Both Sides of the Table

OCTOBER 26, 2020

I called an (ex) LP to tell him about her and my goals for her. Marketing, recruiting, building data products & tools, event management, analyzing the portfolio, etc. Listen, I think most of us if you gave us a choice would prefer “just” to be great investors and to spend all of our time on portfolio work. What’s he doing?

Partner 361

Partner Management Cofounder San Francisco 361

Feld Thoughts

MARCH 24, 2017

One of our recent investments, offered by Founder Collective (FC) – an eight-year-old manager with offices in Boston and San Francisco – is an excellent example of what we look for when we invest in funds offered by other managers. We also know many of the entrepreneurs in their portfolio. It starts with the people.

Founder 75

Founder LP Technical Review Seed Stage 75

Version One Ventures

JULY 31, 2018

Since 2012, we have made over 40 investments and have been busy building our fund, expanding and deepening our network, and most gratifyingly, working with our portfolio companies in their pursuit to transform their industries and the world. Executing projects of your own direction that help Version One and/or our portfolio companies.

Hiring 166

Hiring San Francisco Advisory Board Due Diligence 166

Version One Ventures

OCTOBER 17, 2018

and Canada, offering portfolio companies strong networks and resources on both sides of the border. Our particular focus is in San Francisco Bay Area, Toronto/Waterloo , Seattle, and NYC. And last but not least, we thank our investors, the LPs. Acknowledgements and gratitude.

Silicon Valley 127

Silicon Valley North America San Francisco LP 127

K9 Ventures

AUGUST 14, 2017

It was a conscious decision to maintain the fund size at the same level, despite both market pressure (larger rounds at earlier stages) and demand pressure (lots of LP money entering the stage) to raise a larger fund. Our space, The Kennel, has been home to many of the K9 portfolio companies. K9’s last fund, K9 Ventures II, L.P.,

Technology 96

Technology LP San Francisco Portfolio 96

Both Sides of the Table

OCTOBER 14, 2015

I spoke at Michael Kim’s excellent annual Cendana VC/LP conference today. Today I called it, “our own little VC led, portfolio-by-portfolio company version of RIP Good Times from 7 years ago.” Here’s my take away. When you accelerate too quickly often a pull back is inevitable as you recalibrate.

Burn Rate 150

Burn Rate San Francisco Private Equity LP 150

Hunter Walker

APRIL 4, 2014

As we approach Homebrew’s one year anniversary we’ll do a smaller scale meeting with our investors in San Francisco.

San Francisco 100

San Francisco Private Equity LP Syndicate 100