View from Seed

OCTOBER 11, 2022

At the seed stage and as companies scale, helping the founders I work with identify and reach their goals, personally and professionally, gives me energy and purpose. I made over a dozen angel investments and a few investments in VC funds as an LP, expanding my focus to new geographies, sectors, and stages.

North America 156

North America San Francisco Cap Table Cofounder 156

Feld Thoughts

AUGUST 6, 2018

While I don’t have portfolio level stats for them, their new endeavor Foundry Next (to invest in smaller funds and then follow-on into key investments) has built up an LP basket of 23 positions in a variety of new VC funds. We have always believed that great companies can be created anywhere.

North Dakota 70

North Dakota Southern California San Diego Indianapolis 70

Feld Thoughts

MAY 8, 2012

Yesterday I sent emails out passing on participating in two seed rounds for companies I really like. They had lots of investors trying to invest and each company was competitive with two other seed stage companies we’ve seen in the past 30 days. Finally, we believe strongly in active engagement as a seed investor.

Seed Stage 138

Seed Stage LP Warrant Syndicate 138

Rob Go

JULY 25, 2011

Of our 13 portfolio companies, 10 had/have formal boards during the seed stage, and the rest had a more informal structure. . ” Remember, we all tell our LP’s that we are immensely helpful to our portfolio companies, so make us follow through on that! Make investor communications short, but frequent.

Due Diligence 38

Due Diligence LP Seed Stage Portfolio 38

Haystack

JULY 20, 2018

Will the next company to raise $100M in financing just poach from decent seed-stage companies and pay triple the amount to lock up talent? Of course, over the last decade, the rest of the world doesn’t need to read these blogs to see what’s going on. Will folks be able to buy a house and raise their families here?

San Francisco 116

San Francisco Silicon Valley Seattle Venture Capital 116

Both Sides of the Table

OCTOBER 18, 2015

I spoke last week at the annual Cendana VC/LP conference. My presentation from the Summit can be downloaded here and the embed is below but the summary message is the rest of this blog post. If you’d like to follow me there my FB profile is here ]. Final venture outlook 2016 from Mark Suster.

IPO 150

IPO Venture Capital LP SEC 150