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. Instead he championed our investment themes into sustainability and food technologies having invested in companies like Apeel Sciences and Ynsect.

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

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. Well, that time has finally come. Over the past two years, however, I’ve felt that something is out of balance.

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

David Teten

MARCH 18, 2021

Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. A typical VC thesis: “we invest in tech startups in Europe at an early stage” However, our experience shows that in many cases: . “Tech” means B2B Saas/Fintech or Consumer apps. Technical” Companies (i.e.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78