

Announcing K9 Ventures III, L.P. – A $42M technology-focused Pre-Seed fund

K9 Ventures

Enjoy watching… It took the supercomputer Deep Thought (the name seems oddly fitting with the current buzz around Deep Learning!) I believe that fund size is a slippery slope, in which the pressure of having to invest more capital forces venture firms to make investments in increasingly later-stage companies with larger check sizes.