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A Beer Drinker's View of the Venture Industry

Genuine VC

These firms aim broadly – diverse along sector, geography, and stage lines. 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.

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

David Teten

For example, Point Nine Capital focuses on B2B SaaS and marketplaces at the seed stage, across many industries. As such, there are 3 stakeholders when building a thesis: the investing Partners, the LPs and the founders. . It incorporates influences from the LP and, more and more, from the founders.

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Homebrew’s Second Annual LP Meeting: Why We Do Them

Hunter Walker

Last week Homebrew held its second annual LP meeting, coinciding with our second anniversary as a fund. Comparing Notes About Market Trends: Although Homebrew is still young we’ve definitely seen some changes in the seed stage ecosystem since we started in early 2013.

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Sharp Elbows Among Seed VCs

View from Seed

Many of us in the seed stage ecosystem have noticed a shift in the way seed rounds are coming together. Historically, seed rounds were syndicated among several different firms. It is actually no surprised that the syndication-friendly nature of seed investing is changing. Repercussions for Investors.

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Flexible VC, a New Model for Companies Targeting Profitability

David Teten

John Berger, Director Operations & Impact Solutions, Toniic , observed that this has clear investor benefits: “ The grace period became a feature because it benefits investors in regions like the US where there can be tax differences between short and long term gains. Payments are commonly delayed for a grace period of 12-36 months.

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What’s Your VC Tech Stack? Results from a Survey of Early-Stage VC Funds

David Teten

As a globally focused LP in early stage VC funds, we at Blue Future Partners have observed a growing trend of firms investing substantially in software tools, whether developing proprietary solutions or adopting off the shelf tools. But what tools are they using themselves to automate their own processes?

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The Experience of Being a Limited Partner in Venture Capital

This is going to be BIG.

Rather than see LP interactions as a chore or a burden, new fund managers should see this as an opportunity to extend the community around their fund. That happens most when the LPs represent a diverse group of industries and perspectives who want to be helpful to portfolio companies and founders.