Agile VC

OCTOBER 23, 2012

It’s true that FoFs provide LPs a way to purchase VC funds in a basket, but by design these are comparatively narrow actively-managed investment funds rather than broad-based passive vehicles. But no matter how you slice it, FoFs don’t really represent a broad-based way to invest in VC. 3.0x+ cash on cash) is profitable.

LP 176

LP Accredited Investor Carried Interest Portfolio 176

Agile VC

SEPTEMBER 15, 2011

Also portfolio management strategy has shifted a bit in recent years, and many large investors now evaluate at all risky assets together (US tech IPOs, Brazilian bonds, Chinese private equity, etc) rather than making discrete allocations to each bucket.

IPO 100

IPO Marketing Silicon Valley Technical Review 100

Agile VC

DECEMBER 19, 2013

In addition, investing in startup tech companies turns out to provide only a modest level of diversification… angel investments tend to form a high beta portfolio, with reasonably close correlations to public equity markets. ” But as an angel one can overweight this factor. totally passive strategy won’t teach you much).

Angel Investor 265

Angel Investor Early Stage Syndicate Syndication 265

Agile VC

JUNE 17, 2015

I started off as a product manager and while I never actually slept over at the office, there were frequently late nights. And to be clear I split my time between Boston, New York, and SF and I’ve seen this across a broad swath of startups and individuals… both outside NextView’s portfolio and occasionally within it.

Startup 188

Startup Cofounder Seed Stage IPO 188

Agile VC

JULY 19, 2012

Though there might have been short term benefits to continuing to manage this fund, the long-run success of CRV would be hurt by doing so ( there’s an HBR case on this ). Though they only started in 2006, Foundry’s obviously off to a great start with investments in Zynga and AdMeld and a promising portfolio of others.

Cofounder 193

Cofounder Limited Partner Early Stage LP 193

Agile VC

JUNE 17, 2015

I started off as a product manager and while I never actually slept over at the office, there were frequently late nights. And to be clear I split my time between Boston, New York, and SF and I’ve seen this across a broad swath of startups and individuals… both outside NextView’s portfolio and occasionally within it.

Startup 100

Startup Cofounder Seed Stage IPO 100

Agile VC

NOVEMBER 13, 2012

At Risk – Usually starts with a firm beginning to see challenges in large portions of its portfolio, or in keeping the partnership together, or in the viability of the firm’s core strategy as broader markets start to shift (e.g. Well first it’s worth understanding the distinct phases of exactly how a VC firm dies.

LP 154

LP Portfolio Venture Capital IRR 154